The following is a press release published by Tompkins Financial Advisors.
Wyomissing, PA – Tompkins Financial Advisors is pleased to announce that Adam Truitt has joined the firm as Wealth Advisor. He has become part of the Pennsylvania team and is based in the Tompkins VIST Bank branch, located at 241 South Centre Avenue, Leesport, PA.
In his new role, Truitt is responsible for building new client relationships and identifying appropriate investment strategies that work towards meeting the client’s specific goals. He works closely with an internal team of financial planners and analysts to provide a variety of strategies focusing on wealth management, financial planning, risk management and tax planning.
Truitt began his finance career in the banking sector, working as a trust officer and financial advisor. He has more than 10 years of experience in wealth management, trust administration, investment management, and estate settlement. Truitt holds the FINRA Series 7 and 66 securities registrations through LPL Financial, as well as the Pennsylvania Life and Health Insurance license.
He holds a bachelor’s degree in environmental science and public policy from Harvard University and is a graduate with honors from the Pennsylvania Bankers Association (PBA) School of Fiduciary Services, Investments & Wealth Management.
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. The firm has regional offices in White Plains, Rochester, and Ithaca. Wealth Advisors are also available by appointment at Tompkins Financial affiliate locations including Tompkins Bank of Castile, Tompkins Mahopac National Bank, Tompkins Trust Company, Tompins VIST Bank and Tompkins Insurance Agencies. For more information, visit www.tompkinsfinancialadvisors.com.
Securities and advisory services offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Tompkins Trust Company deposits and are not FDIC insured. These products are not obligations of Tompkins Trust Company and are not endorsed, recommended or guaranteed by Tompkins Trust Company or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Tompkins Financial Advisors and Tompkins Financial Corporation are not registered broker/dealers and are not affiliated with LPL Financial.
