Building on its growth in the Western New York region, <a href="http://www.tompkinsfinancialadvisors.com/" rel="noopener nofollow" target="_blank">Tompkins Financial Advisors</a>
has appointed Douglas Rose as a wealth manager to serve its clients out of the Garnsey office. Known for implementing innovative strategies that create long-term success in legacy and portfolio planning, Rose will drive client portfolio growth and optimize teamwork to achieve client goals.
&ldquo;Doug brings nearly three decades of financial services experience and a strong track record of building trusted relationships while helping clients navigate complex financial decisions,&rdquo; said Evan Carr, Tompkins&rsquo; Western New York managing director. &ldquo;His collaborative, hands-on approach and deep expertise across wealth management make him a tremendous addition to our team as we continue to expand our capabilities and deliver comprehensive, personalized strategies for our clients.&rdquo;
Rose is a 29-year veteran in the banking and financial services industry. Throughout his career, he has demonstrated experience in financial services, wealth management, insurance, and risk management and is an expert at leading cross-discipline teams, including trust, business transition, commercial lending and tax strategy. Rose has prior experience at Citizens Private Wealth, where he served as an advocate for his clients, and his hands-on approach to advice consistently delivers exceptional results in client satisfaction, team development and performance improvement.
Rose holds a bachelor&rsquo;s degree from Kent State University and an MBA with concentrations in finance management and operations management in both manufacturing and service from the William E. Simon Graduate School of Business at the University of Rochester. In his community, he serves on the board of directors of Jewish Family Services. He currently resides in Pittsford, NY, with his family. 
For more information on Tompkins Financial Advisors, visit <a href="http://www.tompkinsfinancialadvisors.com." rel="noopener nofollow" target="_blank">www.tompkinsfinancialadvisors.com.</a>
About Tompkins Financial Advisors:Tompkins Financial Advisors is the wealth management division of Tompkins Bank &amp; Trust, a leading New York State-based banking institution. With more than a century of experience, Tompkins Financial Advisors provides customized wealth management strategies. Locations include Ithaca, NY; Rochester, NY; Buffalo, NY; Mt. Kisco, NY; Wyomissing, PA; Plymouth Meeting, PA and Delray Beach, FL. Wealth Advisors also are available by appointment at Tompkins Bank &amp; Trust locations. For more information, visit <a href="http://www.tompkinsfinancialadvisors.com/" target="_blank" rel="noopener nofollow">www.tompkinsfinancialadvisors.com</a>&nbsp;or follow the firm on LinkedIn.

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Tompkins Financial Advisors Appoints Douglas...

Building on its growth in the Western New York region, Tompkins Financial Advisors...

Tompkins Financial Advisors Appoints Douglas Rose to Wealth Manager

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The Jay Heritage Center in Rye, New York will celebrate America at 250 with a toast to Jay Medal honorees Pulitzer Prize-winning author Annette Gordon-Reed, the Carl M. Loeb University Professor at Harvard University and award-winning Lincoln historian Harold Holzer.
The Jay Medal for Service was created in 2012 to recognize individuals who demonstrate a selfless spirit of commitment to and engagement with their community mirroring the multifaceted contributions of John Jay and his descendants. These honorees have demonstrated through their life's work that our shared narratives as a country, complicated as they are, can be better illuminated through the highest caliber of ongoing scholarship and advocacy. Honorees are selected for their excellence in the fields of American history, environmental stewardship, social justice or civic engagement.
Joining the celebration will be Chief Judge of the State of New York and the New York Court of Appeals, Honorable Rowan D. Wilson and historian and philanthropist Elihu Rose who will present the awards at JHC's annual Soirée. Special guests will include David Blight, Frank Cogliano, Joanne Freeman, and Beverly Gage.

The Jay Medal Soirée will be held Saturday, September 19, 2026 at the Jay Estate from 5:30-9:30pm. Cocktails, dinner, award ceremony and dancing. Cocktail Attire.
<a href="https://lp.constantcontactpages.com/ev/reg/hh4hwzr/lp/2df39049-73d1-4b5e-8196-3cbfafe00fd4" target="_blank" rel="nofollow noopener">PURCHASE ADVANCE TABLES AND TICKETS HERE</a> Scroll down for more info about tables and tickets. Request a print invitation by emailing <a href="mailto:jayheritagecenter@gmail.com" target="_blank">jayheritagecenter@gmail.com</a>

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Buffalo, NY|Local Classified|Announcement|Sep 2

Tompkins Financial Advisors Appoints Douglas Rose to Wealth Manager

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