Strength in numbers

September 2017

  • As a reminder, the markets and our offices will be closed Monday, September 4th in observance of Labor Day.
  • For your reading indulgence we have started a blog on our website! Curious, read the first post here www.bullbearpen.com.

August 2017

  • Thank you! Thank you!

    Block Party Update

    On a Friday evening in June, the Wagener-Lee Block Party on the Commons rocked the Clarksville Commons. Blessed with fair weather and the full strawberry moon, about 250 friends joined us to support the roughly 30,000 people in the United States living with Cystic Fibrosis and to raise funds to continue the lifesaving efforts of The Cystic Fibrosis Foundation. It is with humble and grateful hearts that we share the news that our little Block Party raised over $30,000 to help make CF stand for Cure Found.

    We are grateful to Manor Hill Brewery, Coca Cola Bottling Company Consolidated of MD and the Creig Northrop Team who supplied the liquid libations for the evening. We want to thank You Pizza, Food Plenty and Brian’s Catering who provided delicious food for our guests. We truly appreciate Einstein Brothers for generously donating all of the paper goods. And a special thank you goes to Kupcake and Company and Scoop and Paddle Ice Cream for satisfying everyone’s sweet tooth.

    We thank all of our friends and families for supporting us as we support CFF, a cause that is near and dear to us at Wagener-Lee. The CF event webpage will stay up a while longer to accept donations.

    It was great to see so many of you at the Block Party. If you couldn’t get there, we missed you and we hope to see you next year.

    Team Wagener-Lee

    Raymond James is not affiliated with The Cystic Fibrosis Foundation or any of the other organizations mentioned herein.

July 2017

  • As a reminder, the markets and our offices will be closed Tuesday July 4th in observance of Independence Day.

June 2017

  • Welcome back our intern Payton VeStrand. Payton is currently a junior at Liberty University in Lynchburg, Virginia. He is pursuing a degree of Bachelor of Science in Business Administration-Financial Planning. Payton is interning with our team focusing on Financial Advising.
  • Congratulations to John (Jack) Crabtree who passed his Series 7 exam!

May 2017

  • As a reminder, the markets and our offices will be closed on Monday, May 29th for Memorial Day.
  • Once again, Wagener-Lee will sponsor an evening of fun and frivolity to benefit the Cystic Fibrosis Foundation on Friday, June 9th, 2017 from 6:00 pm til 9:00 pm. Save the date for our BLOCK PARTY on the Commons featuring great music, food and drink at the new Clarksville Commons, 12220 Clarksville Pike, Clarksville, MD 21029. Again this year, music will be provided by the amazing NightLife band with lite bites & beverages provided by the Clarksville Commons merchants.

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



    Raymond James does not support nor sponsor this event or organization.

April 2017

  • Congratulations to Richard Wagener who was recently named to Barron's list of "The Top 1,200 Financial Advisors by State". The 2017 list published March 5, 2017, 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.
  • Please note the markets and our office will be closed on Friday, April 14th in observance of Good Friday.
  • For several years Melany Graydon, an administrative assistant at Wagener-Lee, has actively supported the Cystic Fibrosis Foundation by planning and participating in the Great Strides Family Fun Day and Walks in both Howard County and Salisbury, Maryland. In 2016, Melany assumed the leadership of the Salisbury Walk and took on a lead role for the Block Party on the Square, an event to benefit the Cystic Fibrosis Foundation sponsored by Wagener-Lee. In addition, Melany works tirelessly at the annual Howard County Wine Masters. In recognition of her continued dedication to improving the lives of people living with CF and their families, Melany was recently presented with the Helping Hand Award by the Maryland Chapter of CFF at their 2017 annual meeting.

March 2017

February 2017

  • Please note the markets and our office will be closed on Monday, February 20th in observance of President's Day.
  • Please welcome our intern John (Jack) Crabtree. Jack graduated from the University of South Carolina in December 2016 with a Bachelor of Science degree in Sport & Entertainment Management. He will focus on learning the basics of wealth management in addition to gaining practical experience in financial planning and advising. Jack is currently studying for the Series 7 exam.
  • Amanda Piper, CFA, attended the Annual Portfolio Management Group Symposium. Topics this year included the DOL Fiduciary Rule, Active vs. Passive investing, and more.

January 2017

  • As a reminder, the markets and our office will be closed in observance of Martin Luther King, Jr. Day on Monday, January 16th.
  • Welcom to our intern Payton VeStrand. Payton is currently a Junior at Liberty University in Lynchburg, Virginia. He is studying Business Administration pursuing a double major in Financial Planning and Economics. Payton is interning with our team focusing on Financial Planning.