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James Gallagher

A person with short dark hair, wearing a light blue shirt and dark blazer, stands in front of a glass door. The person is smiling and looking directly at the camera. The background shows a blurred view of trees and a street.

James Gallagher

James is a Financial Analyst.

As a Financial Analyst at SYM, James performs investment committee research at the direction of the CIO. He has a special knack for approaching problems in a methodical and diligent way, and brings this attribute to his work.

The thing he loves most about his job is diving deep into financial data and research, knowing that it will ultimately help clients to lead more fulfilling and financially stable lives.


Logo of the University of Pennsylvania featuring a coat of arms with two books and a dolphin above three white chevrons on a blue shield, next to the text "Penn University of Pennsylvania" in blue.

Bachelor of Science in Economics – University of Pennsylvania, Wharton School of Business

James’ Words to Live By

“Well done is better than well said.”

– Benjamin Franklin

Personal Pursuits

SCUBA diving and fishing

Get James’ Help

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