Broker Check

Matthew Forney

Matthew Forney

Matthew Forney

Matthew is an assistant vice president and wealth advisor for Tompkins Wealth Advisors. He is responsible for building new client relationships and identifying the appropriate investment strategies to work towards their specific needs. He works closely with an internal team of financial planners and analysts to provide a variety of strategies focusing on wealth management, financial planning, risk management and tax planning.

He previously served as wealth management assistant. Prior to joining Tompkins in 2015, he was in a client services position with The Vanguard Group.

Education & Certifications

Bachelor of Science, Finance, West Chester University of Pennsylvania

FINRA Series 7, 65 and 63 Securities registrations with LPL Financial

Certified Financial Planner®

PREVIOUS EXPERIENCE

Client Services
The Vanguard Group

AFFILIATIONS & MEMBERSHIPS

Member
Rotary Club

Board Member
Tompkins County SPCA

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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