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
Email: tom.lee@stwserve.com
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