Finance is personal. Just ask Carrie Wagner, who has made a career out of helping others gain a better understanding of their unique financial picture. To her, there’s nothing more rewarding than giving clients the confidence to invest in themselves—and invest in their futures.
Getting her start as a Bank Teller in high school, Carrie quickly rose through the ranks, becoming a Consumer Lender after college, then later a Mortgage Lender, Branch Manager, Commercial Banker and Private Banker before landing her dream job as a Wealth Advisor. Her broad range of experience gives Carrie a different perspective that she shares with the rest of the team at United Iowa Financial. As the firm’s Chief Development Officer, Carrie also plays an important role in helping the firm develop new relationships with clients and within our communities.
Carrie’s passion for helping others extends past her banking career and is evident in her various volunteer and charitable activities. Outside of work, she enjoys running, biking, traveling and spending time with her two children.
CERTIFICATIONS & ACCOMPLISHMENTS:
- Accredited Investment Fiduciary®
- FINRA Series 7 & 66
INVESTMENT STYLE:
- Steady, Insightful, Personal
IN THE COMMUNITY:
- Past Board member, Iowa Women’s Foundation
- Mentor, Women in Business
- Former Board member, Junior Achievement of Eastern Iowa
- Board Member, United Action for Youth
- Past Board Member, Habitat for Humanity