Travis White is a Financial Advisor for Tompkins Wealth Advisors. His responsibilities include account administration, performance report preparation, client service, and providing support to company officers. Travis also provides service to qualified plan sponsors and participants, and supports the qualified plans manager with plan annual reviews and participant education.
Travis joined Tompkins in 2018. He has a bachelor’s degree in Financial Planning, and holds his FINRA Series 6 & 63 licenses and New York State Life and Health license through LPL Financial. He resides in Warsaw, NY.
EDUCATION & CERTIFICATIONS
BS, Financial Planning Alfred State College
FINRA Series 6 & 63, held through LPL Financial
New York State Life and Health License