Amanda Piper, CFA®, CEP®, MBA
Growing up, Amanda Piper always excelled at science and math. Her sister went to Virginia Tech, so she was introduced to the school where she studied engineering and business.
From there, Amanda joined Northrop Grumman, a global defense company, where she gained experience in several areas, but really found her home in design engineering, working in advanced aperture design and stealth integration, also known as RCS (radar cross-section).
In 2010, after eight years at Northrop, Amanda decided to take her engineering skills in a new direction by starting a career in wealth management at Wagener-Lee.
What Amanda enjoys most is working with her clients. She feels her job isn’t to tell someone what’s most important. Only her clients can determine that. But she helps her clients clarify what they want to achieve and then develops a plan for how to get there, whether it’s paying off debt, saving for their kids’ college educations, or navigating complex stock option strategies. She takes a comprehensive look at clients’ financial lives, not just one piece of a larger mosaic.
Amanda is on the board of the Financial Planning Association of Maryland, where she co-founded Women in Finance (WiFi), a group that promotes women joining the financial planning business. Amanda also serves on the River Hill High School FBLA and volunteers for the CFA® Institute’s CFA® Program. Recently, Amanda was honored to be named to the Investment News “40 Under 40” Class of 2018 from a field of approximately 1,000 nominees.
Amanda is a CFA® Charterholder and Certified Estate Planner®. She earned her bachelor’s degree in industrial and systems engineering (with a minor in business) from Virginia Tech, and a master in business administration from the University of Maryland. Amanda holds series 7, 9, 10 and 66 licenses, and is licensed in Maryland to sell life and health insurance. When she’s not working, Amanda can be found on a yoga mat or in a kayak. She enjoys spending time with her husband, Charlie, at their home in Hanover or at their family beach home in Delaware.
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. Over 800 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. InvestmentNewsis not affiliated with Raymond James.