Brendan Fuller

Tompkins Financial Advisors Welcomes Brendan Fuller as Director of Financial Planning

Tompkins Financial Advisors (Tompkins) has made a strategic move by hiring Brendan Fuller as their new director of financial planning. With over 10 years of experience in the financial industry, Fuller will be responsible for providing comprehensive advice to clients by analyzing their complete financial picture. In addition, he will oversee advanced planning strategies such as trust implementation, tax planning, and complex estate modeling, as well as lead the development of Tompkins’ financial planning team.

Eric Taylor, president of Tompkins Financial Advisors, expressed his confidence in Fuller’s abilities, stating, “Brendan’s experience in leading financial planning teams and driving business development initiatives made him the perfect fit for our team. His dedication to providing exceptional client services is evident in his past work and industry credentials. We are excited to have him on board and believe he will make a significant impact on our team and clients.”

Fuller’s impressive credentials include a master’s degree from The College for Financial Planning, a Certificate in Project Management from Rutgers School of Business, and industry certifications such as FINRA’s Series 7, 66, 9 & 10. He also holds the Certified Private Wealth Advisor® and CERTIFIED FINANCIAL PLANNER® designations. Currently residing outside Allentown, PA with his wife and two children, Fuller brings a wealth of knowledge and expertise to Tompkins Financial Advisors.

Tompkins Financial Advisors, the wealth management firm of Tompkins Financial Corporation, has been providing customized wealth management strategies for over a century. With locations in New York and Pennsylvania, the firm offers personalized services to clients seeking financial guidance. For more information about Tompkins Financial Advisors, visit www.tompkinsfinancialadvisors.com or connect with them on LinkedIn.
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