Strength in numbers

December 2018

  • We have some great news to share about our client Madelyn Daniels, pictured 3rd from left, who has been inducted into the 2018 Maryland Senior Citizens Hall of Fame. Congratulations Madelyn! Read more about it in this article:


    Three Residents of Oak Crest Inducted into Maryland Senior Citizens Hall of Fame

    Parkville, Maryland--Oak Crest, an Erickson Living retirement community, is proud to announce that three of its residents are among 50 members of the Class of 2018 into the Maryland Senior Citizens Hall of Fame!

    Congratulations to Anne Brownson, Madelyn Daniels and Margaret Sellmayer! They were nominated and selected based on their incredible volunteerism in the greater community and at Oak Crest. The induction to the Hall of Fame occurred during a luncheon ceremony held at Michael’s Eighth Avenue in Glen Burnie on October 25.

    The Maryland Senior Citizens Hall of Fame, Inc. is a private, all-volunteer organization that has been functioning since 1987. Its sole purpose is to annually recognize individual senior Maryland citizens who have performed outstanding service in their communities.

    Each inductee received a membership certificate, MSCHF lapel pin and a copy of the Blue Book that includes the name, picture and a brief summary of volunteer service for each of the 2018 honorees.

    Photo Caption: Three residents of Oak Crest, an Erickson Living retirement community, earned induction into the Maryland Senior Citizens Hall of Fame for their outstanding commitment to volunteer service. The ceremony occurred on October 25 at Michael’s Eight Avenue in Glen Burnie. Pictured from left to right are Margaret Sellmayer (inductee), Robin Keeler (Director of Resident Life at Oak Crest), Madelyn Daniels (inductee) and Anne Brownson (inductee).

    About Oak Crest: Oak Crest, one of 19 continuing care retirement communities managed by Erickson Living®, is situated on a scenic 87-acre campus in Parkville, Maryland. The community is located in Baltimore County and is home to more than 2,100 residents.
  • As a reminder, during the holidays the markets and our offices will be:
    • Markets close early at 1:00PM on Monday, December 24th.
    • Closed Tuesday, December 25th, in observance of Christmas.
    • Closed Monday, January 1st, in observance of New Year's Day.

November 2018

  • As a reminder, during the Thanksgiving holiday the markets and our offices will be:
    • Closed Thursday, November 22nd, in observance of Thanksgiving Day.
    • Markets close early at 1:00PM, Friday November 23rd, the day after Thanksgiving.

September 2018

  • On August 10th, the Wagener-Lee Block Party at the Commons rocked the Clarksville Commons. On one of the hottest days of summer, about 270 folks gathered 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 $26,000 to help make CF stand for Cure Found.

    We thank all of our friends and families for supporting us as we support CFF, a cause that we hold so dear at Wagener-Lee. The event webpage will stay up a while longer to accept donations directly to CFF. http://blockpartyatthecommons.passioncff.org

    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 soon.

    Team Wagener-Lee

    Raymond James is not affiliated with The Cystic Fibrosis Foundation and does not support or sponsor this event.

August 2018

  • Please welcome our intern Sam Rice. Sam is currently a sophomore at Towson University in Towson, Maryland studying Finance. During his internship Sam will focus on learning the basics of Financial Advising. Sam is preparing for the Series 7 exam.
  • As a reminder, the markets and our offices will be closed Monday, September 3rd in observance of Labor Day.

July 2018

  • As a reminder, the markets and our offices will be closed Wednesday July 4th in observance of Independence Day.
  • You’re invited to the Block Party at the Clarksville Commons to benefit The Cystic Fibrosis Foundation! Please see invitation details below:

    Block Party
    at the Clarksville Commons
    To benefit The Cystic Fibrosis Foundation

    August 10th from 6 til 9 pm
    12220 Clarksville Pike, Clarksville, MD 21029

    Please be our guest at a summer BLOCK PARTY!

    Included are lite bites, unlimited non-alcoholic drinks
    and 2 servings of beer or wine with a $5 cash bar available for more.

    Music will be provided by NightLife.
    http://blockpartyatthecommons.passioncff.org
    You can go to this website
    to make a donation to CFF:

    RSVP to us at 443 276-9595 or
    email melany@wagenerlee.com

    Seating will be limited so we
    recommend you bring your own!

    Raymond James is not affiliated with The Cystic Fibrosis Foundation and does not support or sponsor this event.

June 2018

  • Amanda Piper has been named to InvestmentNews 40 Under 40 Class of 2018! Click here to read Amanda's feature. Click here to read the press release.

    InvestmentNews 40 Under 40 Class of 2018

    Each year InvestmentNews recognizes 40 industry professions under the age of 40 based on factors including a proven track record of accomplishment, contribution to the industry, leadership and promise. Approximately 1,000 nominees were considered and 40 were chosen to receive the award. The nominations are read and vetted by an internal group of editors and reporters at InvestmentNews. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. InvestmentNews is not affiliated with Raymond James.

  • Once again, Wagener-Lee will sponsor an evening of fun and frivolity to benefit the Cystic Fibrosis Foundation on Friday, August 10th, 2018 from 6:00pm until 9:00pm.
  • Save the date for our:

    BLOCK PARTY at the Clarksville Commons

    12220 Clarksville Pike, Clarksville, MD 21029

    Music will be provided by the amazing NightLife band with lite bites & beverages

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

    Cystic Fibrosis Foundation logo

    Raymond James does not support nor sponsor this event or organization


  • Congratulations to Richard Wagener who was recently named to Barron's list of "The Top 1,200 Financial Advisors by State". The 2018 list published March 5th, 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.

May 2018

  • As a reminder, the markets and our office will be closed in observance of Memorial Day on Monday, May 28th.

April 2018

  • Rick and Amanda were interviewed for Aspire Magazine, the magazine for women advisors created for women, by women. Check out their article starting on page 22.
    https://go.rjf.com/AspireSpring2018

March 2018

  • As a reminder, the markets and our office will be closed on Friday, March 30th in observance of Good Friday.

February 2018

  • Little Hats, Big Hearts



    Melany and Carol made 30 red hats for babies born in 9 Maryland hospitals to wear when they go home.

    The program is co-sponsored by the American Heart Association and the Children's Heart Foundation. The hats are for babies born in February, intended to inspire Moms and babies to live healthy lives.

    Thank you Melany and Carol!!
  • Please note the markets and our office will be closed on Monday, February 19th in observance of President’s Day.

January 2018

  • Start your financial new year right by reading 12 Resolutions for 2018 located on our blog page BULLBEARPEN
  • As a reminder, the markets and our office will be closed in observance of Martin Luther King, Jr. Day on Monday, January 15th.