What should I expect at my first appointment with Kramer Wealth Managers?

Your first appointment with Kramer Wealth Managers may either take place in person or over videophone – depending on your location, needs and advisor. This appointment will introduce the Kramer Wealth Path strategy and how it pertains to your personal finances. Prior to the first appointment, we will request information that includes your current finances, bank accounts and investments. Using this information, we will provide you with an investment snapshot and early recommendations on investment strategy based on what we have learned. This first meeting will discuss this investment strategy and how it aligns with your short, mid, and long-term goals.

Adrianna Rocha

Client Relations Specialist

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.