SYM Financial Advisors Employee Directory

Financial ServicesUnited States51-200 Employees

SYM Financial Advisors is a fee-only, employee-owned financial advisory firm which combines investment and wealth building strategies with strong relationships.  We are dedicated to a client-centric philosophy of devoting the extra time, resources and energy to uniquely know each client and their goals.  As fiduciaries, you can be assured that SYM operates in your exclusive best interest.

We specialize in portfolio management and wealth management for individuals and families, as well as retirement plan design and implementation for small to mid-size businesses. Our client service teams include 50+ motivated and experienced professionals in five locations in Indiana and Michigan. 

Rooted in traditional values, SYM Financial Advisors serves as a trusted expert to our clients, using our team’s deep knowledge and real-world experience to serve as advocates and helping clients to achieve their vision of financial success.

Find SYM Financial Advisors employees' phone numbers or email addresses

SYM Financial Advisors Global Highlights

North America
100

United States Of America
100

SYM Financial Advisors's Leadership

R. C.
President
Mobile Phone
Email
K. H.
Director Of Marketing And Business Development
Mobile Phone
Email
J. W.
Assistant Client Service Manager
Mobile Phone
Email
B. D.
Principal, Senior Financial Advisor
Mobile Phone
Email
T. D. S.
Senior Financial Planner
Mobile Phone
Email
R. H.
Principal And Senior Financial Advisor
Mobile Phone
Email
J. W. W.
Senior Client Services Representative
Mobile Phone
Email
G. F.
Principal
Mobile Phone
Email

Contact profiles from SYM Financial Advisors

Name

Title

Contact Info

Location

Last Update

A. S.
Financial Advisor
Mobile Phone
Email
United StatesMichigan
Nov 07, 2025
D. W.
Financial Advisor
Mobile Phone
Email
Jun 03, 2025
M. C.
Client Services Representative
Mobile Phone
Email
Nov 13, 2025
L. V.
Client Service Representative
Mobile Phone
Email
United StatesMichigan
Oct 20, 2025
E. E.
Client Service Representative
Mobile Phone
Email
Sep 08, 2025
L. V.
Financial Analyst
Mobile Phone
Email
Jun 02, 2025
E. D.
Financial Planner
Mobile Phone
Email
United States
Sep 11, 2025
S. L.
Financial Advisor
Mobile Phone
Email
United StatesMichigan
Sep 10, 2025
J. O.
Financial Advisor
Mobile Phone
Email
United StatesMichigan
Nov 10, 2025
Y. T.
Staff Accountant
Mobile Phone
Email
United States
Oct 25, 2025

Frequently Asked Questions

What is SYM Financial Advisors known for?

SYM Financial Advisors was founded in 1968 operates in the Financial Services industry. The company's main headquarters is located in 801 Park Ave., Winona Lake, Indiana 46590, US; you can contact the main corporate office by phone at

+1-574-267-****

. Explore SYM Financial Advisors's company overview page for more information.

What is SYM Financial Advisors's most common email format?

SYM Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more SYM Financial Advisors email formats with LeadIQ.

How many employees does SYM Financial Advisors have currently?

SYM Financial Advisors has approximately 87 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are SYM Financial Advisors's key employees and leadership?

As of October 2025, SYM Financial Advisors's key employees include:

President: R. C.
Director Of Marketing And Business Development: K. H.
Assistant Client Service Manager: J. W.
Principal, Senior Financial Advisor: B. D.
Senior Financial Planner: T. D. S.

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