Wealth Management

Think Ahead

How many family generations will you encourage, enable and influence? With a good advisor and experienced planning, you’ll feel good about your options.

If you want to leave a legacy, you should be banking with us. To THINK AHEAD, BANK AHEAD with Queensborough National Bank and Trust.

Wealth Management

helps you create a strategy to obtain, increase, protect and distribute wealth.

We have customers in each of those categories from early planners who need to “obtain” to individuals who are now at the point of “wealth distribution.” Taking time to meet with our experts today can mean having the financial resources available when it’s time to enjoy life at a more leisurely pace.

Private Banking

Private Banking

for professionals and executives who need a comprehensive approach to financial services.

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Estate Services

Trust & Estate Services

provides a full scope of personal financial services with local administration.

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Retirement Services

offers planning for every stage of life, whether you are just starting to think about retirement or have been retired for years.

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Investment Services

Investment Services

can help you make more informed decisions for your future and give you independent advice.

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Investment Services

Financial Literacy

can help you achieve your dreams and set the path to financial freedom.

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Wealth Management Team

How is Queensborough different?

First of all, we are local providers. We are accessible. Second, our team of experts has the diversity and knowledge to give you a well-rounded approach to your strategy. Maslow said – “If you only have a hammer, you tend to see every problem as a nail.” And that’s why at Q, our team approach makes a lot more sense. We have a wide variety of tools to address your needs. Finally, we’ve been advising our customers since 1902. Experience is a very good teacher.


As part of our wealth management services, we are pleased to offer this free tool to help you organize your financial assets. By printing and completing our downloadable Family Care Kit, you can provide your loved ones with the peace of mind knowing they have the information needed to maintain your financial assets should anything happen to you.


Family Kit Care

Photo of Dagan Sharpe

Dagan Sharpe

Director of Financial Management Group
Region Manager

P: (706) 284 6026
F: (706) 868 9974

NMLS#: 1204531

7 George C. Wilson Ct.
Augusta, GA 30909

Dagan is currently charged with leading, expanding and integrating Queensborough's investment, trust, fiduciary and banking divisions in order to provide comprehensive financial strategies to the communities Queensborough has proudly served since 1902. This collection of local financial expertise has uniquely positioned the bank to serve area farmers, business owners and families with a team of specialists that is customized to meet their various financial needs. Dagan previously served as National Director for Wells Fargo’s Wealth Management division where he partnered and consulted with multiple business lines, along with executive leaders throughout the organization in order to enhance client service levels and business acquisitions. He has served as Greater Georgia Region Director for Wachovia where he led and expanded the private banking, trust, fiduciary and brokerage teams throughout the state, and has also led the retail branch network while with Wachovia for both the Aiken, South Carolina and Augusta, Georgia area markets. Dagan is a graduate of the University of Georgia with a bachelor’s in Public Relations, maintains a weekly blog and is the author of various books. He holds Series 7, 66 & 24 investment licenses with LPL Financial, along with real estate, variable annuity and life insurance licenses and is a graduate of the Omega Commercial Analysis Program. Dagan and his wife, Jennifer, live in Augusta, Georgia with their two children and are active members of Warren Baptist Church where he serves as a deacon and Life Group teacher for an adult Bible study class.


Queensborough's Wealth Management Wheel is our trusted tool to help you better understand the cycle of wealth management. Our approach is centered around the relationship between our client (you) and Queensborough's team of specialists chosen specifically to match your goals and interests.

Family Kit Care

Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Not FDIC insured - No Bank Guarantee - May lose Value - Not a Deposit - Not Insured By Any Federal Government Agency


Your Queensborough banker will get you started. Our easy to understand Family Care Kit gives you the opportunity to begin right in the privacy of your own home. Then we can schedule a meeting to review and discuss so we can choose the best team members for your strategy. Plan today to PLAN AHEAD.


Call any branch today.

Find a Location


Welcome to Queensborough National Bank and Trust, your destination for all of your banking needs.

We offer a wide range of banking services including personal banking, business banking, mortgage services, and wealth management. At Queensborough, we offer various financial services and banking products to our retail and corporate customers through a variety of channels.

Started in 1902 as the First National Bank and Trust Company, today Queensborough has over 25 locations spread across the state from Augusta to Savannah. We take pride in offering professional banker expertise coupled with a personal banker attitude while offering first-class customer services to our esteemed customers. At Queensborough, we provide state-of-the-art technology to make the banking experience the best it can be for our customers. Time and again, Queensborough National Bank and Trust has been recognized by its patrons for our trustworthy and reliable services.

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