Name: Lee W. Warner
Title/Position: Chairman & Chief Executive Officer
Company: The L. Warner Companies, Inc.
Description: Financial and Benefit Consulting
Please inquire with The CEO Clubs for member contact information.
As Chairman, Mr. Warner provides corporate leadership to the
organization for company expansion, strategic alliance relationship
development, contractual negotiations, and financial controls.
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.
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.
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)