At Financial Symmetry, we firmly believe that our success is deeply intertwined with the growth and well-being of our team members. We are committed to investing in our people, nurturing their talents, and providing them with opportunities to excel.
Financial Symmetry is pleased to welcome Darian Billingsley, CFP®, Angela Keeley-White and Colton Tickle to our shareholder group. Since beginning their careers with us interns, they have demonstrated their ability to grow, adapt and exemplify our core values.
Darian has been instrumental in strengthening our advisor in training program, mentoring our Client Service team, and co-chairing our Diversity, Equity and Inclusion committee. She is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and member of the both National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). Darian is a Cum Laude graduate of North Carolina State University with a degree in Business Administration – Finance concentration and a minor in Accounting North Carolina State University. She has been a primary Advisor with FSI since June 2020. She has held roles of Senior Client Service Associate, Client Service Associate, and Wealth Management intern throughout her career with FSI.
Angela leads our Client Service team with compassion, diligence, and a panache to push our team and vendors towards greater efficiency. She is a graduate of North Carolina State University with a degree in Business Administration – Finance concentration. Angela has held the roles of Senior Client Service Associate, Client Service Associate, and Financial Planning intern throughout her career with FSI.
Colton leads our Portfolio Management team with integrity, patience, and curiosity. He is a graduate of North Carolina State University with a degree in Business Administration – Finance concentration. Colton has held the roles of Trader, Client Service Associate and Wealth Management intern throughout his career with FSI.
By joining our shareholder group, Darian, Angela, and Colton are enhancing our efforts to provide exemplary service to our clients and strengthening our foundation to enrich the future of Financial Symmetry.