Skip to Content
Author: The BCW

Leave a Comment

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

Christa Daniello, VP of Sales at The Osborn, was presented the James Sanderson Memorial Award from Kristen Myers, Chief Operating Officer of LeadingAge New York. Matt Anderson, President and CEO of The Osborn, was also present for the celebration. This award, which is named for the late Jim Sanderson, LeadingAge New York’s longtime counsel and […]

Read Article

The Frank Leicht Digital Media Archive is a treasured repository that houses videos and productions from the earliest days of Larchmont Mamaroneck Community Television, now known as LMC Media. Named in honor of LMC Media Co-Founder Frank Leicht, this archive is a testament to the enduring legacy of community media in Larchmont and Mamaroneck. Established […]

Read Article

Where do donated clothes go & how can we mindfully donate? Join us for a panel discussion on the path donated clothing takes, how to donate sustainably, and the impact of clothing donations on others. Our panel includes Matt Fasciano, CEO of Delivering Good, Dan Green, CEO and Co-founder of Helpsy, Dr. Audrey Brutus, Supervisor […]

Read Article

Become A Member

Join the county’s largest and most influential business organization today.

JOIN NOW!
The Business Council of Westchester is committed to helping businesses market, learn, advocate, and grow. Over 80 events and programs are offered every year, giving our members ample opportunity to connect and meet with businesses representatives in the Westchester community and beyond.
Back to top