Shane Bradley Given SYM’s Client-First Service Award WINONA LAKE — SYM Financial Advisors announced Shane Bradley, CFP, MS, as the recipient of SYM’s Client-First Service Award. Each year, the Client-First Service Award recognizes a single member of SYM’s team for exemplifying the core values that drive the success of the organization: serving clients uncommonly well …read more.

WARSAW — Local businesses Zimmer Biomet and SYM Financial have been lauded for their generous contributions to the Warsaw MobilePack program. Feed My Starving Children MobilePack is Warsaw’s largest community service event, with more than 50 community sponsors. At the time of release, both Zimmer Biomet and SYM had contributed enough to reach the Hunger IMPACT …read more.

WARSAW — SYM Financial Advisors has announced awards and promotions for several of its employees. Tami Hartman has been named the recipient of SYM’s annual Client First Service Award. Each year, the Client First Service Award recognizes a single member of SYM’s team for exemplifying the core values that drive the success of the organization …read more.

SYM Financial Advisors is pleased to announce the promotion of Kristin Whitacre to Financial Advisor. Whitacre joined SYM in March 2012 as an Associate Advisor, and works directly with portfolio and wealth management clients to recommend and deliver strategies for achieving their financial objectives. She holds a B.S. in Financial Counseling and Planning from Purdue …read more.

By TERRI SAVILL New Business Coordinator, SYM Financial SYM Financial Advisors is pleased to announce the addition of Terrill Hooks as Corporate Administrative Assistant. Terrill will be the primary voice of SYM Financial, coordinating phone calls, office administration, and assisting with client service. She comes to SYM with seven years’ experience at a local financial …read more.

WINONA LAKE, Ind. — SYM Financial Advisors is pleased to announce that Tami Hartman has joined the firm as a Client Service Representative. Tami has 20 years of experience with both banking and investment firms, including Charles Schwab, Northwestern Mutual and Reliance Trust Company. She earned her Bachelor of Arts from Indiana University, holds Series …read more.

SYM Financial is proud to announce that Rod Coleman and Seth Whicker have been named to Medical Economics’ 2013 list of Best Financial Advisers for Doctors. Appointment to the list is a prestigious honor based on several criteria: knowledge and experience; geography, fee arrangements, minimum portfolio requirements and being in good standing with the SEC …read more.

SYM Financial Advisors announces that Brandon Stewart has joined the firm serving as a Client Service Representative. Brandon brings to SYM previous experience in marketing with two local orthopedic companies, as well as Fort Financial Credit Union where he served as a teller. He holds a Bachelor of Science in Business Marketing from Indiana University …read more.

SYM Financial Advisors is pleased to announce that Karen Thomas has joined the firm, serving as Client Relationship Coordinator for the Midland group. Karen has over fifteen years of professional business experience, serving both internal and external clients. She earned a Bachelor of Arts degree in Sociology and Government and Legal Studies from Bowdoin College …read more.

SYM Financial Advisors is pleased to announce the addition of two new service team members. Elle Turley has joined the firm as Executive Assistant to CEO Jerry Yeager, and Jessica Rusnock will serve as a Financial Paraplanner. Elle has over 10 years of professional business experience and holds a Bachelor’s degree in telecommunications and marketing …read more.

Charles Schwab President and CEO Walt Bettinger visited the Winona Lake headquarters of SYM Financial Advisors on Friday. Bettinger spent time with the SYM owners to solicit feedback and ensure that Schwab is meeting the needs of SYM clients. Bettinger assumed the role of president and CEO in 2008 when founder, Charles R. Schwab, stepped …read more.