Broker Check

(607) 273-0037

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

AFFILIATIONS & MEMBERSHIPS

Estate Planning Council of
Rochester


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