Derick A.
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Derick A. Email & Phone Number

Location: Mount Vernon, New York, United States 4 work roles 1 school
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Role
Wealth Advisor
Location
Mount Vernon, New York, United States
Company size

Who is Derick A.? Overview

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Quick answer

Derick A. is listed as Wealth Advisor at Tompkins Financial Advisors, a with 46 employees, based in Mount Vernon, New York, United States. AeroLeads shows a matched LinkedIn profile for Derick A..

Derick A. previously worked as Assistant Vice President at Tompkins Financial Advisors and Associate Financial Advisor at Alti Tiedemann Global. Derick A. holds Bachelor Of Science - Bs, Economics from Purchase College, Suny.

Company email context

Email format at Tompkins Financial Advisors

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Tompkins Financial Advisors

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Profile bio

About Derick A.

I am a wealth advisor based in the NY metropolitan region with a focus on delivering tailored financial services to high net worth and ultra high net worth individuals, families and institutions. Topic areas include, but are not limited to: comprehensive financial planning, investment management, retirement planning and trust & estate planning.

Current workplace

Derick A.'s current company

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Tompkins Financial Advisors
Tompkins Financial Advisors
Wealth Advisor
ithaca, new york, united states
Employees
46
AeroLeads page
4 roles

Derick A. work experience

A career timeline built from the work history available for this profile.

Associate Financial Advisor

New York, New York, United States

Mar 2023 - Jun 2024

Senior Financial Planner

Ubs

Melville, New York, United States

Mar 2021 - Mar 2023

Registered Client Service Associate

Purchase, New York, United States

Jan 2016 - Mar 2021
Team & coworkers

Colleagues at Tompkins Financial Advisors

Other employees you can reach at tompkinsfinancialadvisors.com. View company contacts for 46 employees →

1 education record

Derick A. education

FAQ

Frequently asked questions about Derick A.

Quick answers generated from the profile data available on this page.

What company does Derick A. work for?

Derick A. works for Tompkins Financial Advisors.

What is Derick A.'s role at Tompkins Financial Advisors?

Derick A. is listed as Wealth Advisor at Tompkins Financial Advisors.

Where is Derick A. based?

Derick A. is based in Mount Vernon, New York, United States while working with Tompkins Financial Advisors.

What companies has Derick A. worked for?

Derick A. has worked for Tompkins Financial Advisors, Alti Tiedemann Global, Ubs, and Morgan Stanley.

Who are Derick A.'s colleagues at Tompkins Financial Advisors?

Derick A.'s colleagues at Tompkins Financial Advisors include Charlie Buehler, John Lawson, Peggy Reed, Karen Quinn, and Conner Simonetti.

How can I contact Derick A.?

You can use AeroLeads to view verified contact signals for Derick A. at Tompkins Financial Advisors, including work email, phone, and LinkedIn data when available.

What schools did Derick A. attend?

Derick A. holds Bachelor Of Science - Bs, Economics from Purchase College, Suny.

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