Tompkins Financial Advisors
Tompkins Financial Advisors is an independent, fee-based, wealth management firm with offices throughout New York and southeastern Pennsylvania. Our focus is on understanding our client's complete financial picture so we can provide the wealth management strategies that make a meaningful difference in our client's lives. We specialize in investment management, financial planning, wealth transfer strategies and wealth preservation strategies for individuals and businesses. Tompkins Financial Advisors is part of Tompkins Financial Corp, a financial services holding company, publicly traded on the NYSE under the symbol TMP. The company is committed to creating long-term value for our clients, our communities and our shareholders. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member SIPC Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Tompkins Trust Company deposits and are not FDIC insured. These products are not obligations of Tompkins Trust Company and are not endorsed, recommended or guaranteed by Tompkins Trust Company or any government agency. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Tompkins Trust Company and Tompkins Financial Advisors are not registered broker/dealers and are not affiliated with LPL Financial. The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
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Verified contacts
51
available on Kipplo
LinkedIn employees
60
501 to 1000 range
Open roles
—
no listings
Distinct roles
42
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
51 contacts with verified email or phone · masked until revealed.
- JE
John e Shea
Sr Portfolio Manager · Finance & Accounting
EmailPhone - MP
Michael Proctor
Managing Director · General Business & Management
EmailPhone - SM
Shannon Manville
Owner · General Business & Management
EmailPhone - HB
Heather Berry
Vice President Trust Officer · Finance & Accounting
EmailPhone - JL
John Lawson
Vice President, Executive Compensation · Finance & Accounting
EmailPhone - LG
Lawrence Gore
Senior Vice President · General Business & Management
EmailPhone - SB
Stacy Bertot
Vice President, Tfa Compliance Officer · Other
EmailPhone - DT
Donald Taulbee
Senior Investment Associate · Finance & Accounting
EmailPhone - KJ
Kevin Joy
Wealth Advisor · Finance & Accounting
EmailPhone
Showing 9 of 51 verified contacts
Top roles at Tompkins Financial Advisors
42 distinct titles indexed · top 10 shown.
- 3wealth advisor
- 2am & m financial services, inc
- 2managing director
- 2president
- 2wealth management assistant lead
- 2wealth management associate
- 1',,
- 1accounting manager
- 1assistant manager administration
- 1assistant vice president, trust counsel
- +32more titles
Sign up to unlock all 51 contacts at Tompkins Financial Advisors
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