Wealth Management Advisors, LLC

Miriam Edwards is a financial advisor at Wealth Management Advisors, LLC with 10 years of industry experience. She holds the Series 66 designation and has worked previously at Arkadios Capital, Triad Advisors, Inc., LPL Financial, and the Bank of North Carolina. In addition to her advisory role, she is involved in life insurance sales. Wealth Management Advisors, LLC provides financial planning, discretionary portfolio management, retirement-plan advisory services, and a wrap-fee program to individuals, trusts, businesses, and other organizations. The firm serves both retail and high-net-worth clients, using a long-term strategic asset allocation approach with tactical adjustments and discretionary portfolio management.

Clayton Koch is a financial advisor at Wealth Management Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley Private Bank, N.A., Northwestern Mutual Investment Services LLC, and Heath Johnson. Outside of his advisory work, he is involved as a partner in 413 Investments LLC, which aims to invest in recreational opportunities such as golf courses. Wealth Management Advisors, LLC provides financial planning, discretionary portfolio management, retirement-plan advisory, and wrap-fee programs to a diverse client base including individuals, trusts, businesses, and institutional clients. The firm emphasizes long-term strategic asset allocation combined with tactical adjustments and manages approximately $686 million in discretionary assets using fundamental, technical, and cyclical analysis.

Dan Wagner is a financial advisor with Wealth Management Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Arkadios Capital, Triad Advisors, Inc., and has operated Wagner Wealth Management since 2007. Outside of his advisory work, Wagner is involved in co-owning and consulting for coffee sales businesses, including Cup of Joe LLC and Coffee Unlimited LLC. Wealth Management Advisors, LLC manages approximately $563 million and provides financial planning, portfolio management, retirement plan advisory, and consulting services to a diverse client base including individuals, trusts, businesses, and municipal entities. The firm employs a long-term strategic asset allocation approach with tactical adjustments and offers services through advisor-managed accounts, third-party managers, and a firm-sponsored wrap fee program.

James Davis is a CFP®-designated financial advisor with 20 years of industry experience, currently serving at Wealth Management Advisors, LLC in Greenville, SC. His prior experience includes roles at Arkadios Capital and Triad Advisors, Inc. Outside of his advisory work, he is the founder and president of the Antonakos Foundation, a 501(c)(3) charity providing scholarships to college students, and serves on the endowment board of Buncombe Street Methodist Church. Wealth Management Advisors, LLC manages approximately $563 million and offers financial planning, portfolio management, retirement plan advisory, and consulting services to a diverse client base including individuals, trusts, businesses, and charitable organizations. The firm emphasizes customized investment plans with a long-term strategic asset allocation and tactical adjustments, and it uniquely serves state and municipal clients as well as insurance companies through a wrap fee program.

Jennifer Osgood is a financial advisor with Wealth Management Advisors, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked at Arkadios Capital and Triad Advisors, Inc., and has been with Wealth Management Advisors and Wagner Wealth Management since 2014 and 2007, respectively. Osgood serves on the boards of A Child's Haven and Foothills Alliance, organizations focused on therapeutic child care and child abuse prevention. Wealth Management Advisors, LLC manages approximately $563 million and provides financial planning, portfolio management, retirement plan advisory, and consulting services to a diverse client base including individuals, trusts, businesses, and municipal entities. The firm emphasizes customized, long-term strategic asset allocation with tactical adjustments and offers services through advisor-managed accounts, third-party managers, and a wrap fee program.