Timothy D. Wagner Email and Phone Number
Timothy D. Wagner work email
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Timothy D. Wagner personal email
As a Chartered Financial Consultant with 27 years of experience, I work with established Financial Advisors in delivering comprehensive wealth and estate planning solutions to valued high net worth clients. My goal is to thoroughly evaluate each client's unique set of circumstances and provide wealth protection and preservation solutions that can be understood, effectively implemented and maintained. -Ability to integrate straightforward financial solutions with personal factors that sometimes impede a client’s ability to act on wealth planning recommendations. -Review and analyze client’s investment, insurance, estate planning and tax documents. Implement plan in collaboration with other members of client’s advisory team.-Maintain needed technical and financial services industry expertise to provide innovative planning advice.-Strong interpersonal, communication and presentation skills.Retain Series 7, 63, Life, Health and LTC insurances licenses.
Bka Private Wealth Consultants
View- Website:
- bkapwc.com
- Employees:
- 6
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Partner, Estate Planning And Insurance SolutionsBka Private Wealth Consultants 2016 - PresentMalvern, Pa
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Senior Wealth And Insurance Planning StrategistMillennium Brokerage Group 2015 - 2016
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Business And Estate Planning Regional SpecialistTime Financial 2008 - 2015Malvern, Pa
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Vice President, Business And Estate Planning AdvisorWachovia, Inc. / Wells Fargo 2000 - 2008Malvern, Pa
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Partner, Co-Founder, Business And Estate Planning AdvisorThe Wharton Business Group 1992 - 2000Malvern, Pa
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Financial AdvisorKistler-Tiffany Company 1990 - 1992Wayne, Pa
Timothy D. Wagner Skills
Timothy D. Wagner Education Details
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Marketing And Sales
Frequently Asked Questions about Timothy D. Wagner
What company does Timothy D. Wagner work for?
Timothy D. Wagner works for Bka Private Wealth Consultants
What is Timothy D. Wagner's role at the current company?
Timothy D. Wagner's current role is Partner, Estate Planning and Insurance Solutions.
What is Timothy D. Wagner's email address?
Timothy D. Wagner's email address is ti****@****ast.net
What schools did Timothy D. Wagner attend?
Timothy D. Wagner attended Shippensburg University Of Pennsylvania.
What are some of Timothy D. Wagner's interests?
Timothy D. Wagner has interest in Children, Economic Empowerment, Civil Rights And Social Action, Politics, Education, Environment, Science And Technology, Human Rights, Arts And Culture, Health.
What skills is Timothy D. Wagner known for?
Timothy D. Wagner has skills like Estate Planning, Marketing, Retirement, Insurance, Wealth, Retirement Planning, Wine.
Who are Timothy D. Wagner's colleagues?
Timothy D. Wagner's colleagues are Charlie B., Tony Deprimo, Ryan Laux.
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