Broker Check

Christine A. Lane, AIF®

Christine A. Lane, AIF®

Christine Lane

Christine Lane is a vice president and qualified plans manager for Tompkins Wealth Advisors. She focuses on consulting, advising and managing qualified plans for clients in western New York. She is a fiduciary and wealth advisor to our clients and supports other advisors in central New York, Hudson Valley and Pennsylvania. Christine brings more than 25 years of experience in the financial services industry to the organization, having served as Vice President, Investments at a local wealth management firm prior to joining the Tompkins team. There, she managed individual client portfolios and provided small business retirement planning. Christine has completed numerous training and development courses in Supervisory/Branch Office Management, Securities Compliance, Anti-Money Laundering, and Managing Inclusion/Understanding Diversity, as well as several other sales, management and human relations courses.

Education & Certifications

BA, State University of New York at Potsdam

FINRA Series 7, 24 and 63 registrations with LPL Financial

New York State Life Insurance (Variable Life and Variable Annuities) and Health Insurance license

AIF® (Accredited Investment Fiduciary) designation

PREVIOUS EXPERIENCE

Vice President, Investments
Rochester Wealth Management

Vice President
Key Wealth Management

Vice President
M&T Bank

Vice President
Citibank

AFFILIATIONS & MEMBERSHIPS

Board Member and Volunteer
Mary Cariola

Former President and Board Member
Greece Education Foundation, North Greece, NY

Former Treasurer
Rochester Monarchs, Rochester Alliance Hockey AAA Club, and the Rochester Youth Hockey Club

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.

The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.