Broker Check

Timothy West

Timothy West

Timothy West

Timothy West is an 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. Tim 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.

Tim joined Tompkins in 2015 bringing over 12 years of experience in asset management, retirement income planning and financial planning. He has also served 21 years in the U.S. Navy and reserves. His service included deployments to the Arabian Gulf and a tour in Afghanistan.

Tim enjoys spending his spare time playing golf, watching sports and volunteering with his daughter’s various activities.

Education & Certifications

MBA, University of Illinois, Chicago

BS, Penn State

Series 7, and 66, Pennsylvania Life and Health Insurance held through LPL Financial

PREVIOUS EXPERIENCE

Financial Advisor
Citizens Bank

 

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.