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.
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A SYM Financial Advisors fiduciary in a navy blue suit and glasses sits at a desk with his hands folded.

Rick Harrison

Principal, Senior Financial Advisor

Rick brings more than 30 years of experience in the investment management and trust industry. He has a consistent and dependable way of educating clients on different aspects of portfolio management and financial planning.  He serves on the SYM Investment Committee and is the Indianapolis Area Leader. When it comes to financial advice, he is a knowledgeable friend to have in Indianapolis.

Indianapolis, IN

rharrison@sym.com

Credentials

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Circular seal of the University of Indianapolis featuring a central torch, the motto “Education for Service,” and the year 1902, representing a commitment to SYM Financial Advisors and commission-free fiduciary principles.

Master of Business Administration, University of Indianapolis

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Indiana University trident logo above the text: KELLEY SCHOOL OF BUSINESS, GO FROM MOMENT TO MOMENTUM. SYM Financial Advisors support this commission-free fiduciary mission.

Bachelor of Science in Business Finance, Indiana University Kelley School of Business

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Northwestern University logo featuring a circular seal with an open book and the text “Quaecumque sunt vera” above the year 1851, representing SYM Financial Advisors as a commission-free fiduciary.

ABA Graduate Trust School at Northwestern University

Community

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Carmel Symphony Orchestra logo featuring an abstract musical note icon above the text, representing the musical excellence supported by SYM Financial Advisors.

Board Member, Carmel Symphony Orchestra

Logo for SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients, featuring a cross bisected by a green circular line.

Board Member

Rick’s Words to Live By

Discipline is doing what you have to do, doing it to the best of your ability and doing it that way all of the time. – Bobby Knight

Personal Pursuits

Rick is an avid golfer. He is a big fan of Indiana University basketball, the Indianapolis Colts and the Chicago Cubs.

Get Rick’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 Advisors Indianapolis work for you call 800-888-7968 or email info@sym.com.