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Derek Weed, Mba, Cfp® is listed as Advisor | Optimist | Servant at SYM Financial Advisors, a with 62 employees, based in Greater Indianapolis, United States. AeroLeads shows a matched LinkedIn profile for Derek Weed, Mba, Cfp®.
Derek Weed, Mba, Cfp® previously worked as Financial Advisor at Sym Financial Advisors and Private Music Instructor/Drummer at Self-Employed.
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As a learner, educator, and vision-caster at heart, the best part of my day is spent bringing clarity, confidence, and structure to people's financial lives. Over the past decade, I've built a career out of partnering with busy professionals to help them make progressively wiser financial decisions, while also helping them prioritize the things that matter and ignore the things that don't, In short, I provide fiduciary, proactive, service-driven advice on anything that relates to personal finance.Outside of being a husband to an RN and dad of our four amazing kids, I am also a:-drummer and music fanatic-mountain biker-conservationist-automotive enthusiast-ENFP-eternal optimistI'm also reading at least 2-3 books at any given time, and probably have a book recommendation for you... and would love your suggestions too! Let me know how I can help!
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Indianapolis, Indiana, United States
As part of a dedicated advisory team, focus on client relationship management including ongoing and regular client contact and communication. Gather information from client input and individual research to develop a financial plan customized to the client’s needs. Develop financial plans and investment reports for presentation to clients.
Westfield, Indiana, United States
I teach on a very limited scale and perform live occasionally with an Indianapolis-based big band and at local churches as time allows. At my most active, I performed live at least weekly, taught roughly thirty students one-on-one lessons (primarily rudimental drumming and drum set styles), and was often hired to record in a studio setting. I also previously taught and wrote for marching drumlines in a large-group format. Proficient in all modern musical styles; my "big three" influences are Steve Jordan, Stanton Moore and Steve Gadd.
Indianapolis, Indiana Area
Indianapolis, Indiana Area
Other employees you can reach at sym.com. View company contacts for 62 employees →
Marcia Woodbridge
Colleague at Sym Financial AdvisorsSaginaw, Michigan, United States
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Ethan Engelhardt
Colleague at Sym Financial AdvisorsGreater Saginaw-Midland-Bay City Area, United States
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Lisa Vaillancourt
Colleague at Sym Financial AdvisorsMidland, Michigan, United States
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Eric Townsend, Mba, Fpqp™
Colleague at Sym Financial AdvisorsWarsaw, Indiana, United States
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Jordan Hofmann
Colleague at Sym Financial AdvisorsFort Wayne, Indiana, United States
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Kim Harvey, Mba
Colleague at Sym Financial AdvisorsGreater Saginaw-Midland-Bay City Area, United States
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Marissa Nowak
Colleague at Sym Financial AdvisorsMidland, Michigan, United States
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Tyler D. Snover, Cfp®
Colleague at Sym Financial AdvisorsGreater Saginaw-Midland-Bay City Area, United States
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Brian Swinehart, Cfp®
Colleague at Sym Financial AdvisorsWarsaw, Indiana, United States
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Rick Harrison, Mba
Colleague at Sym Financial AdvisorsGreater Indianapolis, United States
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Derek Weed, Mba, Cfp® works for SYM Financial Advisors.
Derek Weed, Mba, Cfp® is listed as Advisor | Optimist | Servant at SYM Financial Advisors.
Derek Weed, Mba, Cfp® is based in Greater Indianapolis, United States while working with SYM Financial Advisors.
Derek Weed, Mba, Cfp® has worked for Sym Financial Advisors, Self-Employed, Charles Schwab, Pnc, and Fca Fiat Chrysler Automobiles.
Derek Weed, Mba, Cfp®'s colleagues at SYM Financial Advisors include Marcia Woodbridge, Ethan Engelhardt, Lisa Vaillancourt, Eric Townsend, Mba, Fpqp™, and Jordan Hofmann.
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