Broker Check

Lauren Kolb

Lauren Kolb, CWS®

Lauren Kolb

Lauren Kolb, CWS®, is a senior wealth advisor with Tompkins Financial Advisors. She is based in the Sully’s Trail office in Pittsford, NY.

A 10-year+ veteran of the financial services industry, Lauren is responsible for managing client relationships and contributing to the overall growth of Tompkins Financial Corporation. She is a client-focused advisor who works closely with high net worth individuals, corporations and community organizations as a financial partner, delivering all aspects of wealth management services. A Certified Wealth Strategist®, Lauren previously served as senior vice president of business development for Genesee Valley Trust Company, and most recently, as a senior wealth consultant for CNB Wealth Management.

Education & Certifications

Bachelor’s degree, organizational management, Roberts Wesleyan College

Master’s degree, strategic leadership, Roberts Wesleyan College

Certified Wealth Strategist (CWS®)

PREVIOUS EXPERIENCE

Senior Wealth Consultant
CNB Wealth Management

Senior Vice President of Business Development
Genesee Valley Trust Company

Canandaigua National Bank

AFFILIATIONS & MEMBERSHIPS

Canandaigua Area Chamber of Commerce

Italian Heritage Foundation of Rochester

Mercy Flight Central

Ontario Yates Fund for Women and Girls (ONYA)

Professional Women of the Finger Lakes

Rochester City Ballet

Roberts Wesleyan College National Business Council

United Way of Ontario and Monroe County