Broker Check

Lynn M. Carleton Joins WNY Team as Trust Officer

| August 22, 2018
Share |

Lynn M. Carleton has joined Tompkins Financial Advisors’ western New York team as a trust officer. She is based in the Sully’s Trail office in Pittsford, N.Y.

In her new role, Carleton is involved with the administration of trusts and estates, as well as custody and investment management accounts.

“We are excited to welcome Lynn to our growing team in Western New York,” says Jim Sperry, senior vice president and managing director. “Her extensive experience will serve our clients well and will be an important asset to our team.” 

With over 30 years of experience in trusts, estates and investment management, Carleton previously worked at Canandaigua National Bank, Steuben Trust Company and Manufacturers and Traders Trust Company.

Carleton earned her associate’s degree in applied science from Genesee Community College. A 30-year native of Batavia, she currently lives in West Henrietta.

Share |