David R. Wagner

David Wagner has been serving clients at Wagner Financial Services since September 2014, bringing a people-first mindset and a deep commitment to long-term financial confidence. As a Registered Representative, David holds FINRA Series 6, Series 63, and Series 65 securities registrations, equipping him to support individuals and families with informed, compliant, and personalized financial guidance.

Known for his approachable style and genuine compassion, David quickly built strong relationships with clients across Bucks County and the surrounding communities. His practice has continued to grow, most recently expanding through the acquisition of a respected peer’s client base following their retirement – an opportunity that reflects the trust he’s earned within the local financial services community.

David lives in Jamison with his wife, Jennifer, and their children, Max and Nora. A lifelong Bucks County resident, he graduated from Council Rock High School South, where he played center on the ice hockey team. He went on to earn an associate degree in business communication from Bucks County Community College, laying the foundation for his career in financial services.

Outside the office, David enjoys sailing, spending time outdoors with his family, and cheering on the Philadelphia Flyers. He’s also passionate about giving back, coaching youth soccer and hockey, and inspiring teamwork both on and off the field and ice. One day, David hopes to check off all Seven Wonders of the World, proof that he’s always planning for the long term, personally and professionally.