William Winters

Managing Director, SVP Tompkins Financial Advisors

Role
Managing Director at Tompkins Financial Advisors
Location
Delray Beach, FL, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About William Winters

As Managing Director and Sr. VP, I execute the wealth management initiatives for Tompkins Financial Advisors, grow the fiduciary team and cultivate COI & client relationships throughout metropolitan New York and

Experience

  1. Managing Director

    Tompkins Financial Advisors

    Jun 2014 — Present

    As Managing Director and SVP for Tompkins Financial Advisors, I am responsible for establishing and executing the wealth management strategy for the Hudson Valley NY and Florida regions, as well as creating and building new client relationships with individuals, families and foundations.

Education

  • St. Joseph's Prep, Philadelphia, PA

    General Studies, Business

    1982 — 1985

  • Saint Francis University

    Bachelor's degree, Business Management and Finance

    1986 — 1989

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William Winters — Managing Director at Tompkins Financial Advisors in Delray Beach, FL, US | Unifers