William Brumsted, CFP®

William Brumsted is a Wealth Advisor in our Central New York market, with five
years of experience in the banking and finance industry. William is responsible for
building and maintaining client relationships by delivering comprehensive financial
strategies aligned with each client’s goals and values. His expertise across financial
planning and investment management enables him to guide clients through a wide
range of financial considerations. William is committed to supporting the long-term
success of the individuals and families he serves.

As a wealth management professional, William previously served as a financial
planner and investment advisor with New Horizon Financial Strategies. His work
focused on the development and implementation of financial plans, further
strengthening his ability to provide tailored and strategic financial guidance.

A graduate of Cornell University, William is a Certified Financial Planner®, a member
of the Estate Planning Council of Tompkins County and serves on the Board of
Directors for the Friends of the Ithaca Youth Bureau. William resides in Ithaca, NY.