Broker Check

Mary C. Szabat

Mary C. Szabat

MARY C. SZABAT

Mary C. Szabat is a vice president and senior wealth advisor with Tompkins Financial Advisors. In this role, she leads the Buffalo Niagara market (Erie, Genesee and Niagara counties) overseeing all aspects of collaborative and comprehensive wealth management and financial planning services. She works closely with clients to identify their personal objectives for wealth management and develop targeted strategies to meet their goals.

With more than 35 years of experience, Mary previously was an investment and financial planning officer with Canandaigua National Bank, where she managed portfolios and provided comprehensive financial planning to high net worth individuals and trust beneficiaries. Previously, she held several financial services positions with M&T Bank including 12 years as a brokerage trader specializing in sophisticated option and margin transactions, wealth management and institutional investment advisory services.

Education & Certifications

Bachelor’s degree, Communications, SUNY Buffalo

Master’s degree, Organizational Communication and Development, Canisius College

Certified Financial Planner (CFP®)

PREVIOUS EXPERIENCE

Investment and financial planning officer
Canandaigua National Bank

Brokerage trader
M&T Bank

AFFILIATIONS & MEMBERSHIPS

“Each One Reach One” Pilot Program
CFP® Board

Adjunct Professor
Canisius College

Advisory Board Member and Executive Leadership Team Member for “Go Red for Women”
American Heart Association

Upstate New York Board Member; Co-Chair Growth Committee, Pink Tie Guy Committee Member
Susan G. Komen

Board Member; Sponsorship Chair
Financial Planning Association

Chair of Corporate and Economic Development
National Association of Women Business Owners (NAWBO)