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Kathryn L. Shirer, CFP®

Kathryn L. Shirer, CFP®

Kathryn Shirer

Kathryn Shirer is vice president and wealth advisor for Tompkins Wealth Advisors. Katie specializes in executive financial counseling, wealth management and legacy planning. Katie has completed advanced courses in education, succession planning and charitable giving. Prior to joining Tompkins in 1990, Katie specialized in retail banking, loan origination and underwriting during her career in the banking industry in Rochester, NY. Katie and her family live in Lakewood Ranch, Florida, and Webster, New York. Katie continues to combine her interest in geology with her love for travel. Her other interests include art history, gardening and reading.

Education & Certifications

BS, State University of New York College at Brockport

Certified Financial Planner (CFP®) Practitioner

FINRA Series 7, 63 and 65 registrations with LPL Financial

Life, Accident and Health Insurance licenses in New York and Florida

PREVIOUS EXPERIENCE

Vice President
AM&M Planners, Inc.

Branch Manager
Citibank, N.A.

AFFILIATIONS & MEMBERSHIPS

Chair: Planned Giving Committee
Asbury First United Methodist Church

Member
Financial Planning Association, Suncoast Chapter

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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