Carrie Wagner is the Director of Private Banking at UICCU Wealth Management and a Wealth Advisor with Commonwealth Financial Network. Her clients appreciate her extensive banking, lending and investment background as well as her genuine and thoughtful demeanor. Carrie holds FINRA Series 7 & 66 Securities licenses, Life and Health Insurance Licenses through the State of Iowa, and is an Accredited Investment Fiduciary (AIF) designee with FI360 Global Fiduciary Insights. Securities and advisory services offered through Commonwealth Financial Network, member. FINRA/SIPC, a Registered Investment Adviser.
Patient. Research-driven. Steady under pressure. Focused on the long-term. These are all traits of investment great, Warren Buffett, known for his buy-and-hold strategy and his need to truly understand the companies he invests in.
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