https://www.youtube.com/embed/MsHqG92jAvI Many assets allow you to name a beneficiary, that is, whom you would like to receive the asset in the event of your death. Life insurance policies and retirement…
http://www.youtube.com/embed/eDeXDnnjm9c Many assets allow you to name a beneficiary, that is, whom you would like to receive the asset in the event of your death. Life insurance policies and retirement…
http://www.youtube.com/embed/yXImEW70uWg Many assets allow you to name a beneficiary, that is, whom you would like to receive the asset in the event of your death. Life insurance policies and retirement…
The Markets (as of market close July 30, 2014) Encouraging economic news, generally positive Q2 corporate earnings reports, and stable Federal Reserve policy had to battle multiple geopolitical conflicts for…
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*Securities and Investment Advisory Services offered through FSC Securities Corporation, member FINRA/SIPC. Traditional/Fixed Insurance offered through Kramer Wealth Managers which is not affiliated with FSC Securities Corporation. This communication is strictly intended for individuals residing in the United States. No offers may be made or accepted from any resident outside of the United States. Neither FSC Securities Corporation, nor its registered representatives, offer tax ore legal advice. For assistance with these matters, please consult your tax or legal advisor.
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adrianna@kramerwealth.com
Adrianna Rocha joined Kramer Wealth Managers in 2021.
Adrianna is responsible for client experiences and service. As part of the customer service team, she strives to help and provide top-notch service to our clients. As part of her role, she communicates with clients through videophone, schedules client meetings, prepares and processes forms, and gathers information for our advisors.
My clients’ accomplishments are also my own.
Adrianna Rocha graduated with a Bachelor of Arts in Communication Studies from Gallaudet University in 2017. Before she joined our team, she worked in the customer service industry for nearly a decade. She excels in human-to-human relations and takes pride in not only her own accomplishments, but her clients’ as well. Adrianna enjoys chatting about her slight obsession with dogs, houseplants, essential oils, and food: especially Mexican food! She is also a proud fur-mama to her beautiful Aussie-mixed pup, Ziva.
Adrianna is not registered with FSC Securities Corporation.
