Charles Schwab President and CEO, Walt Bettinger,visited the Winona Lake headquarters of SYM Financial Advisors on Friday. Walt spent time with the SYM owners to solicit feedback and ensure that Schwab is meeting the needs of SYM clients. Bettinger assumed the role of President and CEO in 2008 when founder, Charles R. Schwab, stepped down.

 

Charles Schwab Corporation is one of the nation’s largest financial services firms serving approximately:

 

  • $1.9 trillion in client assets
  • 8.7 million client brokerage accounts
  • 850,000 bank accounts
  • More than 7,000 independent investment advisors
  • 1.5 million retirement plan participants

 

SYM Financial Advisorsis focused on bringing uncommon results to our clients by delivering expertise and a high level of client service. Meeting with institutional partners, such as Charles Schwab, is a critically important step that allows us to emphasize and execute on shared values.