Reba Davis
Reba Davis
Wealth Management Operations Coordinator and Senior Financial Planner
I thrive at work when I am making improvements and delivering solutions, whether in the form of a client’s financial situation or SYM’s internal processes and systems. I am also a helper by nature, which fits perfectly with my role as I get to help clients and SYM staff daily in a variety of ways.
Credentials
Bachelor of Science in Business Financial Services, Magna Cum Laude
Wright State University, Dayton, OH
CERTIFIED FINANCIAL PLANNER™
Reba’s Words to Live By
“If you do not know how to ask the right question, you discover nothing.” – W. Edwards Deming
Personal Pursuits
Reba enjoys gardening and trying out new recipes.
Get Reba’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 Fort Wayne work for you call 800-888-7968 or email info@sym.com.
