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Corporate Executives

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Top 6 Financial Strategies Corporate Executives in Nashville Should Know

January 29, 2026

We understand Nashville isn’t just the heart of country music, it’s one of the fastest-growing metropolitan areas in the nation. With booming business districts, expanding suburbs, and traffic that rivals major cities, executives here know that growth brings both opportunity and complexity. SYM Financial Advisors is excited to announce the opening of its new Nashville location, positioned to serve the unique financial planning needs of corporate leaders like you.Here are six areas SYM Financial Advisors

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a man with gray hair and beard in a tweed suitcoat speaks among other professionals in a meeting room

Top 6 Financial Strategies Corporate Executives Should Know

January 29, 2026

If you’re a corporate executive, you know your financial life is anything but simple. Between stock options, pensions, benefits, and tax strategies, it’s understandable if you feel like you’re juggling too much. SYM Financial Advisors exists to simplify the complex and help you make confident financial decisions. Here are six areas where SYM Financial Advisors can be a difference maker for you:   1. Comprehensive Financial Planning SYM works with you to create a roadmap

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Illustration of a person working at a desk with a laptop, surrounded by documents, charts, stock options, money, a phone, and a calendar. The person is typing on the laptop, indicating they are managing finances or working on data analysis.

Stock Options Strategies for Success

January 16, 2026

A deliberate and thoughtful stock options strategy can maximize your wealth by harnessing the power of a significant part of your compensation. Without the guidance of an experienced financial advisor, well-intentioned company stock option recipients are often left on their own to set options targets (triggers for exercising an option). We find that “do-it-yourself” targets are frequently based on one of the following approaches: Participate in water cooler talk about how stock prices will fluctuate

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Life 2.0: Finding Purpose Beyond Retirement

January 7, 2025

In today’s episode of Executive Decisions, host Sarah Delahanty speaks with Todd and Cindy Shinabarger about their inspiring journey of transitioning from demanding careers to what they call “Life 2.0”—a purposeful and fulfilling phase of life dedicated to service and impact. Todd and Cindy share their experiences of stepping into volunteer roles with Operation Mobilization, where their skills in IT and science transformed projects and systems, helping the organization achieve excellence. They reflect on the

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A middle-aged man with short hair and glasses, wearing a blue blazer over a white shirt, is shown on the cover art for a podcast titled "Executive Decisions: A Podcast for Business Leaders." The text includes "Todd Davis, PeekMed, Ind Board Member." The logo of SYM Financial Advisors is at the bottom.

From Airplanes to Orthopedics: Leadership Lessons Learned Along the Journey with Todd Davis

April 23, 2024

In today’s episode of Executive Decisions, host Sarah Delahanty sits down with Todd Davis who shares his rich career history from building airplanes to his executive career in the orthopedic industry. Todd reflects on his journey from managing older union workers while still in his 20’s to his transition into executive leadership roles. He emphasizes the importance of work ethic, persistence, and building relationships, sharing valuable insights from his experiences. Todd also discusses his post-executive

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