KARL A. WAGNER III
Senior Wealth Advisor
Growing up in a small town of a thousand people nestled in the Poconos, Karl could not wait to move out into the world and make his mark in the Financial Service industry. His career and travels brought him to San Francisco, West Palm Beach, Boston and eventually Philadelphia, where he resided for fifteen years. Climbing the “company ladder” resulted in professional success with such firms as Putnam Investments, AXA-Equitable, and finally as a Vice President with Prudential Financial. Yet, when the opportunity presented itself in 2013 to move his family back home and join his lifelong friends at Biondo Investment Advisors, it was the easiest decision of his personal and professional career.
The extensive experience of a twenty-five-year career working in a consultative role with other investment professionals, made Karl uniquely qualified to bring a more comprehensive planning approach to the firm. Karl heads up the Wealth Planning division here at Biondo Investment Advisors. His primary responsibilities are to assist clients with complex solutions and to meet with clients regularly to review their portfolios and ensure their Financial Plan continues to be in synch with their life goals.
Karl graduated Villanova University in 1991 with a Bachelor’s Degree in English and a Concentration in Economics. He has obtained the Series 65 Investment Advisor designation and also holds an insurance license in PA, NY and NJ.
Karl and his wife have three children and call Sparta, NJ, their home. Many years ago, Karl become involved with a non-denominational inner-city school in North Philadelphia called the GESU and has mentored youth for the past fifteen years. He also volunteers at Pass it Along, an organization that empowers teenagers through community work. Commitment to his hometown of Milford has continued through his being a board member of the Milford Community House. Most recently, Karl joined the Board of Directors of the Newton Medical Center Foundation in Newton, NJ.
You can also check Karl’s investment advisor background on the SEC’s Investment Adviser Public Disclosure (IAPD)