Angela Keeley-White is our Client Service Manager. She is responsible for managing our firm’s client communications, social media content, digital initiatives, and onboarding new clients.
Angela oversees our firm’s client services and managing our team of four client service associates. Her experience includes assisting on financial planning projections, walking clients through the many steps of qualified plan rollovers, and managing complex inheritance and estate distributions.
Previously, Angela held the roles of Senior Client Service Associate and Client Service Associate with a focus on trading and asset movement. She has worked in the finance field since 2008 when she started as an intern at Financial Symmetry.
Angela grew up in Raleigh, NC, and graduated from North Carolina State University in 2009, where she received her Bachelor of Science in Finance. After college, she worked at a mortgage company for four years underwriting loans and also working in the appraisal department.
Angela and her husband, Robert, have a daughter named Charlotte who was born in December 2017. She and her family enjoy taking their black lab for long walks on the greenway, traveling, and spending time visiting with family that live nearby. When Angela isn’t spending time with her family and black lab, she is writing her fashion blog.
919-851-8200 ext. 209