Matthew Forney, CFP®, CPWA®

Experience

• 

  Vanguard

  Oct 2013 - Mar 2015

  Investment Professional

  As an investment professional at Vanguard, my primary job responsibilities were to assist clients with their investment accounts over the phone. The conversations that I would have with clients ranged from basic account maintenance (ie. change of address, updating banking information, etc...) to assisting clients with building a portfolio of low cost, highly diversified mutual funds and exchange traded funds. During my time with Vanguard I became a Series 7 and 63 registered representative.

• 

  Tompkins Financial Advisors

  May 2015 - Mar 2020

  As a part of Tompkins Financial Advisors, I am responsible for building new client relationships and developing the appropriate financial planning and investment strategies to help my clients live their best lives. I work closely with an internal team of financial planners and investment analysts to provide a variety of strategies focusing on wealth management, financial planning, risk management and tax planning. As a wealth management associate, my primary responsibilities were to assist our team of financial advisors with their day to day activities. My job functions included opening and closing client accounts, placing trades for clients, preparing account documents and statements, and scheduling appointments.

  • Vice President & Wealth Advisor

    Jan 2016 - Mar 2020

  • Wealth Management Associate

    May 2015 - Jan 2016
• 

  Market Street Trust Company

  Mar 2020 - now

  • Director of Client Family Services

    Jan 2022 - now

  • Senior Relationship Manager

    Mar 2020 - Jan 2022