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William D. Winters

William D. Winters

William Winters

William Winters is a senior vice president and managing director for Tompkins Financial Advisors. As a business development market leader, Bill is responsible for relationship management and operational activities for financial advisory business in the Hudson Valley and southeastern Pennsylvania regions. This includes growing assets under management, building the fiduciary team and executing the firm’s strategic wealth management initiatives.

With more than 25 years of industry experience, Bill joined Tompkins in 2001. Previously, he was a vice president, senior relationship manager in private banking wealth management at several regional banks, where he managed assets for high net worth individuals, business owners and not-for-profit institutions. He specialized in investment portfolio construction, trust and estate administration and retirement plan solutions.

Bill has annually been named a Five Star Wealth Manager by Westchester Magazine since 2015.

Education & Certifications

BS, Saint Francis University of Pennsylvania

St. Joseph’s Preparatory School
Philadelphia, PA

FINRA Series 7, 6, 63 and 65 registrations with LPL Financial

PREVIOUS EXPERIENCE

Vice President
NE Regional Bank

Managing Director
Union State Bank, INVEST Financial Corporation Office

AFFILIATIONS & MEMBERSHIPS

Five Star Wealth Manager

Past President
Westchester Estate Planning Council

Past President
Putnam Estate Planning Council

Advisory Board Member
Northern Westchester-Putnam County Boy Scouts of America

Board Member 
Clarkstown Soccer Club

Volunteer
Friendly Sons of Saint Patrick

Volunteer
Ducks Unlimited

Volunteer
Financial Planning Association



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