SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.

Brad Duling

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: a fiduciary with short hair and glasses, wearing a blazer and a button-down shirt.

Brad Duling

Principal and Vice President Client Experience

Brad leads the Wealth Management arm of the business. His strengths at SYM include complex retirement planning with a particular focus on corporate benefits. He says, “I enjoy seeing clients achieve their goals.

It’s amazing to see the relief clients have when you tell them they are ‘ok’ or that their plan has allowed them to retire early or maybe attain a better retirement lifestyle than they expected to have. I also enjoy leveraging clients’ charitable pursuits and extending the relationship to working with the entire family.”

Midland, MI

bduling@sym.com

@bradley-duling-cfp-r-72526722

Credentials

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Logo for Central Michigan University with the letters CMU above the full name, represented by commission-free fiduciary SYM Financial Advisors.

Bachelor of Science in Business Administration – Central Michigan University, Mt. Pleasant, MI

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Certified Financial Planner logo for SYM Financial Advisors.

CERTIFIED FINANCIAL PLANNER®

Community

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: United Way logo featuring the text “United Way” next to a stylized icon of a hand, a person, and a sun.

Member, Board of Directors, United Way of Midland County

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: NAEPC logo for SYM Financial Advisors, featuring a key-shaped emblem with a quill, scales, crossed keys, and a scroll in four quadrants.

Member, Northeastern Michigan Estate Planning Council

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Blue Rotary International cogwheel logo for SYM Financial Advisors.

President Elect, Midland Noon Rotary

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Logo for Blessed Sacrament Catholic School featuring a cross, wheat, an open book, and silhouettes of four people, with 1955 at the bottom, presented by SYM Financial Advisors, a commission-free fiduciary.

Volunteer, Blessed Sacrament Church and School

Personal Pursuits

“Family is my priority. Our four children keep us moving and I enjoy the busy schedule and days spent with them. We enjoy traveling and day trips around Michigan, but our favorite vacation is a stay-cation.”

Get Brad's Help

As life events and stages demand adjustments to your financial plan, SYM’s mission is to proactively attend to your financial realities as your advocate so that you can focus on relationships and enjoying life. To have SYM Financial Advisors Midland work for you call 800-888-7968 or email Brad.