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Jerald W. (Jerry) Yeager, JD
Chief Executive Officer
Jerry Yeager is the CEO of SYM Financial Advisors.
In this role, he is focused on achieving successful
outcomes for clients and the SYM team serving
the firms’ clients.
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Rod Coleman, CFP®, MBA
President
Rod Coleman oversees the personal financial advisory
services at SYM, including the application of our investment
management and wealth management services for our
individual and institutional clients.
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Neil M. Donahoe, CFP®, MS
Senior Vice President
Chief Investment Officer
Neil Donahoe brings 25 years of experience to the financial
services industry. Since joining SYM in 1987 he has led the
firm’s investment strategies for individuals, families, 401(k)
plans, and profit sharing plans. |
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George S. Wolfson
Senior Vice President
Chief Fixed Income Strategist
George Wolfson joined SYM Financial Advisors in 2000 as a
partner. His responsibilities include serving as Manager of the
South Bend region and guiding clients as a Financial Advisor.
George also leads the Business Development efforts for SYM,
as well as sitting on their Investment Committee. |