Nicole Wagner

Wealth Advisor

Nicole Wagner serves as a Wealth Advisor at AK Wealth Management, combining more than a decade of financial services experience with a strategic, relationship-driven approach. Her background in banking and investment management provides a strong foundation for helping clients navigate liquidity, risk, and portfolio design with precision and confidence.

Nicole views wealth management as a process of understanding change, planning carefully, and staying adaptable over time. She takes a thoughtful, down-to-earth approach—helping clients make clear, confident decisions that support their goals today and in the future.

A committed advocate for financial literacy and inclusion, Nicole champions the advancement of women in finance and mentors emerging professionals within the industry. Her leadership is defined by collaboration, thoughtful analysis, and a steadfast commitment to excellence in client service.

Nicole holds a degree in Business Management from Bluffton University and serves on the Board of Directors for both the Millstream Area Credit Union and The Old Mill Stream Foundation. She is also a graduate of the Hancock Leadership program, where she continues to contribute her expertise in strategic planning and community development.