CONTACT
Joe Monteleone is an assistant vice president and wealth advisor with Tompkins Wealth Advisors. His responsibilities include developing investment strategies and wealth management strategies that include mutual funds, fixed and variable annuities, stocks and bonds, IRA and IRA rollovers, 401(k) and insurance. Joe draws on more than 22 years of experience in the financial services industry to offer a vast range of investment instruments to help his customers work toward meeting their financial goals. Joe’s focus is to help work toward reducing the risks associated with savings, investing and managing money.
EDUCATION & CERTIFICATIONS |
AFFILIATIONS & MEMBERSHIPS |
|---|---|
|
BS, State University of New York at Oswego FINRA Series 6, 7 and 63 registrations through LPL Financial |
Tompkins Team Captain & Sponsorship Committee Member Wyoming County Relay for Life |