Shane Wagner CPM®, SE-AWMA®

Shane is a seasoned Financial Advisor and Portfolio Manager with more than 20 years of experience serving as a trusted steward of his clients’ wealth. He holds the Certified Portfolio Manager (CPM®) designation, having completed advanced investment management training through the Fu Foundation School of Engineering and Applied Science at Columbia University. He is also a Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA®), specializing in the unique financial needs of high-performance professionals.

A proud member of the Academy of Certified Portfolio Managers, Shane combines rigorous investment discipline with a personalized planning approach grounded in long-term client success.

Born and raised in Charlotte, Shane is a graduate of UNC Charlotte and a veteran of the United States Marine Corps. He remains deeply engaged in his community, supporting numerous local nonprofit organizations and giving back through mentorship and volunteer leadership.

Shane and his wife are the proud parents of two boys. Outside the office, he enjoys coaching his sons in their various sports and spending time on the golf course as an avid player and enthusiast.