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Edward Jones-Financial Advisor: Zach G. Wagner, CFA, AAMS

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Charlotte, NC
Edward Jones-Financial Advisor: Zach G. Wagner, CFA, AAMS

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Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.

I'm a financial advisor, with certifications CFA and AAMS®, with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With more than 15,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized strategies to help you reach them. My branch office administrator, Dianne and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com/zach-wagner for more information.
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10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4eTE71s

A summary of last week's market highlights and economic news.

10/25/2026

Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities. Let’s build a financial plan that works for you — reach out to start the conversation.

10/23/2026

I can help you explore key considerations that come with executive compensation and complex wealth. Let’s find time to talk through your options.

10/20/2026

Your legacy is a work of art, shaped by your vision and values you hold dear and measured by the impact you leave on the people and causes that matter most to you. We’re dedicated to building a vibrant DFW and celebrate the efforts you put into strengthening the community. Let’s work together to help you create a legacy that lasts for generations.

Connect with me today to start the conversation.

10/19/2026

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4yXI2lY

10/18/2026

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future. Reach out to get started.

10/16/2026

From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a message to schedule a consultation.

10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/3Vwzm7w

10/11/2026

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a strategy around your legacy goals. Send me a message, and let’s find time to connect.

10/09/2026

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk about your options.

Address

7818 Fairview Road
Charlotte, NC
28226

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 4pm

Telephone

+17043641471

Website

http://www.edwardjones.com/zach-wagner

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