A veteran investment professional, Wayne Wagner, Jr. works closely with his high-net-worth clients, finding the right strategies for their long-term financial growth and well-being. Wayne’s advice and counsel goes beyond the personal investment realm, and includes insight into proposed and ongoing business ventures, strategic career planning as well as estate planning.
As president of Vizionary Wealth Management and an Investment Advisor Representative with WealthPLAN Partners, Wayne works with self-made, financially intelligent individuals across industries, though he has a particular expertise advising professionals in the pharmaceutical space. In fact, he is the author of the recently released book, A Business Class Wealth Vision: Financial Planning for Pharmaceutical Executives.
Wayne has passed the Series 6, 7, 24, 63 and 65 securities exams, is registered in more than 20 states, and earned the prestigious Chartered Financial Consultant (ChFC) designation, allowing him to provide comprehensive financial planning services for his broad-based, nationwide clientele. He has done so for more than two decades, all the while upholding the highest ethical standards as he works to secure his clients' financial progress and futures.
A visible presence within the investment community, Wayne is a member of the Society of Financial Service Professionals and the National Association of Insurance and Financial Advisors. He is also a sought-after speaker on topics related to financial planning and has been a guest lecturer at several regional universities given his subject matter expertise.
Beyond his work at Vizionary, Wayne is a mentor to many. He prides himself on his work teaching young people to become good stewards of their time, talents and opportunities. Wayne has started several businesses as well, often designed to provide funds for nonprofit organizations, and he serves Sovereign Grace Church and other nonprofits by guiding their strategic planning initiatives.
Wayne and his wife live in Delaware and have two adult children who are continuing to grow in amazing ways. Together, they live by the motto: “We’re Wagners—we do big things.”