Angela Keeley-White is a Partner and Client Service Manager at Financial Symmetry. In her role, she leads the firm’s client communications, digital initiatives, social media content, and the onboarding experience for new clients. Angela also oversees the client service team, managing six client service associates and ensuring a high level of support across all client relationships.
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.
She 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, where she focused on trading and asset movement. Her earlier experience includes four years in the mortgage industry, where she worked in both underwriting and appraisal operations.
Angela 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. As a family, they enjoy walking the greenway, baking, traveling, and spending time with family that lives nearby.
