Keely Suratt

As a Senior Client Service Associate, Keely works side-by-side with Wealth Management Associates and Wealth Managers to process client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Keely is able to provide our clients with worry-free solutions to some of their daily stressors.

Keely attended Clark College and earned her bachelor’s degree in marketing from Washington State University Vancouver. Prior to joining Coldstream, Keely worked in the financial services industry while in college as a Junior Associate in the sales department. She spent over 6 years at Fisher Investments where she held various roles. Most recently, she served as an Investment Counselor providing financial advice and portfolio management services to clients in the UK. Keely is excited to continue her financial career at Coldstream and work closely with the clients we serve.

THE MOST TREASURED THING I OWN

A beautiful opal (my birthstone) ring I received from my grandma – it was originally hers from my grandpa years ago. It is my first family heirloom.

ONE PIECE OF ADVICE

Go above and beyond for clients. Unparalleled service leads to happy clients. Happy clients lead to new business opportunities.

HOBBIES

I am a foodie! I love cooking and finding new restaurants. I am the go-to person with friends and family for the best dining experiences.