Broker Check

Rusdi Sumner

Rusdi Sumner

Rusdi Sumner

Rusdi Sumner is an assistant vice president and financial planner for Tompkins Financial Advisors. She works with clients to identify their wealth management and financial planning needs while collaborating with a team of financial planners and analysts to deliver superior client service. Rusdi brings over 15 years of client service experience to her role. Prior to joining Tompkins, she was owner and co-founder of Avalon Homes, LLC. a local residential construction and development company.

She received her bachelor’s degree Summa Cum Laude in business economics from State University of New York at Cortland. Her community involvement includes former treasurer and board member positions with Better Housing for Tompkins County. She is currently pursuing her CFP designation and MBA at Cornell. When not working, Rusdi enjoys golfing, boating on Cayuga Lake, reading and spending time with her family.

Education & Certifications

BS, Summa Cum Laude, SUNY Cortland

PREVIOUS EXPERIENCE

Co-Founder
Avalon Homes, LLC

Associate Broker
Warren Real Estate

AFFILIATIONS & MEMBERSHIPS

Past Treasurer
Better Housing for Tompkins County

Member
Tompkins County Estate Planning Council

Member
Ithaca Rotary

Member
Ithaca Downtown Business Women

Financial Industry Regulatory Authority | Member of the Securities Investor Protection Corporation. This website is for informational purposes only and not an offer to buy or sell securities. No offer may be made or accepted from any resident in a state where Tompkins Wealth Advisors is not registered.

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 and Tompkins Financial Advisors are not registered broker/dealers and are not affiliated with LPL Financial.

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