Angela Wagner
Wealth Director @Bryn Mawr Trust
Lincoln University, PA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Feb 2024 — Present
Wealth Director @Bryn Mawr Trust
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Berwyn, PA, US
EDUCATION
N/A
Widener University School of Law
JD
N/A
Drexel University
BS
SKILLS
Financial PlannersAsset AllocationMutual FundsTax LawEstate LawLegal AssistanceFinancial AdvisoryLegal ResearchAsset ProtectionEstate AdministrationIrasElder LawRetirementBondsBusiness FormationStrategic Financial PlanningReal Estate TransactionsRetirement PlanningFinraInvestmentsLlcEstate Tax PlanningAssetSuccession PlanningProbation401kWealth AccumulationFinancial ServicesLong-Term CarePersonal Financial PlanningProbateWealth ManagementSmall BusinessLegal ServicesWillsTaxWealth Management ServicesCorporate GovernanceTrustsPowers of Attorney
ABOUT ANGELA WAGNER
With over 20 years of experience in financial and estate planning, I am a Wealth Planning…
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