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Megan E. Burke, CFP®

Megan E. Burke, CFP®

Megan E. Burke

Megan Burke, CFP®, is a vice president and senior wealth advisor for Tompkins Wealth Advisors. Megan has worked in the financial services industry since 1999, joining Tompkins in 2002. She has built and managed client relationships focusing on wealth management, financial planning, risk solutions and tax planning. Megan is able to utilize innovative techniques and creative strategies to address her clients’ objectives because of Tompkins’ collaborative approach and team of certified professionals. These strategies allow Megan to work toward mitigating risk, capture opportunities and reinforce strengths for her clients. This holistic approach seeks to simplify the clients’ financial lives and provides them financial confidence. After graduating college, Megan worked in New York City until moving back to Rochester in 1999. She is actively involved in her church and enjoys reading and spending time with family and friends.

Education & Certifications

BA, State University of New York at Geneseo

Certified Financial Planner (CFP®) Practitioner

FINRA Series 7 and 66 registrations with LPL Financial

New York State Life, Accident and Health Insurance license

PREVIOUS EXPERIENCE

Actuarial Analyst
USI Consulting Group

Client Associate
Merrill Lynch, Pierce, Fenner & Smith

AFFILIATIONS & MEMBERSHIPS

Board of Trustees
Rochester Presbyterian Home

This website is for informational purposes only and not an offer to buy or sell securities. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, 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 Wealth Advisors, Tompkins Financial Advisors, and Tompkins Trust Company are not registered broker/dealers and are not affiliated with LPL Financial.

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