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Bob Case

Bob Case

Bob Case

Bob is an assistant vice president and wealth advisor for Tompkins Financial Advisors. He is responsible for building new client relationships and identifying the appropriate investment strategies to work towards their specific needs. He works closely with an internal team of financial planners and analysts to provide a variety of strategies focusing on wealth management, financial planning, and risk management.

Bob brings nearly 20 years of industry experience to his clients. His commitment to excellence and strong attention to detail allows him to focus in on what is truly important to his clients.

Education & Certifications

MS, Keuka College

BS, Keuka College

Notary Public

PREVIOUS EXPERIENCE

Business Banking Relationship Manager
M&T Bank

AFFILIATIONS & MEMBERSHIPS

Board of Directors and Finance & Operations Committee
Love Living at Home, Inc.

Board of Directors
United Way of Tompkins County

Advisory Board
Leadership Tompkins

Member
Rotary Club