greg wagner
Greg Wagner, CFP® Vice President, Wealth Management

Greg specializes in assisting clients with retirement planning, income management, education funding, wealth transfer, and estate planning. He enjoys helping clients define their goals, establish a strategy centered on their priorities, and manage their strategy as the inevitable changes in life occur.

Greg is a graduate of Penn State University, with a Bachelor of General Arts & Sciences with a focus on Finance, Real Estate, Architecture, and Engineering. He continued his education at John Hopkins University. He is a CERTIFIED FINANCIAL PLANNERTM professional.

Even prior to joining our team in May 2023, Greg has been a financial advisor to individuals and businesses for over 15 years. His passion for helping others has led to his involvement with Habitat for Humanity and other community organizations. He is the Secretary for the York Chapter of Professional Referral Exchange and is a member of the York Builders Association.

Greg’s personal interests include spending time with family, gardening, golfing, sports cars, and cheering on the Ravens. Greg lives in Hanover, PA with his wife Jennifer, their two dogs (Bella and Sofie) and their cat (Ginger). Greg and Jennifer have two grown children, Alissa and Nicholas, and a grandson, Marcus.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James is not affiliated with the above organizations and/or charitable causes.