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Tag: Kaleigh Stoddard

WARSAW — Kaleigh Stoddard of SYM Financial Advisors recently earned the Certified Financial Planner designation and SYM Financial Advisors welcomed Sydney Cale to the team. Kaleigh Stoddard CFP®, Financial Paraplanner with SYM Financial Advisors, has been authorized by the Certified Financial Planner Board of Standards to use the Certified Financial Planner™ and CFP® certification marks in …read more.

By KIM HARVEY Director of Marketing, SYM Financial Advisors WINONA LAKE — SYM Financial Advisors announced the recipient of SYM’s 2015 Client First Service Award. Each year, the Client First Service Award recognizes a single member of SYM’s team for exemplifying the core values driving the success of the organization: serving clients uncommonly well and …read more.

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