Derek Weed
Financial Advisor, Optimist, Servant
- Role
- Financial Advisor at Sym Financial Advisors
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
About Derek Weed
As a learner and vision-caster at heart, the best part of my day is spent bringing…
Experience
Financial Advisor
Aug 2020 — Present · Indianapolis, IN, US
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.
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