Press Release:
Demonstrating its commitment to providing exceptional services to clients, Tompkins Financial Advisors (Tompkins) has hired Brendan Fuller as director of financial planning. Fuller will deliver comprehensive advice to clients through thoughtful analysis of their complete financial picture. Fuller will also oversee advanced planning strategies including trust implementation, tax planning and complex estate modelling as well as the building and development of Tompkins’ financial planning team.
“Brendan’s experience leading financial planning teams and associated business development initiatives made him an ideal fit for our team,” said Eric Taylor, president, Tompkins Financial Advisors. “His commitment to providing exceptional client services is evident in his past work experience and various industry credentials. We know he’ll have a significant impact on our team and clients.”
Fuller brings more than 10 years of financial experience to Tompkins, having most recently held roles at Morgan Stanley and J.P. Morgan Wealth Management. A graduate of Rutgers University, Fuller holds a master’s degree from The College for Financial Planning and a Certificate in Project Management from Rutgers School of Business, in addition to several industry certifications such as FINRA’s Series 7, 66, 9 & 10. Brendan holds the Certified Private Wealth Advisor® and CERTIFIED FINANCIAL PLANNER® designations. Fuller currently resides outside Allentown, PA with his wife and two children.
