Client Services Associate
Back to Team
- Client Services & Onboarding
Connect on LinkedIn
Kelly Wagaman is a Client Services Associate and has been with the firm since 2014. She guides clients through the onboarding process, initiates and monitors account transfers, and helps maintain communication between clients and advisors. Kelly started with the firm as the Executive Assistant to the Chief Executive Officer providing administrative support and helping to manage the firm’s day-to-day operations. She is not registered with Royal Alliance Associates, Inc. or Cassaday & Company, Inc., and does not offer securities or investment advisory services.
Kelly graduated with a Bachelor of Science Degree in marketing management from Virginia Polytechnic Institute and State University (Virginia Tech). She currently resides in Falls Church, Virginia. Kelly is the daughter of Ann Wagaman, a long-time Cassaday & Company, Inc. employee and the firm’s current Director of Client Services.