Stephen Lee is the CEO of Wagener-Lee, LLC, Wealth Advisors, as well as an attorney* and a CERTIFIED FINANCIAL PLANNER™ professional. He is also a Registered Principal with Raymond James Financial Services, Inc. Steve has practiced comprehensive financial planning since 1979. He began his law practice in 1983 as a sole practitioner specializing in wills, trusts, and estate planning. As an advisor, Steve manages millions of dollars of investment assets for individuals, trusts and small businesses. His focus is on total wealth management for his clients. Steve is a past treasurer and director of the Baltimore Association for Financial Planning. He is a member of the Institute of Certified F