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Senior Wealth Management Advisor
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...

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Greg Wambolt and the entire Wambolt team employ a multi-advisor approach to provide clients with a high level of tax, estate, and investment advisory services all under one roof.

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Monday – Thursday: 8:00 AM – 5:00 PM
Friday: 8:00 AM – 4:00 PM