Broker Check

(607) 273-0037

John A. Poli, CLU, ChFC, AEP

John A. Poli, CLU, ChFC, AEP

John Poli

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.

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