Symphony Financial Services, Inc.

Please join us in congratulating Zach Hummel for passing his Ohio Life, Accident and Health Insurance Exam, Securities Industry Essentials (SIE) Exam, General Securities Representative Exam (Series 7) and the Uniform Combined State Law Examination (Series 66) ALL within 1 year of being at Symphony Financial Services. Well done ZACH! ?? ?? ??

??Back-Office Spotlight?? Meet Jennifer Sansonette one of our full-time back-office employees. Jen's role is mainly administrative support and helping manage client interactions and accounts. Jen has been in the financial services industry for over 7 years with experience at Charles Schwab and Valmark Financial Group, working in numerous finance roles. She graduated with her Bachelor's Degree in Business Management with minors in Economics and Human Resources from Kent State University in 2017. She has recently acquired her Life, Health, and Accident Insurance License and will continue to pursue her Series 7 and 66 Securities Licenses. Jen resides in Lakewood, Ohio. She enjoys golfing with her boyfriend and reading.

The first #FoodTruckFriday was a wonderful success! Thank you to 444 Hibachi Grill for cooking some amazing food for the public. Catch a snapshot from earlier today, below. Stay tuned for more fun events like this and make sure to look out for the next #FoodTruckFriday here at Symphony!

??Back-Office Spotlight?? Meet Zach Hummel one of our full-time back-office employees. Zach's role is mainly administrative support and helping manage client interactions. He began his career here after graduating from Ohio State University with his bachelor’s degree in economics. Zach played football at the University of Cincinnati and Miami of Ohio University, before finishing his education at Ohio State. He has recently acquired his Life, Health, and Accident Insurance Licenses as well as his SIE credential. Zach is currently pursuing his Series 7 and 66 Securities Licenses. Zach resides in Akron, Ohio. In his free time, he enjoys outdoor activities, golfing, and spending time with his family. He is a major sports fan and enjoys watching and attending games with friends.

Join us this Friday July 26th for #FoodTruckFriday as 444 Hibachi Grill will be parked in our parking lot from 11am-2pm. The general public is welcome, so grab a fellow coworker or friend and stop by! A screenshot of some of their menu items and prices are listed below. Hope to see some familiar faces ??

This morning, our Vice President Craig M. Small, CFA was up bright and early to make our team omelets while we had some folks in from iCapital to talk about their Private Equity offerings. Nothing like starting off the day grilling on the Blackstone!

We at Symphony Financial Services, Inc. wanted to wish everyone a happy and safe Fourth of July!

Meet our Summer 2024 Interns Garrett Hattery and Zach Firment!!! Zach Firment is currently majoring in Finance at Florida Gulf Coast University, and he plans to go into Financial Advising or Financial Analysis. He is expecting to graduate in December 2025. During his internship so far, he has enjoyed doing research and work within portfolio analysis, 401ks, and projects involving annuities. During the summer he enjoys playing as much golf as he can and spending time boating on Lake Erie. Garrett Hattery is currently attending Ohio University and is majoring in Finance and Marketing. He is expecting to graduate in May 2025, and hopes to work within the world of Finance. In his free time he enjoys going to the beach, working out and playing pickle ball. So far this summer, he has enjoyed analyzing client portfolios, tracking/creating stock portfolios, and 401k and annuity projects. If you or someone you know is looking for an internship in Finance this Fall, please send an introductory email with your resume to Craig Small at [email protected]

We’re hiring! Please reach out to Craig M. Small, CFA if interested.