Tompkins Financial Advisors’ William D. Winters Named to Prestigious “Five Star Wealth Managers”

10/6/16

William D. Winters

For the second consecutive year, William D. Winters, senior vice president and managing director of Tompkins Wealth Advisors (TFA) in the Hudson Valley region, has been recognized as a “Westchester Five Star Wealth Manager” by Westchester Magazine and Five Star Professional.

The 2016 acknowledgment, which follows Five Star’s 11 years of honoring notable wealth mangers with the award, focuses 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.

“Providing individualized wealth management strategies that meet our clients’ goals is at the heart of TFA’s Hudson Valley team,” said Winters. “It is a privilege to be honored with the Five Star award and to be recognized for our dedication to our clients’ fiscal wellbeing.”

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.

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