Account Access

Our clients can conveniently access all of their accounts with different financial institutions consolidated in one place through Vision2020 OneView. If you are not yet registered, contact us at info@kramerwealth.com to request an invitation to register.

Access your Osaic/Pershing brokerage account(s) online or to sign up for electronic delivery of your statements online at eQuipt. To create a new account, you will need to provide your Osaic Account Number, your Social Security Number (SSN), and date of birth. For organizations, trusts, or other entity accounts, please contact our office.

Adrianna Environmental B&W

Adrianna Rocha

Client Relations Specialist

240-379-6929 V
240-439-6889 VP
512-379-6909 FAX
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.

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.