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Ryan McCallum, CRPC®, AIF®

Ryan McCallum, CRPC®, AIF®

Ryan McCallum

Ryan McCallum is an assistant vice president and wealth advisor with Tompkins Wealth Advisors. He specializes in working with individuals and local businesses, assisting with their investment needs including retirement planning, college funding, asset allocation and estate planning. Ryan reviews his clients’ current financial situation, develops a plan specifically tailored to work toward meeting their needs and goals and meets regularly after implementation to make adjustments in keeping with his clients changing needs. Ryan has 10 years of industry experience.

Education & Certifications

Securities Registrations and Licenses include Series 6, 7, 63 and 65, Life and Annuity held through LPL Financial

Chartered Retirement Planning CounselorSM and Accredited Investment Fiduciary® designations

PREVIOUS EXPERIENCE

Financial Advisor
Wachovia Securities

AFFILIATIONS & MEMBERSHIPS

Volunteer
Gilmore/Henne Community Fund

Volunteer
Wilson Wrestling Boosters

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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