Strength in numbers

June 2018

  • Amanda Piper has been named to InvestmentNews 40 Under 40 Class of 2018! Click here to read Amanda's feature. Click here to read the press release.

    InvestmentNews 40 Under 40 Class of 2018

    Each year InvestmentNews recognizes 40 industry professions under the age of 40 based on factors including a proven track record of accomplishment, contribution to the industry, leadership and promise. Approximately 1,000 nominees were considered and 40 were chosen to receive the award. The nominations are read and vetted by an internal group of editors and reporters at InvestmentNews. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. InvestmentNews is not affiliated with Raymond James.

  • Once again, Wagener-Lee will sponsor an evening of fun and frivolity to benefit the Cystic Fibrosis Foundation on Friday, August 10th, 2018 from 6:00pm until 9:00pm.
  • Save the date for our:

    BLOCK PARTY at the Clarksville Commons

    12220 Clarksville Pike, Clarksville, MD 21029

    Music will be provided by the amazing NightLife band with lite bites & beverages

    Stay tuned for additional details about this Uncommon Event at Clarksville Commons to benefit a great cause!

    Cystic Fibrosis Foundation logo

    Raymond James does not support nor sponsor this event or organization


  • Congratulations to Richard Wagener who was recently named to Barron's list of "The Top 1,200 Financial Advisors by State". The 2018 list published March 5th, draws from all 50 states and the District of Columbia. It is the most comprehensive annual advisor list circulated by Barron's. Congratulations to Rick! See the Press Release for more information.

    Barron's selected advisors for its list after weighing factors such as assets under management, revenue generated, regulatory record, philanthropic work and the overall quality of the advisor's practice.

    This recognition is not indicative of future investment performance and may not be representative of individual clients' experience. No fees were paid by the advisor or Raymond James in exchange for placement in this ranking.

May 2018

  • As a reminder, the markets and our office will be closed in observance of Memorial Day on Monday, May 28th.

April 2018

  • Rick and Amanda were interviewed for Aspire Magazine, the magazine for women advisors created for women, by women. Check out their article starting on page 22.
    https://go.rjf.com/AspireSpring2018

March 2018

  • As a reminder, the markets and our office will be closed on Friday, March 30th in observance of Good Friday.

February 2018

  • Little Hats, Big Hearts



    Melany and Carol made 30 red hats for babies born in 9 Maryland hospitals to wear when they go home.

    The program is co-sponsored by the American Heart Association and the Children's Heart Foundation. The hats are for babies born in February, intended to inspire Moms and babies to live healthy lives.

    Thank you Melany and Carol!!
  • Please note the markets and our office will be closed on Monday, February 19th in observance of President’s Day.

January 2018

  • Start your financial new year right by reading 12 Resolutions for 2018 located on our blog page BULLBEARPEN
  • As a reminder, the markets and our office will be closed in observance of Martin Luther King, Jr. Day on Monday, January 15th.