John Poli is a vice president and senior trust officer responsible for working with current and prospective clients in managing their investable assets, planning their estates and administering living, irrevocable, testamentary and charitable trusts. Prior to joining Tompkins in 2002, John spent 17 years in trust services, 12 of those years as trust department manager.
John A. Poli, CLU, ChFC, AEP
John A. Poli, CLU, ChFC, AEP
Education & Certifications
BS, State University of New York at Cortland Chartered Life Underwriter (CLU) and the Chartered Financial Consultant (ChFC) designations from The American College Accredited Estate Planner (AEP) designation, nominated by the Estate Planning Council of Central New York and approved by the National Association of Estate Planning Councils
PREVIOUS EXPERIENCE
Trust Department Manager
Alliance Bank, N.A. (formerly First National Bank of Cortland)
AFFILIATIONS & MEMBERSHIPS
President
Estate Planning Council of Central New York
Board Member
Cortland Memorial Hospital Foundation
Board Member
Ithaca Pregnancy Center
Board Member
Hospice & Palliative Care Services of Tompkins County, Inc.
Member
Society of Financial Service Professionals
Member
National Association of Insurance and Financial Advisors
Contact
- @ Email Address [email protected]
- Direct Phone Number 607.662.0647