Judd Wagner

Sr Regional Manager @Charles Schwab

Phoenix, AZ, US

As a Sr. Team Manager, I coach and counsel a team of 18 +/- Private Client Advisors and Sr. Associate Private Client Advisors in a collaborative environment designed to both grow and support the client base they support. Each Private Client Advisor builds and serves a practice of High Net Worth clients, constructing customized portfolios and providing advice specific to the needs of each client. In this role, me and my team partner with a team of financial planners, attorneys and CPA’s to offer comprehensive solutions to many common, and sometimes bespoke, issues facing high net worth and ultra-high net worth clients. As the Sr. Team Manager I establish strategies and plans designed to ensure that asset, and service targets are met. My team building, general management and leadership skills are vital in providing direction to the team and delivering business results. I have extensive financial services experience, management experience, the CFP® designation, and a passion lead and guide investment professionals. My typical daily activities include, but are not limited to: Designing strategies and annual business plans appropriate to achieve team goals, staying abreast of current industry news, events and market research; Connecting with clients and internal partners including Branch Managers and Regional Branch Executives; Monitoring of client interactions and coaching to improve service and advice quality; Daily planning and execution on providing superior client service and advice to clients; and performing the compliance and administrative tasks inherent in our industry. I believe that our values in Charles Schwab Co, Inc. have helped us to build Schwab Private Client Investment Advisory into both a successful business model and an outstanding work environment. I value teamwork, integrity, service, open communication, and perseverance. If you want to work at a firm that truly values your contributions, consider a career with SPCIA.

University of Arizona

Bachelor's degree