Richard Wagener Email & Phone Number

As the managing partner of Wagener-Lee, LLC and financial advisor, my team and I work with individual, corporate and nonprofit investors. We help corporate executives, business owners, retirees and their families complete their financial bucket list.Some of the ways we add value to our clients' lives include:- Advanced planning for executive benefits, restricted stock, tax efficient investments- Structuring succession planning for the needs of a business owner and their family- Providing a successful income stream for the retiree and the next generationI am a CERTIFIED FINANCIAL PLANNER™ professional, chartered financial consultant, certified retirement counselor and registered principal with Raymond James Financial Services, Inc.I've practiced comprehensive financial planning for over 30 years. My practice has evolved into a consultative and wealth management-based business. The process is comprehensive, with written investment policy statements, written performance analysis, and careful selection and monitoring of individual securities and money managers.Wagener-Lee, LLC is an independent registered investment advisor. Securities arre offered through Raymond James Financial Services, Inc., member FINRA/SIPC.Investment Advisory Services offered through Wagener-Lee, LLC. Wagener Lee, LLC and Financial First Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.Certified Financial Planner Board of Standard Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(TM) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section.

Listed skills include Investments, Retirement, Finance, Wealth, and 15 others.

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  West Virginia University

  Industrial Management