Rod Coleman Email & Phone Number

President @ SYM Financial Advisors

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Rod Coleman's Location

Midland, MI, US

Rod Coleman's Work

President @ SYM Financial Advisors
Financial Advisor @ SYM Financial Advisors
US Navy @ US Navy

Rod Coleman's Education

The University of Chicago - Booth School of Business
MBA (Finance)
2001 - 2004
US Naval Academy
BS (Economics)
1987 - 1991

Rod Coleman's Skills

Personal Financial Planning
Certified Financial Planner
Portfolio Management

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Investments
Estate Planning
Public Speaking
Operations Management
Leadership Development
Retirement Planning
Investment Advisory

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Rod Coleman's Summary

Rod Coleman, based in Midland, MI, US, is currently a President at SYM Financial Advisors, bringing experience from previous roles at SYM Financial Advisors and US Navy. Rod Coleman holds a 2001 - 2004 MBA in Finance @ The University of Chicago - Booth School of Business. With a robust skill set that includes Personal Financial Planning, Certified Financial Planner, Portfolio Management, Investments, Estate Planning and more, Rod Coleman contributes valuable insights to the industry. Rod Coleman has 3 emails on RocketReach.

Rod Coleman Email Address

Found 3 email address listings:

Rod Coleman Phone Number

Found 2 phone numbers:

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Top SYM Financial Advisors Employees

Rod Coleman

President at SYM Financial Advisors

Midland, MI, US

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Evan Stark

Financial Advisor at SYM Financial Advisors

South Bend, IN, US

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Seth Whicker

V.P. and Sr. Investment Advisor at SYM Financial Advisors

Fort Wayne, IN, US

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Vince Tran

Founder and CEO at SYM Financial Advisors

Palm Beach Gardens, FL, US

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Tom Ackmann

Principal and Senior Retirement Plan Advisor at SYM Financial Advisors

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Crystal Creekmore

Chief Compliance Officer at SYM Financial Advisors

Winona Lake, IN, US

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Scott Soptick

Financial Planner at SYM Financial Advisors

Winona Lake, IN, US

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Brian Swinehart

Financial Advisor at SYM Financial Advisors

Warsaw, Indiana, United States

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Jonathan Slocum

Senior Financial Advisor at SYM Financial Advisors

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Keith Beers

Financial Advisor │ Manager at SYM Financial Advisors

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Steve Yeager

Principal and Senior Financial Advisor at SYM Financial Advisors

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Kim Harvey

Director Of Marketing And Business Development at SYM Financial Advisors

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Kristen Watson

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Octavian Sayumwe

Financial Advisor at SYM Financial Advisors

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