Broker Check

Michael J. Zoanetti, CFP®

Michael J. Zoanetti, CFP®

Michael Zoanetti

Michael Zoanetti is a vice president and senior wealth advisor for Tompkins Financial Advisors. He is responsible for building new client relationships and identifying the appropriate investment strategies to address their specific needs. He works closely with an internal team of financial planners and analysts to provide a variety of solutions focusing on wealth management, financial planning, risk management and tax planning. Michael has over 15 years of banking and investment experience. He enjoys coaching youth hockey and lacrosse, and spending time with family.

Education & Certifications

MBA, Syracuse University

BA, Rutgers University

FINRA Series 7 registration with LPL Financial

Certified Financial Planner (CFP®) designation

PREVIOUS EXPERIENCE

Private Banker
J.P. Morgan

AFFILIATIONS & MEMBERSHIPS

Board of Trustees
Syracuse Stage

Member
Leadership and Planned Giving Committee at Auburn Community Hospital

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.

The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.