Tompkins Financial Advisors’ William D. Winters Honored
Tompkins Financial Advisors’ William D. Winters Honored as Prestigious “Five Star Wealth Manager”
White Plains, NY – May 31, 2017 – William D. Winters, senior vice president and managing director of Tompkins Financial Advisors in the Hudson Valley, has been recognized for the third consecutive year as a 2017 “Five Star Wealth Manager” by Westchester Magazine and Five Star Professional.
The acknowledgment honors a select group of wealth management experts, with a focus on those that have demonstrated 10 eligibility and evaluation criteria, including providing quality client services, having a favorable client retention rate, maintaining education and professional designations, and other standards.
“Tompkins Financial Advisors committed to providing investment management, financial planning and wealth strategies for our clients’ ultimate benefit and financial health,” said Winters. “The Five Star award is a wonderful acknowledgement of our absolute dedication our individual and business clients’ best interests.”
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.
–
Similar Member News Items
4TH ANNUAL FIREBOAT MCKEAN PRESERVATION PROJECT GOLF OUTING MONDAY, OCT 23rd PHILLIP J. ROTELLA GOLF CLUB – THEILLS NY 18 HOLES OF GOLF – Tee Off 9:30am Limited to first 122 Golfers – Scramble Format CHECK-IN & BREAKFAST 7:30am – 9:00am – Hot Buffet by Lynch’s on the Green PRIZES & CONTESTS Low Gross-Men & […]
NEW YORK October 3, 2023 – New York-based United Corporate Services, Inc. (“UCS”) announced today that it has acquired California-based CLAS Information Services (“CLAS”). The CLAS acquisition is symbolic of UCS’ commitment to balanced growth. By expanding geographically through strategic acquisitions of like-minded companies, UCS increases our capabilities to offer a broad range of solutions […]
WPPAC is celebrating its 20th Anniversary on Saturday, November 4 at The Opus and we hope you and your colleagues and friends will join us there! We are an independent non-profit theatre which has produced 67 unique musicals specifically curated for our stage and 400-seat house. Currently we are showing the hit In the Heights […]
Become A Member
Join the county’s largest and most influential business organization today.
JOIN NOW!
Leave a Comment
You must be logged in to post a comment.