Lowrie & Carney Wealth Management
The LOWRIE & CARNEY Wealth Management Group is a highly experienced team that is dedicated to servicing our clients efficiently, effectively and in a friendly manner. Each team member has a defined role based on his or her unique strengths, which we feel complement one another to support clients’ needs. Since we apply a team approach to just about everything, from understanding a client’s situation, to solving complex financial issues, we are quite comfortable teaming up with your attorney, accountant and other professionals to help design and implement strategies that can assist you in the pursuit of your goals.
As your Financial Advisor, we make it our goal to develop a relationship with you in which we play a key role in your financial life. We want to get you “on track” and keep you there. It begins with understanding what’s important to you. Our original practice was formed in 1952 by Ralph String. So we’ve dealt with change, life-cycle phases, and market fluctuations before, and believe we have what it takes to help you accomplish your goals, whatever they may be.
Because each client’s performance becomes part of our track record, we only take new clients if there is a mutually agreed upon fit.
Our Team: (detailed bios are available for our investment professionals)
Senior Managing Director
Associate Vice President
Ronda L. Warner
Senior Registered Client Associate
With more than 18 years of financial services experience with the Group, Ronda helps ensure that clients’ administrative, trading and operational needs are handled accurately and efficiently. She oversees the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing client account transfers/ distributions, and fielding a variety of questions regarding account activity. She strives to maintain an organized environment that allows Rich, Wayne and Bryan to devote their full attention to clients. Ronda is the first person you should call with any operational questions you have regarding your account, as she is extremely knowledgeable about our relationships, accounts and products. She handles all of our computer needs and provides clients with assistance for our online account access website. With a Series 7 registration, she works proficiently to resolve even the most complicated inquiries.
Ronda can be contacted: (216)273-9755 or