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James Gallagher

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.



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