Lowrie & Carney Wealth Management
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)

 

Richard W. Lowrie, Jr.,AIF®

Senior Managing Director

rlowrie@mcdonald-partners.com

216-273-9751

 

Wayne L. Carney,AIF®

Managing Director

wcarney@mcdonald-partners.com

216-273-9752

 

Ronda L. Warner

Senior Registered Client Associate

rwarner@mcdonald-partners.com

216-273-9755

 

Samira Lemieux

Senior Registered Client Associate

slemieux@mcdonald-partners.com

216-273-9754

 

Kim Murphy, CFP®

Vice President, Director of Financial Planning Services

 

Tom Yako, AIF®

Vice President & Director of Managed Assets Group