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William Murphy, CFP®

William Murphy, CFP®

William Murphy

William Murphy is a vice president and senior wealth advisor for Tompkins Financial Advisors. He is responsible for working with current and potential clients to help them pursue their financial goals. In his role as an advisor, Bill provides guidance on appropriate investment strategies to address each client’s specific needs. This includes working toward building, protecting and preserving wealth throughout a client’s lifetime. Bill works closely with an internal investment committee and external professionals—such as attorneys and accountants—to provide a holistic approach for a client. He helps clients understand their investment portfolio, how it may change over time, and how it fits into their larger financial picture. Bill believes in a commonsense approach to investment management and financial planning. Bill’s banking career began in 1989. His earlier positions as a personal banker, financial consultant, branch manager and mortgage officer have given him a wide range of experiences, adding value to the financial planning process. From 2004 until 2013, Bill was the program manager of a large credit union’s wealth management team, specializing in financial planning, retirement plan rollovers and inheritance solutions.

Education & Certifications

MBA, Wilkes University

Certified Financial Planner (CFP®) Practitioner

FINRA 6, 63, 7, and 24 registrations with LPL Financial

New York State Life Insurance license

PREVIOUS EXPERIENCE

Program Manager
CFCU Wealth Management

Branch Manager
HSBC Bank

Branch Manager
First Federal

Financial Consultant
First Diversified Financial Services

AFFILIATIONS & MEMBERSHIPS

Board Member
Community Foundation of Tompkins County

Board Member, Treasurer
Family & Children’s Service of Ithaca

Member
Rotary

Member
Estate Planning Council

Volunteer
National Multiple Sclerosis Society

Member
Delta Mu Delta National Honor Society

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.