Amanda Piper, CFA

Partner, Wagener-Lee, LLC Financial Advisor

Amanda Piper, CFA®, CEP®, MBA

Amanda Piper is a Financial Advisor at Raymond James Financial Services and a Partner at Wagener-Lee, LLC, a wealth management firm based in Columbia, Maryland.1 3 She is a Chartered Financial Analyst (CFA®) charterholder and a Certified Estate Planner (CEP®).1 2

Background and Education

Earned a bachelor's degree in industrial and systems engineering (with a minor in business) from Virginia Tech and a Master of Business Administration (MBA) from the University of Maryland1
Worked for eight years as a design engineer at Northrop Grumman, specializing in advanced aperture design and stealth integration1
Transitioned to wealth management in 2010, joining Wagener-Lee1

Certifications and Licenses

Holds the Chartered Financial Analyst (CFA®) designation, issued by the CFA Institute in August 20151 2
Certified Estate Planner (CEP®)1
Holds FINRA Series 7, 9, 10, and 66 licenses1 2
Licensed in Maryland to sell life and health insurance1

Professional Achievements and Involvement

Named to the Investment News "40 Under 40" Class of 2018 from a field of approximately 1,000 nominees1
On the board of the Financial Planning Association of Maryland, where she co-founded Women in Finance (WiFi)1 3
Serves on the River Hill High School FBLA and volunteers for the CFA Institute's CFA® Program1

Specialization and Approach

Specializes in advising women executives1
Takes a comprehensive look at clients' financial lives, not just one piece of a larger mosaic1 3
Helps clients clarify their financial goals and develop a plan to achieve them, such as paying off debt, saving for college, or navigating complex stock option strategies1