Mimi Edwards started at Wagner Wealth Management in 2017 as a licensed administrative assistant. Over the next six years she served in various roles: primary trader, overseeing day-to-day operations and client services, and as a wealth adviser. In 2023, Edwards was named chief operating officer, where she continues as a wealth adviser, plays a key leadership role in overseeing the firm’s compliance department, and focuses on estate planning and tax analysis for high-net-worth and ultra-high-net-worth clients.
Both of the partners, Dan Wagner and Jennifer Osgood, at Wagner Wealth Management have been invaluable mentors in my growth and understanding of the wealth management industry. They have given me both the opportunity to explore and learn, while also taking the time to teach and develop in me the skills necessary to grow and excel in this industry. As a woman, I am especially thankful for Jennifer, who has been so incredibly generous to share both her time and her wealth of knowledge with me. She continues to be such a strong role model and mentor, showing me how to succeed in this industry and also in business in general, and I am forever thankful for her.
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