Rick Wagner is a CERTIFIED FINANCIAL PLANNER™ and Senior Vice President of Wealth Management with Raymond James in the Doylestown, Pennsylvania office.
Rick’s priority is putting his clients’ interests first when helping them achieve their financial goals.
Rick graduated from Boston University with a Bachelor of Science in business administration/finance and an international finance minor through the London School of Economics. From 1990 to 1999, Rick was a floor trader and portfolio manager on the London, New York and Philadelphia financial exchanges. In 1999, Rick moved to Smith Barney (where he remained until 2007), then Morgan Stanley, where he served as a financial advisor and portfolio manager until he joined Raymond James in 2020.
Rick has been happily married to Keirsten since 1993. Keirsten holds a double Bachelor of Arts degree in history and political science, a Master’s degree in public administration, her teacher’s certification from DeSales University, and she tirelessly devotes energy to her family and helping animals. Rick and Keirsten have two great sons named Connor and Keith, and live in the quiet countryside of Hilltown, PA, with their Chinook dogs, Dakota and Jäger. Both Connor and Keith attended La Salle College High School. Keith is an Ursinus College alumni, and Connor a graduate of West Chester University. Rick was born in Bellefonte, PA, (near Penn State) and raised in Huntingdon Valley, PA. When not helping his clients, Rick enjoys surfing, boating, traveling, and spending time with his family and friends.
Drawing on over 30 years of experience, and using much of the knowledge shared by his father Rick Wagner Sr., Rick helps a select group of successful families and business owners manage their wealth.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.