Thomas P Lee

Thomas P Lee [ChFEBC℠, CFP®, AIF®]

15245 Shady Grove Road
Suite 240
Rockville, MD 20850

Original Certification Date: 12/12/14

ChFEBC℠ Number: T141RL112

Organization: Serving Those Who Serve

Broker Dealer: Raymond James 

Phone: 301-216-1167
Fax: 301-216-1160


States Currently Licensed: MD, VA, DC

CFP : 134261

Primary Investment: Raymond James

Services: The team at STWS provides financial planning in the Baltimore/Washington area with a special focus on serving the federal professional

Additional Information: STWS was established to create value for federal professionals. Focused exclusively on serving the federal workplace, we have offered innovative financial strategies for feds since 1989