Meet Rick Harrison: Senior Financial Advisor for SYM Financial in Carmel
Rick Harrison is a 25-year veteran of the investment advisory industry and is also the senior financial advisor for SYM Financial Advisors in its Carmel office. Harrison has an unique commitment to his faith and community. For those unfamiliar with SYM Financial Advisors, it’s the second largest Registered Investment Advisory firm in the state of Indiana with an office in Carmel, which provides full-service wealth management, portfolio management and retirement plan management services to clients throughout the United States. SYM also has $1.5 billion of assets under management.
After working for 15 years with another wealth management firm located in Fishers, Harrison, in 2012, accepted a challenge to be the CFO of a church located in Little Rock, Ark. The church sought out a seasoned financial professional to temporarily help as it looked to move to an abandoned Walmart building. The move to the new space had the potential to put the church in significant financial trouble. With Harrison’s guidance the church successfully made the transition to the space while securing its financial future. With the job complete and the church’s finances secure, Rick acceptable his position with SYM.
Upon returning to Indiana, Rick continued his commitment to his community and his faith. Rick regularly participates in a local prison ministry that requires him to regularly meet with inmates at the local Pendleton facility. In addition to his involvement with the prison ministry, Rick is active in the Epilepsy Foundation of Indiana, as both treasurer and board member.
Jerry Yeager, CEO of SYM, recently commented that SYM looked for quite a while to find just the right person to head its Carmel office. However, as soon as they met Harrison they knew he had the exceptional qualities they had been searching. If you are looking for an experienced financial advisor with deep roots and a commitment to his community, call, Rick Harrison.