What departments does Symphony Financial have?

Symphony Financial has employees across 1 departments including Engineering.

What is the largest department at Symphony Financial?

The largest department at Symphony Financial is Engineering with 1 employees.

Where are Symphony Financial employees located globally?

Symphony Financial has employees across 1 continents and 2 countries including United States Of America, Bahamas.

How has Symphony Financial's team size changed over time?

Symphony Financial's team has grown from approximately 20 to 26 employees based on available data.

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Symphony Financial Employee Directory

Financial ServicesIllinois, United States11-50 Employees

Symphony Financial is a financial services firm that provides wealth management with a collaborative approach. By aligning with Northwestern Mutual and the Private Client Group, the company combines personalized attention typically associated with a boutique practice with the backing of a Fortune 100 firm, aiming to deliver security and integrated financial outcomes for clients. Its services are oriented toward individuals seeking holistic financial planning and coordinated management of various financial needs to support their goals and lifestyle. The firm is based in Skokie, Illinois, and operates with a relatively small to mid-sized team, reflecting a focused, client-centered model within the broader context of the financial services industry.

Symphony Financial Global Highlights

North America
36

United States Of America
35
Bahamas
1

Symphony Financial's Leadership

M. B. O.
Director Of Planning And Development
Mobile Phone
Email
B. P.
Associate Wealth Management Advisor
Mobile Phone
Email
B. A.
Private Wealth Advisor
Mobile Phone
Email

Symphony Financial Employee Metrics

100%

50%

2026

2025

Banking
Business
Community & Social Services
Accounting
Administrative
Other

Contact profiles from Symphony Financial

Name

Title

Contact Info

Location

Last Update

M. B. O.
Director Of Planning And Development
Mobile Phone
Email
United StatesKentucky
Apr 14, 2026
B. P.
Associate Wealth Management Advisor
Mobile Phone
Email
United StatesGeorgia
Jun 29, 2026
B. A.
Private Wealth Advisor
Mobile Phone
Email
United StatesFlorida
Apr 17, 2026

Frequently Asked Questions

What is Symphony Financial known for?

Symphony Financial operates in the Financial Services industry. The company's main headquarters is located in 5215 Old Orchard Road Suite 1200 Skokie, Illinois 60077 United States. Explore Symphony Financial's company overview page for more information.

What is Symphony Financial's most common email format?

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

How many employees does Symphony Financial have currently?

Symphony Financial has approximately 42 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Symphony Financial's key employees and leadership?

As of June 2026, Symphony Financial's key employees include:

Director Of Planning And Development: M. B. O.
Associate Wealth Management Advisor: B. P.
Private Wealth Advisor: B. A.

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Symphony Financial Employee Directory

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