At SYM Financial Advisors, our relationships with our clients are the driving force of our business. An independent, fee-based Registered Investment Advisory (RIA) firm, we provide full-service wealth management, portfolio management, and retirement plan management services to our valued clients throughout the United States. To deliver the highest possible level of customer service, our trusted advisors are located in five offices across the region. Contact us to explore how we can help you achieve uncommon results.
Please join us in welcoming Dawn Wright as an Associate Financial Advisor in SYM’s Midland office.
Dawn is a CMU graduate with a BBA in human resource management and an MBA from the University of Michigan in Flint. She is currently preparing to test for the professional designation of Certified Financial Planner™.
Dawn’s professional background includes policy, technology, and finance roles with the Michigan Molecular Institute and the Midland Information Technology Consortium. Moving forward, Dawn will work closely with Sarah Delahanty to serve SYM’s clients.
Dawn is a Midland resident. She and her significant other, Shawn, enjoy spending time with their English Bulldog, Charlie. Dawn is also is an avid fitness fan, clocking 500 miles each month in her spinning class. She is looking forward to trading spinning for kayaking this summer.
We know you will enjoy working with Dawn! Please feel free to contact her at the email and phone number below.
Associate Financial Advisor