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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