Strength in numbers

August 2019

  • As a reminder, the markets and our offices will be closed Monday, September 2nd in observance of Labor Day.
  • It was great to see so many of you at this year’s June 7th Block Party. We want to thank all of our friends and families for supporting us as we support CFF.
    block party thanks

July 2019

Happy 4th of July
  • As a reminder, in observance of Independence Day the markets and our office will be:
    • Markets close early at 1:00PM, Wednesday, July 3rd.
    • Closed Thursday, July 4th.

June 2019

  • Please be our Guest at our Annual Block Party June 7th.
    block party invite

May 2019

  • As a reminder, the markets and our office will be closed in observance of Memorial Day on Monday, May 27th.

April 2019

  • As a reminder, the markets and our office will be closed on Friday, April 19th in observance of Good Friday.
  • Congratulations to Richard Wagener who was recently named to Barron's list of "The Top 1,200 Financial Advisors by State”. The 2019 list published March 8, 2019, 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.

March 2019

  • Sharing International Women’s Day on March 8th with our team! We are working on the official power pose with our arms in the shape of a "W".

February 2019

  • Please note the markets and our office will be closed on Monday, February 18th in observance of President’s Day.

  • Little Hats, Big Hearts

    Melany and Carol made over 90 handmade red hats for the nationwide Little Hats, Big Hearts, an awareness campaign for the American Heart Association and the Children’s Heart Foundation. Babies born during February will go home from the hospital wearing these little red hats which promote a heart-healthy lifestyle for everyone. This year 14 Maryland hospitals and scores of local knitters and crocheters are participating in the program. This is the second year that Melany and Carol stitched up hats and they actually tripled the number of hats they donated.

January 2019

  • We would like to welcome Sean Monaco to the Wagener-Lee team. Sean brings experience from his background in recreation, hospitality, and healthcare. He developed customer service skills through these different vocations. Sean is looking forward to getting to know and serve each client of the firm.

    Sean joined the team in January of 2019, as a Client Service Advisor. He will be working hard on becoming a valuable asset for you and the Wagener-Lee team.

    In his free time, Sean loves to rock climb, hike, and golf. He also enjoys spending quality time with family and friends in the Mid-Atlantic region.

    Originally from Delaware, Sean lives in Ellicott City, Maryland, with his fiancé, Sasha.

  • As a reminder, the markets and our office will be closed in observance of Martin Luther King, Jr. Day on Monday, January 21st.