Angela Keeley-White is a Partner and Client Service Manager at Financial Symmetry. She leads the firm’s client communications, digital initiatives, social media content, and oversees the onboarding experience that welcomes new clients into the firm.
Angela also leads Financial Symmetry’s Client Service team, managing ten Client Service Associates and ensuring a consistently high standard of care across every client relationship.
With a foundation in financial planning, Angela has experience supporting detailed financial projections, guiding clients through the complexities of qualified plan rollovers, and managing intricate inheritance and estate distributions.
Angela began her career at Financial Symmetry as an intern in 2008 and has since held roles including Client Service Associate and Senior Client Service Associate, focusing on trading and asset movement. Before that, she spent four years in the mortgage industry, working in both underwriting and appraisal operations.
Angela was born in New Jersey and grew up in Raleigh, NC, where she earned her Bachelor of Science in Finance from North Carolina State University in 2009. Outside of work, she and her husband, Robert, stay busy with their two daughters, Charlotte and Olivia. They are avid Disney fans and frequent visitors to the parks, and closer to home they enjoy walking the greenway, baking, and spending time with family nearby.
