Reagan Wagner

CEO, National Financial Alliance

Professional Overview
Reagan Wagner is an experienced financial services executive with a strong track record of driving growth and innovation. As the CEO of National Financial Alliance, he is responsible for setting the strategic direction of the organization and overseeing its day-to-day operations. With over 20 years of industry experience, Reagan has developed deep expertise in financial advisory, investment management, and wealth planning.

Experience Summary

Current Role
As the CEO of National Financial Alliance, Reagan is responsible for leading the firm's strategic vision and driving its continued expansion. Under his leadership, the company has experienced significant growth, expanding its client base and diversifying its service offerings. Reagan oversees a team of highly skilled financial advisors and is instrumental in fostering a culture of excellence and client-centric service.

Career Progression
Prior to becoming CEO, Reagan served as a Financial Advisor at National Financial Alliance, where he played a key role in building the firm's client relationships and investment portfolio management capabilities. Earlier in his career, he held the position of Advisor at American General Securities Incorporated, where he gained valuable experience in the financial advisory industry. Reagan's background also includes a role as an Environmental Project Leader at HEB, where he demonstrated his ability to lead cross-functional teams and deliver complex projects.

Academic Background
Reagan holds a Bachelor's degree in Finance from the University of Texas at San Antonio, where he graduated with honors. His educational background has provided him with a strong foundation in financial management, investment analysis, and strategic decision-making.

Areas of Expertise

• Financial advisory and wealth management

• Investment portfolio construction and optimization

• Retirement and estate planning

• Client relationship management

• Strategic planning and organizational leadership

Professional Impact
Under Reagan's leadership, National Financial Alliance has experienced significant growth, with assets under management increasing by over 50% in the past five years. He has also been instrumental in diversifying the firm's service offerings, introducing innovative wealth management solutions that have resonated with clients. Reagan is actively involved in industry associations and has been recognized for his contributions to the financial planning profession.

Conclusion
With his extensive experience, strategic vision, and commitment to client success, Reagan Wagner is well-positioned to guide National Financial Alliance through its next phase of growth and development. His proven track record of driving organizational performance and delivering exceptional client outcomes makes him a valuable asset to the firm and the broader financial services industry.