Broker Check

Jennifer Green

Jennifer Green

Jennifer has many years of valuable experience across the financial services industry, holding various field and distribution-level leadership positions throughout her career. Dedicated to earning and keeping your trust, Jennifer deploys a holistic approach to the planning process, so clients optimize all assets to work collectively towards goals, while also reducing critical inefficiencies. In doing so, she leverages the vast resources and expertise of a highly specialized team to deliver a successful and meaningful client experience.

Jennifer began her financial services career with ADP as a major account sales representative in Retirement Services and later as vice president, corporate sales officer for HSBC Bank. She comes to us from her most recent role as managing director of Stratos Wealth Partners and maintains her FINRA registrations with LPL Financial.

Jennifer holds a Liberal Arts & Science degree from Onondaga Community College. She’s a Licensed Sports Massage Therapist who traveled extensively as Lead Therapist for Volvo-Cannondale Mountain Bike Team, and for several years an active Board Member for March of Dimes CNY Chapter, leading the Annual Bikers for Babies Ride and fundraising efforts. She lives in Marcellus, NY with her husband, Tim and two daughters.

Education & Certifications

Liberal Arts & Science Degree
Onondaga Community College


Stratos Wealth Partners


Board of Directors
March of Dimes Central New

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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