Midland, MI – SYM Financial Advisors is pleased to announce 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 and building relationships of trust.
A Certified Financial Planner™ designee, Bradley works for SYM in the role of Financial Planner. He earned a Master’s Degree in Personal Financial Planning from the College for Financial Planning in 2018. He is a 2015 graduate of Grace College in Winona Lake, Indiana, and joined SYM in 2014.
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.