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.

Lisa Vaillancourt

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A smiling woman in a black top sits with her hands resting on a chair back, representing a commission-free fiduciary at SYM Financial Advisors.

Lisa Vaillancourt

Client Service Representative

Lisa has over a decade of experience in customer service. She learned as a former escrow officer to pay attention to detail while helping people, in some cases, achieve a huge milestone in their life. She feels the best part of working with SYM is getting to use her skills while learning something new each day. Everyone does their part and is always willing to help!  

Midland, MI

lvaillancourt@sym.com

@lisa-vaillancourt-fpqp%C2%AE-0783a544

Credentials

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: White letters S, V, S, and U stacked in a two-by-two grid against a red square background for SYM Financial Advisors.

Bachelor of Arts – Saginaw Valley State University, University Center, MI 

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Financial Paraplanner Qualified Professional logo for SYM Financial Advisors.

Financial Paraplanner Qualified Professional™

Lisa’s Words to Live By

“Believe you can and you’re halfway there.”  – Theodore Roosevelt

Personal Pursuits

In her free time, you can find Lisa spending time with family. That can involve a trip to Cedar Point, visiting Harbor Beach, or simply enjoying life at home.