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.

Eric Townsend

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A smiling SYM Financial Advisors fiduciary in a dark polo shirt standing outdoors.

Eric Townsend

Compliance/Operations Specialist

Eric works diligently to mind the details that ensure SYM adheres to all SEC requirements. Keeping SYM and its employees compliant is his focus.

He says the most rewarding part of his job has been getting to know clients and helping them reach their unique financial goals. He also enjoys working with great team members who genuinely care for each other.

Winona Lake, IN

etownsend@sym.com

Credentials

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The Trine University seal featuring a letter T inside a shield surrounded by a laurel wreath, representing the values of SYM Financial Advisors.

Bachelor of Science – Trine University

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Logo for the Financial Paraplanner Qualified Professional designation, representing the fiduciary standards upheld by SYM Financial Advisors.

Financial Paraplanner Qualified Professional™

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The Trine University seal featuring a letter T inside a shield surrounded by a laurel wreath, representing the values of SYM Financial Advisors.

Master of Business Administration –Trine University

Eric’s Words to Live By

In the end we only regret the chances we didn’t take, the relationships we were afraid to have, and the decisions we waited too long to make.

Favorite Book

“Born to Run” by Christopher McDougall