SYM Financial Advisors Announces Promotions

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Winona Lake-based SYM Financial Advisors has promoted Jonathan Slocum (pictured) and Rebecca Davis. Slocum has been promoted to financial advisor. He joined SYM in 2012 and serves as a fiduciary to portfolio and wealth management clients. He is a designated Certified Financial Planner. Davis was promoted to senior financial paraplanner. She joined the company in 2004.  Davis holds a B.S. degree in Financial Services from Wright State University in Dayton, Ohio as well as the CFP practitioner designation.