Stephen J. Lee
Owner, Wagener-Lee Wealth Advisors, LLC
- Role
- Financial Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
- Location
- Columbia, MD, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Stephen J. Lee
Stephen Lee is the CEO of Wagener-Lee, LLC, Wealth Advisors, as well as an attorney* and…
Experience
Financial Advisor
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
Jan 2004 — Present
Education
University of Maryland
Bachelor of Arts
University of Baltimore School of Law
Juris Doctorate
The Johns Hopkins University
Masters in Administrative Science
Skills
- Finance
- Strategic Planning
- Financial Advisory
- Marketing
- Small Business
- Asset Managment
- Wealth Management
- Securities
- Estate Planning
- Public Speaking
- Retirement Planning
- Management
- Wills
- Financial Analysis
- Wealth
- Leadership
- Financial Planners
- Strategic Financial Planning
- Investments
- Project Management
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