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Brad Duling earns 2019 President’s Award

SYM FINANCIAL ADVISORS ANNOUNCES PRESIDENT’S AWARD RECIPIENT

Midland, MI – SYM Financial Advisors is pleased to announce Brad Duling, CFP®, as the recipient of SYM’s annual President’s Award. SYM’s Board of Directors presents this prestigious award annually to the company’s most valuable player.

Duling joined SYM in 2011 and holds a Bachelor of Science degree from Central Michigan University. A Certified Financial Planner™ designee, he works as a Senior Financial Advisor and principal while leading the wealth management arm of SYM. Duling is a member of the board of directors for the United Way of Midland County and also serves on the Northeastern Michigan Estate Planning Council, is a member of Midland Noon Rotary, and volunteers at Blessed Sacrament Church and School.

SYM Financial Advisors is among the Midwest’s largest independent wealth management firms, with over $2.4 billion in assets under management. Headquartered in Winona Lake, Indiana, SYM also has offices in Fort Wayne, Indianapolis, and Mishawaka, Indiana, and Midland, Michigan. The firm serves corporate executives, private business owners, physicians, families, retirees, corporations and not-for-profit organizations, delivering unique, goals-based portfolio management solutions, wealth management, and a completely transparent and investor-focused 401(k) solution.

For additional information, please call 800.888.7968 or visit sym.com.

Disclosure: Certain links above are to third-party sites and are not affiliated with SYM Financial Corporation (“SYM”).  SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request.

 

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