Ankit is the Director of Investments and Planning at Waggoner, where he combines attention to detail with a client-first approach to wealth management. He helps clients navigate complex financial decisions and navigate their long-term goals through thoughtful, personalized guidance. He specializes in investment strategy, portfolio management, trading, and complex financial planning. Ankit aligns every recommendation with client goals and takes the time to celebrate each client milestone.
Ankit is a CFP® professional and holds an MBA from the University of the Cumberlands and a BA in Finance from Michigan State University. Beyond his client-facing work, he plays a key role in human resources and campus recruiting, serving as a point of contact and mentor for students exploring careers in finance.
Having lived in five countries, Ankit brings a global perspective to his work, enhancing his ability to evaluate international markets and provide insights that benefit clients with diverse financial goals and backgrounds. His experiences abroad have also shaped his appreciation for cultural nuances, adaptability, and innovative problem-solving.
Outside of work, Ankit enjoys staying active through gym workouts and is an avid reader, always seeking to expand his knowledge and bring fresh ideas to both clients and the team.