Join us in welcoming seasoned financial management advisor Kelly Fraser to the team! Wambolt & Associates is pleased to announce that Kelly Fraser has joined the advisory team as a Senior Wealth Management Advisor. Kelly has over 18 years of investment advising experience serving clients in the financial services industry. She has a strong portfolio...

We are pleased to announce that Shelby McGuire has joined our talented team of professionals as a Wealth Management Advisor. “We are very excited to have Shelby on the team,” said Jeff Wambolt, Chief Operations Officer. “Shelby’s genuinely engaging approach creates a rewarding experience for her clients and colleagues.” Shelby has seven years of experience serving...

We are pleased to announce that Jovi Rodriguez has joined the Wambolt Family as a Junior Wealth Management Advisor and Analyst. Jovi joins us from J.P. Morgan Chase Bank, where he supported private investment clients with financial planning, account maintenance and clear communication. He also worked with a broad spectrum of retail and wealth management...