Tompkins Financial Advisors in Western New York, based in Rochester, has added Batavia native Margaret Brown as a wealth advisor. In this post, Brown is responsible for building and maintaining client relationships, as well as lending expertise through executive financial planning, wealth management and estate planning.
“Over the last 20-plus years, Margaret’s experience in wealth management, along with consulting and educating professionals and leaders, makes her a superb asset to the company and its team-based approach to client service,” said James Sperry, Tompkins Financial Advisors senior vice president and managing director for the region. “We know she’ll continue to grow in this role.”
Prior to joining Tompkins Financial Advisors, Brown served as a vice president and financial advisor at Citizens Securities. She has her Financial Industry Regulatory Authority (FINRA) series 6, 7, 63 and 66, along with Securities Industry Essentials (SIE) and Life & Health licenses in various states and is currently completing her Certified Financial Planner (CFP) certification.
Brown is actively involved in her community and volunteers alongside her family at Bethel Express, a Rochester-based youth ministry.
