WARSAW — SYM Financial Advisors is pleased to announce the promotion of Brandon Stewart, CFP® to associate financial advisor. Stewart joined SYM in May of 2013 as a Client Service Representative and was promoted to the role of Financial Paraplanner in 2015. He is a 2013 graduate of Indiana University Purdue University Fort Wayne with a BS in business marketing and currently works from SYM’s Winona Lake office.

SYM is also pleased to announce the promotion of Kaleigh Stoddard, CFP® to associate financial advisor. Stoddard joined SYM as a Client Service Representative in March 2012, earned the Registered Paraplanner designation in 2013, became a Senior CSR in 2014 and was promoted to Financial Paraplanner in 2015. She holds a BBA in finance from Northwood University and currently works from SYM’s Midland, Mich. office.

In 2017, both Stewart and Stoddard met the rigorous experience and ethical requirements of the CFP Board to earn the designation of Certified Financial Planner. This designation identifies individuals who have successfully completed extensive financial planning coursework and passed the CFP® Certification Examination covering the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits and estate planning.  As CFP® professionals, Stewart and Stoddard agree to meet ongoing continuing education requirements and to uphold the CFP board’s code of ethics and professional responsibility, rules of conduct and financial planning practice standards.