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    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.13 She is a Chartered Financial Analyst (CFA®) charterholder and a Certified Estate Planner (CEP®).12

    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 201512
    • Certified Estate Planner (CEP®)1
    • Holds FINRA Series 7, 9, 10, and 66 licenses12
    • 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)13
    • 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 mosaic13
    • 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

    Highlights

    Aug 6 · wagenerlee.com
    Tech Women Wealth – Amanda Piper - Wagener Lee
    Tech Women Wealth – Amanda Piper - Wagener Lee

    Related Questions

    What inspired Amanda Piper to transition from engineering to wealth management?
    How does Amanda Piper's background in engineering influence her approach to financial planning?
    What are some notable achievements of Amanda Piper in her career?
    How does Amanda Piper specialize in advising women executives?
    What is the Women in Finance (WiFi) group that Amanda Piper co-founded?
    Amanda Piper, CFA
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    Location

    Washington DC-Baltimore Area