William Winters
Managing Director, SVP Tompkins Financial Advisors
- Role
- Managing Director at Tompkins Financial Advisors
- Location
- Delray Beach, FL, US
- LinkedIn followers
- 500 followers
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
Managing Director
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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