Janelle van Meel

Janelle brings more than 20 years of experience in the financial services industry having worked at national investment firms focusing on retirement planning, mutual funds, and portfolio management. As a Senior Wealth Management Advisor, she has become a go-to expert on identifying prudent investment strategies. Janelle has an extensive background in researching stocks and bonds that will yield healthy outcomes, and she takes pride in helping to manage client portfolios.

“We buy individual securities and bonds ourselves, unlike other firms that “farm out” portfolio management tasks to Special Manager Accounts (SMAs),” she said. “There is no cookie cutter approach here, and it gives clients the chance to be part of the decision- making process as we customize their investments.”

When engaging with clients, Janelle describes herself as “a realistic salesperson,” who “tells it like it is” – an approach that seems to resonate with clients. “I’ve seen a lot of economic scenarios in my tenure, and I think clients take comfort in knowing that I’ve done the research and I’m providing the best advice I can without sugarcoating the message.”

Janelle appreciates Wambolt’ s team approach to wealth management and credits Greg Wambolt for fostering a culture that puts clients first. “Like the coach of a football team, Greg has players in all positions so he can find the right person to make the right contribution at any given time,” she said. “As a result, clients get better service faster.”

Outside of the office, Janelle has a passion for race cars and can be spotted watching the action at the racetrack. She owns a first-generation U.S., black, Honda Civic Type R which is her ride in the summertime. Janelle’s other devotion is to her family and especially her more than 20 nieces and nephews.

Professional Certifications:
Series 7 and 66 licenses