Title: Vice President, Operations Manager, Lowrie Wealth Management Group
Branch / Location: Cleveland, OH
Ronda Warner is the first person a client should call at the Lowrie Wealth Management Group, as it’s her mission to ensure that clients’ administrative, trading and operational needs are handled accurately and efficiently. She holds a Series 7 registration, and works proficiently to resolve even the most complicated inquiries.
With more than 21 years of financial services experience with the Lowrie Wealth Management Group, she oversees the daily 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.
Striving to maintain an organized environment that allows others to devote their full attention to client needs, Ronda handles all of the Group’s technical issues and provides clients with assistance in accessing online account information.
Outside of work, Ronda is the Advancement Chair for Scout Troop 137 in Garfield Heights. She enjoys spending time with her two sons – especially traveling to the Walt Disney parks.