Photo of Conner Simonetti, wealth advisor, courtesy of Tompkins Financial Advisors.
Expanding its advisory team, Tompkins Financial Advisors (Tompkins) in Western New York, announces the hire of Conner Simonetti as a wealth advisor. In his new role, Simonetti will be responsible for identifying and developing target segments while collaborating directly with clients, as well as sharing and implementing Tompkins’ comprehensive services to help clients build wealth and enjoy peace of mind.
“Conner has a proven track record of helping clients achieve their financial goals,” said James Sperry, senior vice president and managing director for Tompkins’ Western New York region. “Whether it be through personalized strategies or comprehensive wealth management solutions, he is committed to providing exceptional service and building long-lasting relationships with clients – things we deeply value at Tompkins. He will be an invaluable asset to our team.”
Simonetti comes to Tompkins with over 5 years of financial management experience. His experience is highlighted throughout his time as an operations and advisor for Worth Considering, Inc., and later, a portfolio manager with Brighton Securities Capital Management. In addition to his bachelor's degree in finance from Kent State University, Simonetti holds a Registered Investment Advisor license (Series 65) and is currently working toward his designation as a Certified Investment Management Analyst.
Before entering the financial industry in 2019, Simonetti played professional baseball with the Washington Nationals organization. Bringing that background full circle, he currently coaches baseball and softball students in the Monroe County, New York area.
For the third time in a row, financial services firm Edward Jones was named one of the "PEOPLE" magazine's "50 Companies That Care" and a "Great Place to Work."
Rankings represent feedback from more than 4.5 million U.S. employees. PEOPLE partnered with Great Place to Work, a global people analytics and consulting firm, to analyze employees' survey feedback on how their workplaces make a difference in their lives and communities, and to consider the generosity of each organization's benefits, philanthropic and community support.
Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the U.S. and, through its affiliate, in Canada. Every aspect of the firm's business, from the investments its financial advisors offer to the location of its branch offices, caters to individual investors.
The Batavia office is located at 7 Jackson St.. Phone is (585) 345-1773. Michael Marsh is the financial advisor.
The firm's 18,000-plus financial advisors serve more than 7 million clients and care for $1 trillion in assets under management. Visit our website atedwardjones.com and recruiting website at careers.edwardjones.com. (Member SIPC.)
The financial services firm Edward Jones recently was named the No. 1 large company on the "Best Companies to Work for in New York" ranking, according to Michael R. Marsh, the local financial advisor.
The New York State Society for Human Resource Management teamed up with the Best Companies Group of Harrisburg, Pa., to rank the state's top 75 employers. Companies named Best Companies to Work for in New York for 2019 were divided into 26 large companies, 23 medium companies and 26 small-sized companies by the number of people they employ in the United States.
The ranking is based on an employer inventory of practices and an anonymous survey of associates, who were asked to agree or disagree with dozens of statements about the firm, teamwork and their individual experience at the firm. For 12 consecutive years, Edward Jones has ranked in the top four Best Companies to Work for in New York State.
Edward Jones has 180 branches across New York. The firm is growing, adding branches and seeking new financial advisors who are interested in operating an entrepreneurial office with the support and benefits of one of the oldest and largest firms in the industry.
Edward Jones, a Fortune 500 company headquartered in St. Louis, Mo., provides financial services in the United States and, through its affiliate, in Canada. Every aspect of the firm's business, from the investments its financial advisors offer to the location of its branch offices, caters to individual investors.
The Batavia office is located at 7 Jackson St.. Phone is (585) 345-1773.
The firm's 18,000-plus financial advisors serve more than seven million clients and care for $1 trillion in assets under management. Visit their website at edwardjones.com and recruiting website at careers.edwardjones.com. (Member SIPC)
