Tompkins Financial Advisors is an independent, fee-based, wealth management firm with offices throughout New York and southeastern Pennsylvania.

Finance

Tompkins Financial Advisors

Tompkins Financial Advisors' headquarters in Ithaca, NY, United States

The White Plains office likely focuses on high-level strategic management and support for regional operations.

White Plains

The Wyomissing office specializes in providing tailored wealth management services to individuals and families in the region.

Wyomissing

Geoff Blyth

Tara T. Masters

Jennifer Green

Stacy Bertot

Francis Post

James Sperry

Serena Compitello

Jennifer Alfieri

William D. Winters

Heather Berry

Aaron Rowe

Cesar Vazquez Jr

John E Shea

Doug Kallet

Brendan C. Fuller

Bill Murphy

Megan E. Burke

The Leadership Team at Tompkins Financial Advisors is responsible for setting the strategic direction and vision of the firm, ensuring that it aligns with the company's core values of integrity and client-centric service. Comprising senior executives with expertise in investment management, fiduciary responsibilities, and operational efficiency, this team collaborates to drive business growth, oversee risk management, and enhance the overall client experience across all offices.

Leadership Team

The Senior Vice Presidents & Managing Directors at Tompkins Financial Advisors are responsible for overseeing high-level investment strategies, ensuring operational efficiency, managing client relationships, and guiding fiduciary practices to help clients achieve their financial goals. They play a key role in strategic decision-making and in maintaining the firm's reputation for exceptional wealth management services.

Tompkins Financial Advisors

Org chart

Teams

Leadership Team

Senior Vice Presidents & Managing Directors

Offices

Tompkins Financial Advisors

Org chart

Teams

Leadership Team

Senior Vice Presidents & Managing Directors

Offices

Related companies