Wealth Director
Current
Feb 2024 - Present
AeroLeads people directory · profile
Angela Wagner Email & Phone Number
Wealth Planner, Coach | SVP, Wealth DirectorBryn Mawr TrustBusiness Transition, Estate Planning, Financial Strategy
at
Bryn Mawr Trust
1 work email found
@bbandt.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Planner, Coach | SVP, Wealth DirectorBryn Mawr TrustBusiness Transition, Estate Planning, Financial Strategy
Location
Lincoln University, Pennsylvania, United States
Company size
Who is Angela Wagner? Overview
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Quick answer
Angela Wagner is listed as Wealth Planner, Coach | SVP, Wealth DirectorBryn Mawr TrustBusiness Transition, Estate Planning, Financial Strategy at Bryn Mawr Trust, a with 666 employees, based in Lincoln University, Pennsylvania, United States. AeroLeads shows a work email signal at bbandt.com and a matched LinkedIn profile for Angela Wagner.
Angela Wagner previously worked as Wealth Director at Bryn Mawr Trust and Wealth Planning Strategist at Truist. Angela Wagner holds Bs, History, Political Science, Pre-Law from Drexel University.
Company email context
Email format at Bryn Mawr Trust
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{first_initial}{last}@bbandt.com
86% confidence
AeroLeads found 1 current-domain work email signal for Angela Wagner. Compare company email patterns before reaching out.
Profile bio
About Angela Wagner
With over 20 years of experience in financial and estate planning, I am a Wealth Planning Strategist, partnering with high- and ultra-high-net-worth clients and their advisors to provide comprehensive and customized solutions for their wealth management and business transition goals. I leverage my credentials as a Juris Doctor, and Certified Exit Planning Advisor, as well as my skills in business strategy, business development, and business transition planning, to deliver value-added services and insights to my clients and prospects. I have also served on the Planned Giving Advisory Board at The Catholic University of America, where I supported the university's mission and vision by advising on charitable giving strategies and best practices. I am passionate about helping individuals and families achieve their financial and philanthropic objectives.
Listed skills include Estate Planning, Trusts, Financial Advisory, Retirement Planning, and 46 others.
Current workplace
Angela Wagner's current company
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Bryn Mawr Trust
6 roles
Angela Wagner work experience
A career timeline built from the work history available for this profile.
Wealth Planning Strategist
Sep 2016 - Nov 2023
Planned Giving Advisory Board
The Catholic University Of America
Jan 2013 - Sep 2016
Senior Financial & Estate Planner
Feb 2007 - Aug 2016
Owner
Wagner Law Office
Estate & trust planning & administration; business transactions, planning & design; financial services consultation.Referrals appreciated.610-416-7479
Sep 1997 - Aug 2016
Director Of Tax Planning
Bolton Capital Corporation
Jan 1998 - Jan 2000
Team & coworkers
Colleagues at Bryn Mawr Trust
Other employees you can reach at bmtc.com. View company contacts for 666 employees →
JF
John Fotiou
Colleague at Bryn Mawr TrustBroomall, Pennsylvania, United States
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JL
Joshua Loose
Colleague at Bryn Mawr TrustHockessin, Delaware, United States
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PN
Pat Natale
Colleague at Bryn Mawr TrustAston Township, Pennsylvania, United States
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SS
Stephenie Stanowski
Colleague at Bryn Mawr TrustLancaster County, Pennsylvania, United States
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HD
Heather Detwiler
Colleague at Bryn Mawr TrustBridgeport, Pennsylvania, United States
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WP
Willians Peres Lopes
Colleague at Bryn Mawr TrustPhiladelphia, Pennsylvania, United States
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PS
Patty Smith - Cell
Colleague at Bryn Mawr TrustDowningtown, Pennsylvania, United States
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SP
Sarah Pancoski
Colleague at Bryn Mawr TrustUnited States
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WR
Wade Robinson
Colleague at Bryn Mawr TrustWest Chester, Pennsylvania, United States
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TF
Todd Ferrara
Colleague at Bryn Mawr TrustCollegeville, Pennsylvania, United States
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John Fotiou
Colleague at Bryn Mawr TrustBroomall, Pennsylvania, United States
View →
JL
Joshua Loose
Colleague at Bryn Mawr TrustHockessin, Delaware, United States
View →
PN
Pat Natale
Colleague at Bryn Mawr TrustAston Township, Pennsylvania, United States
View →
SS
Stephenie Stanowski
Colleague at Bryn Mawr TrustLancaster County, Pennsylvania, United States
View →
HD
Heather Detwiler
Colleague at Bryn Mawr TrustBridgeport, Pennsylvania, United States
View →
WP
Willians Peres Lopes
Colleague at Bryn Mawr TrustPhiladelphia, Pennsylvania, United States
View →
PS
Patty Smith - Cell
Colleague at Bryn Mawr TrustDowningtown, Pennsylvania, United States
View →
SP
Sarah Pancoski
Colleague at Bryn Mawr TrustUnited States
View →
WR
Wade Robinson
Colleague at Bryn Mawr TrustWest Chester, Pennsylvania, United States
View →
TF
Todd Ferrara
Colleague at Bryn Mawr TrustCollegeville, Pennsylvania, United States
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2 education records
Angela Wagner education
Bs, History, Political Science, Pre-Law
FAQ
Frequently asked questions about Angela Wagner
Quick answers generated from the profile data available on this page.
What company does Angela Wagner work for?
Angela Wagner works for Bryn Mawr Trust.
What is Angela Wagner's role at Bryn Mawr Trust?
Angela Wagner is listed as Wealth Planner, Coach | SVP, Wealth DirectorBryn Mawr TrustBusiness Transition, Estate Planning, Financial Strategy at Bryn Mawr Trust.
What is Angela Wagner's email address?
AeroLeads has found 1 work email signal at @bbandt.com for Angela Wagner at Bryn Mawr Trust.
Where is Angela Wagner based?
Angela Wagner is based in Lincoln University, Pennsylvania, United States while working with Bryn Mawr Trust.
What companies has Angela Wagner worked for?
Angela Wagner has worked for Bryn Mawr Trust, Truist, The Catholic University Of America, Janney Montgomery Scott Llc, and Wagner Law Office.
Who are Angela Wagner's colleagues at Bryn Mawr Trust?
Angela Wagner's colleagues at Bryn Mawr Trust include John Fotiou, Joshua Loose, Pat Natale, Stephenie Stanowski, and Heather Detwiler.
How can I contact Angela Wagner?
You can use AeroLeads to view verified contact signals for Angela Wagner at Bryn Mawr Trust, including work email, phone, and LinkedIn data when available.
What schools did Angela Wagner attend?
Angela Wagner holds Bs, History, Political Science, Pre-Law from Drexel University.
What skills is Angela Wagner known for?
Angela Wagner is listed with skills including Estate Planning, Trusts, Financial Advisory, Retirement Planning, Wealth Management, Estate Tax Planning, Financial Planners, and Retirement.
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