https://vimeo.com/872678573?share=copy “Quarterly Market Insights: Q3 2023” Hello. I am Danny Lacey with Kramer Wealth Managers. I am pleased to share 3rd Q Market Report. Stocks lost a portion of their…
https://vimeo.com/869660297?share=copy This is our ninth vlog about the changes to retirement plans under the SECURE Act 2.0 which became law in December 2022. You can find all of the other…
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This communication is strictly intended for individuals residing in the United States. No offers may be made or accepted from any resident outside the United States.
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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.
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 Osaic Wealth.
