STONY POINT, N.Y. -- William D. Winters, senior vice president and managing director of Tompkins Wealth Advisors in the Hudson Valley region, has been named a Westchester Five Star Wealth Manager by Westchester Magazine and Five Star Professional.
The 2016 acknowledgment marks the second consecutive year Winters, who lives in Stony Point, has been selected for the honor.
The award is determined through 10 eligibility and evaluation criteria, including providing quality client services, having a favorable client retention rate and maintaining education and professional designations.
“Providing individualized wealth management strategies that meet our clients’ goals is at the heart of TFA’s Hudson Valley team,” said Winters. “It is a privilege to be honored with the Five Star award and to be recognized for our dedication to our clients’ fiscal well-being.”
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