Kaleigh Stoddard
Kaleigh Stoddard
Senior Financial Planner.
Kaleigh is a planner, educator, and helper by nature, which suits her well in her role as Training Coordinator and a mentor for new Financial Planners and Advisors. These qualities also allow her to serve her clients and teammates uncommonly well.
Kaleigh values the wealth of knowledge and experience her colleagues bring to SYM, and she strives to continue learning and challenging herself each day.
Credentials
Bachelor of Business Administration in Finance – Northwood University, Midland MI
CERTIFIED FINANCIAL PLANNER™
Community
Member, Midland MYPros
Member, Northeastern Michigan Estate Planning Council
Member, 100 Club
Volunteer, Midland Blooms
Member, Leadership Midland Alumni Association
Kaleigh’s Words to Live By
“Education is the most powerful weapon which you can use to change the world.” – Nelson Mandela
Personal Pursuits
Kaleigh is commonly found spending time outdoors, curling up with a book, or enjoying live music. She aspires to relearn the alto saxophone she played as a child, along with learning a new instrument. Kaleigh finds fulfillment in exploring cultures and landscapes through travel as well as spending quality time with close friends and family. She dreams of owning a larger property where she can rescue many species of animals; in the meantime, she and her partner, Phil, love on their three fur babies
Get Kaleigh’s 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 Midland work for you call 800-888-7968 or email info@sym.com.
