JENNIFER GREEN
Jennifer brings over 20 years of valuable experience across the financial services
industry, holding various field and distribution-level leadership positions throughout
her career. Dedicated to earning and keeping your trust, Jennifer and her team
believe holistic wealth management goes beyond traditional financial planning and
investment management, engaging a broader and deeper level of client engagement,
focused on not just financial outcomes but their client’s relationship with money as
well. Utilizing this approach, Jennifer and her team guide clients towards achieving
their goals, creating peace of mind, and ultimately finding fulfillment. Jennifer seeks
to create value for clients in their relationship with Tompkins through frequent
review of clients’ plans and creating a genuine relationship where they feel safe
sharing the expected and unexpected details of their lives.
Jennifer began her financial services career with ADP as a major account sales
representative in Retirement Services and later as NE Regional VP, Corporate Sales
Officer for HSBC Bank. She joined Tompkins from her most recent role as managing
director of Stratos Wealth Partners and maintains her FINRA registrations with LPL
Financial.
Jennifer holds a Bachelor of Science in Nursing degree from SUNY Morrisville. She’s
a Licensed Sports Massage Therapist who traveled extensively as Lead Therapist for
Volvo-Cannondale Mountain Bike Team, and supports several local organizations
including as a Corporate Partner and Mentor for Junior Achievement of Central
Upstate NY, a board member of the Estate Planning Council of Tompkins County
and as a Board Member for March of Dimes CNY Chapter, leading the Annual
Bikers for Babies Ride and fundraising efforts. She lives in Marcellus, NY with her
husband, Tim and two daughters.