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 management background with considerable expertise managing long-term relationships with clients under fiduciary standards of care.
“Kelly is a true expert and professional,” Jeff Wambolt, Chief Compliance and Operations Officer at Wambolt, said. “Adding Kelly to our team was the right thing to do for our clients and the future of our firm. We are thrilled to work side-by-side with her and watch her deliver an outstanding experience to our clients.”
As an Accredited Asset Management Specialist (AAMS®), she brings proven strategies, best practices, and an intellectual curiosity to the disciplined process of financial planning. She considers each aspect of a client’s situation – investment, retirement, tax, estate and insurance – before advising clients on asset allocations tailored to their personal needs and financial objectives.
Kelly upholds a client experience goal of helping, “clients put the puzzle pieces of their lives together in ways they understand.” She was drawn to Wambolt & Associates because of the team’s sophisticated approach to creating a custom wealth management strategy for each client. “The culture is committed to always putting the clients’ interests first,” she says.
Previously, Kelly climbed the ranks at Charles Schwab before establishing an award-winning practice in the division of Private Client Investment Advisory Services. She managed the overall relationship of more than 200 clients and customized portfolios totaling over $400 million in assets under management. She delivered ongoing advice and collaborative access to specialists in areas such as fixed income, options, and estate planning. She was a member of the Chairman’s Club and recipient of the Circle of Excellence in Service Award as well as a multiyear recipient of the Key Contributor and Partnership Awards.
Kelly steps outside into nature to put fuel in her tank. Skiing, both downhill and alpine, hiking and fly-fishing command her time outside the office. A native of Scottsdale, Arizona, Kelly journeyed north to Alaska before settling down in the foothills of Littleton, Colorado.
Kelly received a Bachelor of Science in Communications, graduating Magna Cum Laude from Arizona State University. In addition to AAMS credentials, she holds a FINRA Series 7, 63 and 66 securities licenses.
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