Broker Check

Steve Everett

Steve Everett

Steve Everett is a vice president and senior wealth advisor for Tompkins Financial Advisors. He specializes in building and maintaining financial and estate planning strategies for the legal community, business owners, and municipalities in the Western New York region.

Steve has more than 14 years of financial services experience. He earned his Juris Doctorate from Ohio Northern University and his Bachelor’s Degree from SUNY Brockport.

Steve is very active in his community as a member of the Estate Planning Council of Rochester, and as a youth baseball coach in Victor. He resides in Farmington with his wife, Margie, and their son.

Education & Certifications

BS, SUNY Brockport
JD, Ohio Northern University


Estate Planning Council of

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.