Justin J. Wagner, AIF®
Director of Business Development
Justin J. Wagner, AIF®, is the Director for Business Development at Henssler Financial. He originally joined the firm in 2017 as a Client Relationship Manager—Retirement Services. In 2024, Mr. Wagner will spearhead the firm’s expansion efforts by opening an office in Naples, Florida. His leadership will play a crucial role in enhancing the firm’s reach and impact, fostering the growth of existing and new relationships, and creating opportunities that benefit current clients and employees. This expansion represents another milestone in spreading the Henssler brand and solidifying the firm’s commitment to excellence in service and community engagement.
Additionally, Mr. Wagner continues to work closely with Senior Consultant for Retirement Services, Scott Brown, MBA, CFS®, business owners, and plan trustees to design qualified retirement plans and provide ongoing services to the Plan Sponsor, Trustee, and participants. Mr. Wagner helps companies manage all aspects of their 401(k) plans, including investment line-up, cost analysis, fee benchmarking, participant education, and plan design. As part of the Retirement Services team, he is integral in growing the retirement services book by forming lasting partnerships with companies and providing ongoing employee education on all aspects of saving, budgeting, and investing.
Assuming the role of Head of Commercial Transformation in 2021, Mr. Wagner, is responsible for introducing employees, clients, and prospective clients to the extensive range of services offered by Henssler Financial. Additionally, he offers leadership coaching to young professionals, empowering them to enhance their skills, advance within the firm more effectively, and navigate the challenges encountered by all employees.
Prior to joining Henssler Financial, Mr. Wagner was with Morgan Stanley Wealth Management for nine years, beginning as an intern and then spent six years serving as a Financial Adviser managing portfolios and building lasting relationships with his clients. During his tenure at Morgan Stanley, Mr. Wagner became a 401(k) specialist, helping clients establish 401(k) plans or manage their existing plans.
Mr. Wagner earned a Bachelor of Business Administration in Finance from the University of Kentucky. He earned the Accredited Investment Fiduciary® designation from the Center for Fiduciary Studies (Fi360), which signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.
Justin J. Wagner, AIF®
Director of Business Development
Justin J. Wagner, AIF®, is the Director for Business Development at Henssler Financial. He originally joined the firm in 2017 as a Client Relationship Manager—Retirement Services. In 2024, Mr. Wagner will spearhead the firm’s expansion efforts by opening an office in Naples, Florida. His leadership will play a crucial role in enhancing the firm’s reach and impact, fostering the growth of existing and new relationships, and creating opportunities that benefit current clients and employees. This expansion represents another milestone in spreading the Henssler brand and solidifying the firm’s commitment to excellence in service and community engagement.
Additionally, Mr. Wagner continues to work closely with Senior Consultant for Retirement Services, Scott Brown, MBA, CFS®, business owners, and plan trustees to design qualified retirement plans and provide ongoing services to the Plan Sponsor, Trustee, and participants. Mr. Wagner helps companies manage all aspects of their 401(k) plans, including investment line-up, cost analysis, fee benchmarking, participant education, and plan design. As part of the Retirement Services team, he is integral in growing the retirement services book by forming lasting partnerships with companies and providing ongoing employee education on all aspects of saving, budgeting, and investing.
Assuming the role of Head of Commercial Transformation in 2021, Mr. Wagner, is responsible for introducing employees, clients, and prospective clients to the extensive range of services offered by Henssler Financial. Additionally, he offers leadership coaching to young professionals, empowering them to enhance their skills, advance within the firm more effectively, and navigate the challenges encountered by all employees.
Prior to joining Henssler Financial, Mr. Wagner was with Morgan Stanley Wealth Management for nine years, beginning as an intern and then spent six years serving as a Financial Adviser managing portfolios and building lasting relationships with his clients. During his tenure at Morgan Stanley, Mr. Wagner became a 401(k) specialist, helping clients establish 401(k) plans or manage their existing plans.
Mr. Wagner earned a Bachelor of Business Administration in Finance from the University of Kentucky. He earned the Accredited Investment Fiduciary® designation from the Center for Fiduciary Studies (Fi360), which signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.
Notable
Accredited Investment Fiduciary®
15 Years of Financial Services Experience