William Lyons (Image courtesy of Tompkins)
Lyons is to serve clients in all Tompkins markets across New York and Pennsylvania
Tompkins Financial Advisors (Tompkins) has promoted William “Will” Lyons to financial planner, serving clients in Western, Central, and the Hudson Valley New York; Wyomissing and Blue Bell, Pa. and Delray Beach, Fla. Lyons supports the firm’s financial planning efforts across client-facing services and expertise in this new role. His promotion reflects his dedication to delivering expert, personalized, strategic financial solutions to clients and their growth.
“Will has been an exceptional part of our financial planning efforts thus far,” said Geoffrey Blyth, senior vice president, chief investment officer. “He is extremely committed to ensuring success and growth for our clients and interested in continuing to learn, enhancing his professional credentials and helping us expand services. We’re thrilled to celebrate Will and this well-deserved accomplishment and support his future growth.”
Lyons brings over two years of experience in the banking and financial industry, focused on empowering clients with customized financial strategies, including cash-flow management, retirement planning, scenario-based decision-making and estate tax strategies. His approach prioritizes building long-term financial security and confidence for individuals and families.
Lyons holds a Bachelor of Arts degree from St. Lawrence University, is a Financial Paraplanner Qualified Professional (FPQP) and has embarked on a Certified Financial Planner (CFP) program. Based in Pittsford, New York, Lyons serves clients throughout the region with the utmost dedication and professionalism.
About Tompkins Financial Advisors:
Tompkins Financial Advisors is the wealth management firm of Tompkins Financial Corporation, a leading New York State-based financial services holding company. With more than a century of experience, Tompkins Financial Advisors provides customized wealth management strategies. Locations include Ithaca, NY; Rochester, NY; Buffalo, NY; Mt. Kisco, NY; Wyomissing, PA, and Blue Bell, PA. Wealth Advisors also are available by appointment at Tompkins Community Bank affiliate locations. For more information, visit www.tompkinsfinancialadvisors.com or follow the firm on LinkedIn.
