Broker Check
Sam E. Wagner,  CFP®

Sam E. Wagner,  CFP®

Investment Adviser Representative

In my role as an Associate Advisor at Prosperity, you will often see me in meetings with other Prosperity advisors. As a part of my desire to learn how to grow into a lead advisor, I take notes in meetings, walk clients through the financial planning process, assist advisors with meeting completion and follow-up. I previously had financial services internships that include experience in banking security and financial advising. I look forward to meeting each of you in our meetings and am happy to assist.

I am originally from Granville, Ohio, a small college town east of Columbus, where I graduated high school. In 2018 I graduated from DePauw University in Greencastle, Indiana with a BA in Economics and a concentration in finance. While at DePauw I was a member of numerous campus organizations including the NCAA Men’s Swimming and Dive team and the Beta Theta Pi Fraternity. I also was a member/captain of the collegiate swim team.

In my free time I enjoy working out, watching Ohio (and Indiana) professional sports teams (this includes the Browns!), exploring breweries/restaurants in the Midwest with my friends and fly fishing with family.

Fun fact: My favorite restaurant is Chipotle and I'm not very savvy with movie trivia/quotes (something the team is working on).