A New Era in Wealth Management

Dear Valued Customers, Clients, Friends and Colleagues,

We’re proud to announce that Kramer Financial is now Kramer Wealth Managers. As many of you know, the way we serve clients has continued to evolve over the past few years. Our new identity had to satisfy our heritage and all of the existing expectations of what our brand stands for while also addressing the evolution in thinking we’ve undergone recently.

So please welcome our new look. It was a labor of love to shift from the old to the new but it was a healthy process of discovering once again what we are, who we serve, and how we want our story to be told. We now look as great on the outside as we operate on the inside. Yes, it’s a new era at Kramer Financial.

As you’ll notice, we have changed “Financial” to “Wealth Managers” in the logo and there is an important reason for it. By addressing that we are indeed “Wealth Managers” we are signifying that we are actively engaged in the process of advising, guiding and managing our clients needs every bit as much as we are their wealth. We are here to serve you.

To keep things clear, we’ll cover some basics:

  • We have the same exceptional team
  • We continue to offer the same services
  • We are in the same locations – Frederick and Austin
  • We have the same phone numbers

Thank you all for your continued support and enthusiasm during this exciting time for us. We are delighted with the new look and thrilled to be here to serve you.

Yours Sincerely,

Lee Kramer

Dave Frank

Danny Lacey

Stephanie Summers

Adrianna Environmental B&W

Adrianna Rocha

Client Relations Representative

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

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.