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James Gallagher

A person with short dark hair, wearing a light blue shirt and dark blazer, stands in front of a glass door. The person is smiling and looking directly at the camera. The background shows a blurred view of trees and a street.

James Gallagher

James is a Senior Financial Analyst.

As a Financial Analyst at SYM, James performs investment committee research at the direction of the CIO. He has a special knack for approaching problems in a methodical and diligent way, and brings this attribute to his work.

The thing he loves most about his job is diving deep into financial data and research, knowing that it will ultimately help clients to lead more fulfilling and financially stable lives.

Fort Wayne, IN

jgallagher@sym.com

Credentials

Logo of the University of Pennsylvania featuring a coat of arms with two books and a dolphin above three white chevrons on a blue shield, next to the text "Penn University of Pennsylvania" in blue.

Bachelor of Science in Economics – University of Pennsylvania, Wharton School of Business

The image shows the Chartered Financial Analyst (CFA) logo, with "CFA" in large letters centered inside a black oval. The words "CHARTERED FINANCIAL ANALYST" circle around the oval in uppercase letters.

Chartered Financial Analyst®

James’ Words to Live By

“Well done is better than well said.”

– Benjamin Franklin

Personal Pursuits

SCUBA diving and fishing

Get James’ Help

As life events and stages demand adjustments to your financial plan, SYM’s mission is to proactively attend to your financial realities as your advocate so that you can focus on relationships and enjoying life. To have SYM Financial Warsaw work for you call 800-888-7968 or email info@sym.com.

Let’s Talk

Visit our offices, schedule a meeting, call, or email anytime!

Fort Wayne, IN

(260) 387-6822

7030 Pointe Inverness Way #100,
Fort Wayne, IN 46804

Warsaw, IN

(574) 267-2300

801 Park Avenue,
Winona Lake, IN 46590

Indianapolis, IN

(317) 848-2180

9100 Keystone Crossing #560,
Indianapolis, IN 46240

Midland, MI

(989) 631-0244

414 Townsend St # 202,
Midland, MI 48640

Mishawaka, IN

(574) 287-0035

4215 Edison Lakes Pkwy Suite 320
Mishawaka, IN 46545

Schedule A Meeting

Fort Wayne, IN

(260) 387-6822

7030 Pointe Inverness Way #100,
Fort Wayne, IN 46804

Warsaw, IN

(574) 267-2300

801 Park Avenue,
Winona Lake, IN 46590

Indianapolis, IN

(317) 848-2180

9100 Keystone Crossing #560,
Indianapolis, IN 46240

Mishawaka, IN

(574) 287-0035

4215 Edison Lakes Pkwy Suite 320
Mishawaka, IN 46545

Midland, MI

(989) 631-0244

414 Townsend St # 202,
Midland, MI 48640

Schedule A Meeting

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We’ll listen. Then advise on your next best steps toward financial clarity.

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* SYM Financial Corporation ‘SYM’ is an independent investment advisor registered under the Investment Advisers Act of 1940, as amended. SYM ranked #96 in top fee-only RIA by COMPLY in 2023. This rating is not representative of a client’s experience and is not indicative of future performance. SYM did not pay COMPLY a fee for inclusion in the rankings and data is based on 2023 ADV filings.

The opinions expressed herein are those of SYM Financial Corporation (“SYM”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request.

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