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Helping Clients Avoid the Pitfalls of Emotional Investment Decisions

When investing your hard-earned money, it’s natural to have a certain level of anxiety about your decisions. Add to that the proliferation of financial pundits, the constant stream of dramatic digital media headlines known as “clickbait,” and the scare tactics used by the media to grab ratings, and it’s no wonder that investors can easily...
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Cindy Alvarez: An Astute Advisor & Loyal Ally

Cindy Alvarez starts each workday with purpose: to help clients access the wealth management resources they need and to support the next generation of the Wambolt & Associate’s team. In her ownership role, Cindy ensures cohesion among team members and clients, aligning priorities and goals and promoting innovative approaches to delivering sound results.“Clients may come...
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Brady Jones: A Team Player Who Has Your Back

As a sergeant in the U.S. Marine Corps Reserves, Brady Jones has learned the value of teamwork. As a wealth management planner at Wambolt & Associates, Brady appreciates being part of a collaborative team of specialists who go the extra mile for their clients. “If you’re a Wambolt client, you can leverage the experience of...
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Evan Coats – Optimizing Tax Solutions for Clients

Wambolt & Associates Tax Analyst Evan Coats finds true satisfaction in uncovering opportunities for clients to improve their tax situations. Whether working with small businesses, corporate entities or individuals, Evan has a keen ability to understand their tax picture and identify strategies specific to the client.  “My main focus is to understand the complexities of...
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Jared Hobson: A Discerning Eye for Investments

With round-the-clock access to reports from financial prognosticators, podcasters, and Wall Street pundits, it takes a discerning eye to identify advantageous investments. Enter Chartered Financial Analyst Jared Hobson, newly hired by Wambolt & Associates as the firm’s Senior Portfolio Manager. “In this day and age, the amount of information generated about the economy and securities...
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Global Business Group Recognizes Greg Wambolt’s Leadership

Coaches of winning teams understand that success is not only defined by a strong track record, but also by sustaining a culture that promotes collaboration and innovation. To become a champion in any field, teams need a leader who embraces the evolution of the game and creates a roster ready for the challenge. As coach...
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Janelle van Meel: An Investment Researcher and Relationship Manager Driven by Accountability

When she wanted to pursue a career opportunity with a firm that offered a client-driven approach to wealth management, Janelle van Meel did what she does best – she researched the market and found a perfect match – Wambolt & Associates. After reading about the firm and learning that its advisors help clients design customized...
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Eleni Yeros: An Emerging Leader with Enthusiasm

For Eleni Yeros, wealth management advising is anything but transactional. It’s all about relationships, education, problem solving and collaboration. “I love creating a financial blueprint that brings something fresh to a client’s eyes,” she said.Eleni has been inspired to help clients reach their financial goals since beginning her Wambolt & Associates career as an intern in...
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Regina Franz: A Team Player Who Covers the Bases

Every good business, like every good baseball team, has an exceptional utility infielder who covers all the bases and is a go-to for the team. Meet Wambolt’s Director of Operations Regina Franz. Whether training the administrative and junior associates teams, counseling a client, or assisting a wealth management advisor, Regina is a reliable team player in the...
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The commentary on this website reflects the personal opinions, viewpoints and analyses of the Wambolt & Associates employees providing such comments, and should not be regarded as a description of advisory services provided by Wambolt & Associates or performance returns of any Wambolt & Associates Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Wambolt & Associates manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.

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