Janelle van Meel brings over 20 years of experience in the financial services industry to the Wambolt & Associates team. She launched her career with Oppenheimer Funds in 1998 and had opportunities that spanned an array of roles, from retirement plan relationship support to reviewing fund investment strategies. In 2013, Janelle joined Morgan Stanley as an Associate Advisor to advance her career and focus on wealth management within a team of advisors. Janelle developed robust portfolio management and financial planning experience over those years while enhancing many processes for her internal and external clients.
As an integral part of our team, Janelle aspires to provide world-class service that compliments and enhances our unique client experience. As a Client Service Advisor, she is responsible for trading, investment research and analytics. Additionally, she will leverage her relationship management experience by engaging with clients directly to support our efforts devoted to designing and implementing custom wealth management strategies and solutions.
Outside of work, Janelle enjoys spending time with family and friends, including more than 20 nieces and nephews that keep her very busy. She also loves a good car show, both in person and on television. She can spend hours watching the Mecum or Barrett Jackson auto auctions.
Series 7 and 66 licenses