Charles Wagner

Charles W. Wagner, CIMA^®, CFP^®, CRPC^®, CPFA
Managing Director
Wealth Management Advisor
Retirement Benefits Consultant
Global Institutional Consultant

Prior to joining Merrill Lynch Wealth Management in 2004, CB Wagner served as an assistant branch manager with First Interstate Banc Systems. He provides goals-based wealth management strategies for individuals, as well as consulting services for corporate retirement plans, corporate funds, foundations, and endowments. CB’s commitment to his profession includes the following designations: CERTIFIED FINANCIAL PLANNER^™ certification, Certified Investment Management Analyst, CIMA^® professional, Global Institutional Consultant professional, CHARTERED RETIREMENT PLANNING COUNSELOR, CRPC^® professional, CERTIFIED PLAN FIDUCIARY ADVISOR, CPFA^TM designation, and a graduate of Montana State University with BSBA in Business Management.

*Global Institutional Consulting, operating under the name “Bank of America,” is a business offering products and services for the benefit of institutional and ultra‐high net worth clients and is part of Global Wealth and Investment Management (GWIM), the wealth and investment management division of Bank of America Corporation (“BofA Corp.”). Global Institutional Consultants mentioned herein are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S“ or “Merrill”) and may assist you with investment products and services. The nature and degree of advice and assistance provided, the fees charged, and clients’ rights and Merrill’s obligations will differ depending upon the products and services actually provided. Banking activities may be performed by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. Brokerage and investment advisory services are provided by wholly owned non-bank affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”), a dually registered broker-dealer and investment adviser and Member SIPC.