Tompkins Financial Advisors Grows Wealth Management Team; Appoints Douglas Rose to Wealth Manager
Rochester, New York (September 1, 2026) – Building on its growth in the Western New York region, Tompkins Financial Advisors has appointed Douglas Rose as a wealth manager to serve its clients out of the Garnsey office. Known for implementing innovative strategies that create long-term success in legacy and portfolio planning, Rose will drive client portfolio growth and optimize teamwork to achieve client goals.
“Doug brings nearly three decades of financial services experience and a strong track record of building trusted relationships while helping clients navigate complex financial decisions,” said Evan Carr, Tompkins’ Western New York managing director. “His collaborative, hands-on approach and deep expertise across wealth management make him a tremendous addition to our team as we continue to expand our capabilities and deliver comprehensive, personalized strategies for our clients.”
Rose is a 29-year veteran in the banking and financial services industry. Throughout his career, he has demonstrated experience in financial services, wealth management, insurance, and risk management and is an expert at leading cross-discipline teams, including trust, business transition, commercial lending and tax strategy. Rose has prior experience at Citizens Private Wealth, where he served as an advocate for his clients, and his hands-on approach to advice consistently delivers exceptional results in client satisfaction, team development and performance improvement.
Rose holds a bachelor’s degree from Kent State University and an MBA with concentrations in finance management and operations management in both manufacturing and service from the William E. Simon Graduate School of Business at the University of Rochester. In his community, he serves on the board of directors of Jewish Family Services. He currently resides in Pittsford, NY, with his family.
For more information on Tompkins Financial Advisors, visit www.tompkinsfinancialadvisors.com.
About Tompkins Financial Advisors:
Tompkins Financial Advisors is the wealth management division of Tompkins Bank & Trust, a leading New York State-based banking institution. 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; Plymouth Meeting, PA and Delray Beach, FL. Wealth Advisors also are available by appointment at Tompkins Bank & Trust locations. For more information, visit www.tompkinsfinancialadvisors.com or follow the firm on LinkedIn.