Margaret Brown

Margaret Brown serves as a Wealth Advisor for Tompkins Financial Advisors. She is a client focused advisor specializing in executive financial planning, wealth management, and estate planning.

Margaret has more than 20 years experience in leadership development, organizational management, and consulting. She has FINRA 6, 7, 63, 66, SIE and Life & Health licenses in various states and is currently completing her CFP designation.

Prior to her role with Tompkins, Margaret was Vice President and Financial Advisor at Citizens Securities, where her primary role was to educate and advise high net worth individuals regarding financial planning, retirement, and legacy options. She worked with her clients to grow their assets, protect their families, and secure their wealth.

She is actively involved in the community, and volunteers with her family at Bethel Express, a Rochester youth ministry.

A native of Batavia, NY, Margaret resides with her family in Victor, NY.

AFFILIATIONS & MEMBERSHIPS
Volunteer at Bethel Express