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Name: Lee W. Warner

Title/Position: Chairman & Chief Executive Officer

Company: The L. Warner Companies, Inc.

Business Description: Financial and Benefit Consulting

Chapter: Baltimore

 

Please inquire with The CEO Clubs for member contact information.

 

Website: www.lwarner.com

 

Bio:

As Chairman, Mr. Warner provides corporate leadership to the organization for company expansion, strategic alliance relationship development, contractual negotiations, and financial controls.

Mr. Warner has specialized in comprehensive financial consulting for affluent individuals, public and privately held companies since 1977, with a specific focus on creative estate tax planning, executive benefit and compensation design.

Mr. Warner has been frequently quoted in national print and has spoken locally on radio and television. He also speaks nationally on various aspects of financial planning, and is listed in the Who’s Who Registry of Global Business Leaders, Who’s Who in Finance and Industry, Who’s Who in the East, and International Who’s Who of Professionals.

He has served as President and member of the Board of Directors for both the Baltimore Association for Financial Planning and the Baltimore Estate Planning Council. Additionally, he served as the Legislative Affairs Chairman for The Baltimore Chapter of the Society of Financial Service Professionals. Nationally, he served as Chairman of the Executive Field Advisory Board for two major insurance companies and as a Board Member of the Practitioners Council for the International Association of Financial Planners.
Among his memberships, Mr. Warner lists the International Association for Financial Planning, The National Association of Life Underwriters, The Association for Advanced Life Underwriters, and Society of Financial Service Professionals. He is also a member of the Top Of The Table and the International Twenty-five Million Dollar Forum.

Mr. Warner serves as President of The Carson Scholars Fund and formerly served as Chairman of AmericasBANK.

Mr. Warner holds a Bachelor of Science degree in Business Administration and Economics from Western Maryland College, and has earned professional designations as an Accredited Estate Planner, CLU, ChFC, and Certified Financial Planner. He is a licensed insurance advisor with the State of Maryland and many other states nationwide. He is also a registered representative with a Financial Industry Regulatory Authority (FINRA) member firm.