By KIM HARVEY
Director of Marketing, SYM Financial Advisors

WINONA LAKE — SYM Financial Advisors announced the recipient of SYM’s 2015 Client First Service Award. Each year, the Client First Service Award recognizes a single member of SYM’s team for exemplifying the core values driving the success of the organization: serving clients uncommonly well and building relationships of trust.

“This year’s winner’s accomplishments have been so numerous and significant they put her at the top of the leaderboard,” said Rod Coleman, president. “I’m proud to congratulate Kaleigh Stoddard, who rose to every challenge in 2015 including mentoring new employees, serving clients, leveraging advisors by building financial plans and learning a new role as a Paraplanner. Kaleigh is the model for creating a unique client experience, and she does it with professionalism and grace.”

Stoddard joined SYM in a client service representative role in March, 2012. She is a 2012 graduate of Northwood University, Midland, Mich., where she earned a Bachelor of Business Administration degree. Stoddard is also a registered paraplanner and currently is working toward certification as a registered financial planner.

SYM Financial Advisors is among the Midwest’s largest independent wealth management firms, with over $1.8 billion in assets under management. Headquartered in Winona Lake, SYM also has offices in Fort Wayne, Indianapolis, South Bend and Midland, Mich. The firm serves corporate executives, private business owners, physicians, families, retirees, corporations and not-for-profit organizations, delivering unique, goals-based portfolio management solutions, wealth management, and a completely transparent and investor focused 401(k) solution.

For additional information, call (800) 888-7968 or visit www.sym.com.