ALISSANDRATOS OF TOMPKINS FINANCIAL ADVISORS EARNS TRUST CERTIFICATION

ALISSANDRATOS OF TOMPKINS FINANCIAL ADVISORS EARNS TRUST CERTIFICATION

HUDSON VALLEY, NY, JUNE 29, 2016 – Tompkins Financial Advisors, the wealth management firm of Tompkins Financial Corporation, with locations throughout Dutchess, Putnam and Westchester counties, has announced that Dimitrios J. Alissandratos, a wealth management associate with the firm, has earned his certification in trust administration through the New York Bankers Association.

As part of the four-day intensive certification process, which concentrated on practical and technical areas of trust administration, Alissandratos attended lectures and participated in small group discussions led by trust professionals from across the nation, including topics on types of trusts, transfer taxes, investments, trust document analysis, relationship management and other subjects.

“Through the trust certification process, I developed a greater knowledge of trust administration, compliance and investing, all of which have contributed my standing as a wealth management associate now and in the future,” said Alissandratos. “More than that, I connected with peers, expanding my social and business networks, for a broader professional reach and presence.”

About Tompkins Financial Advisors:
Tompkins Financial Advisors is the wealth management firm of Tompkins Financial Corporation, a leading New York State-based financial services holding company. With more than a century of experience, Tompkins Financial Advisors provides customized wealth management strategies. In the Hudson Valley region, the firm has locations in Westchester, Putnam and Dutchess counties. Other locations include Rochester, NY; Ithaca, NY; Wyomissing, PA and Blue Bell, PA. Wealth Advisors also are available by appointment at Tompkins Financial affiliate locations, including Tompkins Mahopac National Bank, Tompkins Bank of Castile, Tompkins Trust Company, Tompkins VIST Bank and Tompkins Insurance Agencies. For more information, visit www.tompkinsfinancialadvisors.com or follow the firm on LinkedIn.

Investments are not insured by the FDIC, not deposits of, obligations of, or guaranteed by the bank or its affiliates, and are subject to investment risk including possible loss of principal.

By | 2016-07-06T18:20:05-04:00 July 6th, 2016|Member News|0 Comments

About the Author:

Leave A Comment