Bob Case

Bob Case, CPWA®, serves as the Director of Client Family Services and Senior Relationship Manager at Market Street Trust Company since December 2019. With over 20 years of experience in banking, Bob has held various roles, including Financial Advisor and Vice President at Tompkins Financial Advisors, and Business Banking Relationship Manager/Assistant Vice President at M&T Bank. Bob specializes in providing comprehensive financial management solutions tailored to clients' needs, with a strong focus on supporting professionals and entrepreneurs in achieving their financial goals. Educationally, Bob has pursued advanced studies in financial planning and business management, holding degrees from Keuka College and Cayuga Community College, along with coursework for the Certified Financial Planner designation.