Teams Archive - Page 11 of 12 - SYM Financial Advisors -

A woman with long, straight brown hair is smiling, standing in front of a light-colored background. She is wearing a light pink blazer with a black top underneath and a delicate necklace. The ambiance is bright and professional.

Gabriella Tucker

January 24, 2022

Gabriella Tucker Gabriella Tucker Principal and Financial Advisor Gabby’s favorite part of her job is forming relationships with SYM clients, being their advocate, and helping them achieve their goals. She enjoys the complexity of financial planning and the markets- there is something to learn from every day. She loves the SYM office because she is surrounded by knowledgeable colleagues with unique expertise who are always willing to help one another. The level of team engagement

A young man with blond hair, wearing a light blue checkered shirt and a dark blazer, smiles at the camera. The background is blurred, showcasing what appears to be a window with a green outdoor view.

Ethan Brown

January 24, 2022

Ethan Brown Ethan Brown Financial Advisor. My favorite part of my role at SYM is the satisfaction I get from helping clients work towards reaching their goals. Navigating the winding path to retirement is difficult and overwhelming at times; my goal is to make the client’s journey more comfortable, so they can be confident in their actions and decisions. I am energized when building relationships with clients knowing that these relationships will last a lifetime.

A smiling individual with short blonde hair is wearing a blue blazer over a light-colored checkered shirt. They are standing indoors in front of a window, with a blurred, green, outdoor scene in the background.

Eric Townsend

January 24, 2022

Eric Townsend Eric Townsend Client Service Representative Eric’s background working in the service industry has helped him to understand the importance of serving clients well. He says the most rewarding part of his job is getting to know clients and helping them reach their unique financial goals. He also enjoys working with great team members who genuinely care for each other. Winona Lake, IN etownsend@sym.com Credentials Bachelor of Science – Trine University Financial Paraplanner Qualified

A woman with shoulder-length brown hair is smiling and wearing a pink blouse with a textured pattern. She is accessorized with a long, layered necklace with pearl-like beads and is standing indoors against a wooden and glass background.

Elle Turley

January 24, 2022

Elle Turley Elle Turley Marketing & Business Development Manager. Elle wears many hats. She manages all aspects of marketing and coordinating business development approaches for SYM. Elle enjoys her work because she is surrounded by intelligent, funny, genuinely caring people, both colleagues and clients alike, who challenge her and make her a better person. Winona Lake, IN eturley@sym.com Credentials Bachelor of Science in Marketing and Telecommunications- Indiana University, Bloomington, IN Community Member, Philanthropic Sorority, Tri

A man with short dark hair and glasses is smiling and wearing a dark suit jacket and white shirt. He is standing indoors with a blurred background of large windows and natural light.

Derek Weed

January 24, 2022

Derek Weed Derek Weed Derek is a Financial Advisor. Derek has worked in the financial services industry since 2012 and has extensive experience working with families of many ages and across the wealth spectrum. He is a learner and educator at heart. One of the things Derek loves most about his job is helping clients gain clarity and confidence in their financial picture, at all stages of life. dweed@SYM.com Book an in-person meeting with Derek

Deb Jones

January 24, 2022

Deb Jones Deb Jones Deb is a Trader Deb handles client trades and rebalancing. She works closely with advisors in an effort to optimize portfolios. Deb has always marveled at how so many different personalities come together at SYM and seem to consistently find common ground. She values the family culture at SYM. Winona Lake, IN djones@sym.com Credentials Bachelor of Science in Finance – Ball State University, Muncie, IN Financial Paraplanner Qualified Professional ™ Deb’s

Teams

Gabriella Tucker

Ethan Brown

Eric Townsend

Elle Turley

Derek Weed

Deb Jones

Podcasts

CIO Corner

Topics

Life Events

How can we help?

Let’s Talk

Fort Wayne, IN

Warsaw, IN

Indianapolis, IN

Midland, MI

Mishawaka, IN

Fort Wayne, IN

Warsaw, IN

Indianapolis, IN

Mishawaka, IN

Midland, MI

Let Us Help!

Who We Serve

What We Do

Insights

Contact us