Keely Lowman

Client Service Specialist

Keely can find a solution

Keely Lowman photo

Keely provides operational and administrative assistance to clients as part of the wealth management team.

Prior to joining the Waldron team, Keely served as a Client Service Specialist at PNC Wealth Management and as a Client Service Representative at BNY Mellon’s Private Banking Department.

At Waldron, Keely specializes in creating and maintaining accurate client records. She enjoys building client relationships through client reports.

Outside of the office, Keely enjoys spending time with friends and family, reading, and vacationing at the beach.

Back to the Team

Simplify Your Wealth

We believe the most successful wealth strategies are achieved through the collaboration of a team of individuals. Learn how our integrated, coordinated approach can simplify your wealth.

Insights

To Trust or not to trust?
Read

To Trust or not to trust?

by Samantha Spitzer Sheetz, CFP®, CDFA®

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