Fred is a RETIRED Senior Financial Advisor.   

At SYM

Fred served clients at SYM for over 40 years! He served clients in the Warsaw, IN area and across the U.S. He made many friends along the way and has seen many clients enter retirement.

On February 26, 2021, Fred entered his own retirement chapter.  We are grateful to the contributions he has made to this firm and for the wisdom he imparted.  He is an encouraging example that patience and commitment to thoughtful financial planning can take you to the finish line you desire.  Friends, clients and colleagues will miss him and wish him the very best that retirement has to offer.

Fred’s former team members remain available to help with your financial questions and needs.  Contact Reba Davis to engage his team members.

Fred’s Words to Live By

I’m never again going to do anything that I can’t explain to my neighbor.

Personal Pursuits

Enjoying a new chapter with his wife and children and being grandpa (he answers to “Poppi”) to his grandchildren ranging from ages 21 to infant.

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 Warsaw work for you call 800-888-7968 or email info@sym.com.