Lynn M. Carleton, CTFA, CSNP, AEP®, is a vice president and trust officer with Tompkins Financial Advisors’ western New York team. She is based in the Sully’s Trail office in Pittsford, N.Y. In this role, Lynn is involved with the administration of trusts and estates, as well as custody and investment management accounts.
With more than 30 years of experience in trusts, estates and investment management, Lynn previously spent 10 years with Canandaigua National Bank, two years with Steuben Trust Company and 20 years with Manufacturers and Traders Trust Company.