CoverProfile

William Winters

Senior Vice President & Managing Director

Tompkins Financial Corporation

United States, Florida, Delray Beach

About Me

William Winters is a senior vice president and managing director for Tompkins Financial Advisors. As a business development market leader, Bill is responsible for relationship management and operational activities for financial advisory business in the Hudson Valley NY and the state of Florida. This includes growing assets under management, building the fiduciary team and executing the firm’s strategic wealth management initiatives. With more than 30 years of industry experience, Bill joined Tompkins in 2001. Previously, he was a vice president, senior relationship manager in private banking wealth management at several regional banks, where he managed assets for high net worth individual

View more

Profile Information

Senior Vice President & Managing Director

Tompkins Financial Corporation

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Delray Beach

Florida

United States

Jan 8, 2025

More profiles to browse

Profile Photo
Megan E. Burke
Vice President & Senior Wealth Advisor
ML
Mike Lawhead
Vice President and Sr. Portfolio Manager
Profile Photo
Tami Spindle-Amici
Vice President, Fiduciary Services Tax Manager
Profile Photo
Bill Murphy
Vice President & Senior Wealth Advisor

You Might Like

BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
DH
Dennis Hanson
Principal
Jamison Hanson
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners