SYM Financial is proud to announce that Rod Coleman and Seth Whicker have been named to Medical Economics’ 2012 list of Best Financial Advisers for Doctors.
Appointment to the list is a prestigious honor based on several criteria: knowledge and experience; geography, fee arrangements, minimum portfolio requirements; and being in good standing with the SEC and NASD.
Medical Economics is the leading business resource for office-based physicians, with over 176,000 physicians subscribing nationwide. The list appeared in the November 2012 issue of Medical Economics.
Coleman serves as president of SYM Financial Advisors, is a CFP® practitioner, and holds an MBA in investments and finance.
Whicker serves as vice president, is a CFP® practitioner, holds Master’s degrees in Financial Analysis and Financial Planning, and has over 20 years of experience in financial services.
Headquartered in Winona Lake with offices in Fort Wayne, Indianapolis and South Bend, Ind.; and Midland, Mich., SYM Financial serves executives, private business owners, physicians, families and not-for-profit organizations.