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
Burke Rehabilitation® welcomed a record number of runners, walkers, and adaptive athletes at its 2026 Heels & Wheels 5K and Kids Fun Run on Sunday, April 12. Hosted on the Burke Rehabilitation Hospital campus in White Plains, the event brought together participants of all abilities in a supportive, inclusive environment. Athletes ages 2 – 86 took part in the 5K and Kids […]
On Monday, June 1, the Jawonio Foundation proudly hosts its 38th Annual Golf Outing at the beautiful Paramount Country Club in New City, NY bringing together business leaders, community partners, and supporters for a day of purpose and connection. This signature event is more than a round of golf. It’s an opportunity for your organization […]
Economic uncertainty hasn’t slowed Americans down – it’s spurred them into action. KeyBank’s 2026 Financial Mobility Survey Pulse Poll, a follow-up to KeyBank’s Financial Mobility Survey conducted in July 2025, reveals that, though concern about the economy has increased (rising from 26% in 2025 to 28% today across all income levels), Americans are responding to […]
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.