How do you work with clients remotely?

Although Kramer Wealth Managers is based in Frederick, Maryland and Austin, Texas, we work with clients all over the United States. Thanks to the development of communication technologies such as videophone, email and other methods of personal contact, we’re able to provide unparalleled customer service to all of our clients, no matter where you or your advisor is located. Our advisors frequently travel and we make an effort to personally connect with all of our clients when we are in your area. We believe that we offer greater advantages in our remote availability than you would find with a local advisor who does not offer the same level of customer service and availability as we do.

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.

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.