Broker Check

Joe Monteleone

Joe Monteleone

Joe Monteleone

Joe Monteleone is an assistant vice president and wealth advisor with Tompkins Wealth Advisors. His responsibilities include developing investment strategies and wealth management strategies that include mutual funds, fixed and variable annuities, stocks and bonds, IRA and IRA rollovers, 401(k) and insurance. Joe draws on more than 22 years of experience in the financial services industry to offer a vast range of investment instruments to help his customers work toward meeting their financial goals. Joe’s focus is to help work toward reducing the risks associated with savings, investing and managing money.

Education & Certifications

BS, State University of New York at Oswego

FINRA Series 6, 7 and 63 registrations through LPL Financial

AFFILIATIONS & MEMBERSHIPS

Tompkins Team Captain
& Sponsorship Committee Member
Wyoming County Relay for Life

 

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.