Strength in numbers

Stephen Lee, J.D., CFP®
Partner, CEO; Wagener-Lee, LLC

Steve@WagenerLee.com

Steve’s background and credentials in the dual disciplines of financial planning and law allow him to provide clients of Wagener-Lee an uncommon level of insight and perspective to the financial issues facing them.

In addition to being an attorney* and the CEO of Wagener-Lee, LLC, Steve is a Certified Financial Planner professional and a registered principal with Raymond James Financial Services, Inc.

He has practiced comprehensive financial planning since 1979 and began his law practice in 1983 as a sole practitioner specializing in wills, trusts and estate planning. As an advisor, Steve manages millions of dollars of investment assets for individuals, trusts and small businesses. His focus is on total wealth management for his clients, including a specialty in retirement planning.

It’s important to Steve to develop personal relationships with his clients, taking on the role of educator and consultant, and working with them to formulate goals and objectives based on their own ambitions.

Steve is a past treasurer and director of the Baltimore Association for Financial Planning. He is a member of the Institute of Certified Financial Planners, American Bar Association/Howard County Bar Association, National Association of Life Underwriters (Howard County Chapter) and a broker for the Howard County Board of Realtors. Steve is a graduate of the University of Maryland and completed his Masters in Business from Johns Hopkins University.

For over 20 years, Steve has mentored young people interested in business and finance. He sits on the advisory boards for the Academy of Finance in Howard County and the Business Management Academy for River Hill High School. In addition, he is part of the professional division of the Future Business Leaders of America and has served as a judge for its regional and state competitions.

Steve is extremely active with many charities. He serves on the state board for the Cystic Fibrosis Foundation and as co-chair of the Columbia Great Strides Walk and Block Party for Cystic Fibrosis. He also supports Crohn’s Colitis Foundation of America, Claudia Mayer Cancer Resource Center, Zaching Against Cancer Foundation, and The Living Legacy Foundation, to name a few.

He has also been a coach for many years and enjoys playing soccer and tennis in his free time.

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CFP® | Certified Financial Planner |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

 

*Attorney services are provided by Stephen J. Lee, Esq. and are not a service offered by Raymond James.