SYRACUSE, N.Y. — NBT Financial Services announced that it has hired David Rhodes as a vice president and retirement-plan specialist serving clients in the Central New York, the Mohawk Valley, and the Southern Tier markets.
Rhodes is based at the NBT Financial Services office in NBT Bank’s Syracuse Financial Center.
In this position, Rhodes will support corporate clients in addressing all aspects of their employee retirement-plan needs, including plan management, investment strategies, cost containment, and participant education, while providing access to financial products and services offered through LPL Financial, according to an NBT news release.
(Sponsored)
You Filed Your 2022 Tax Returns, Now Let’s Look Ahead
Another busy tax filing season is behind us and with a return to normalcy this year, without significant processing delays at the Internal Revenue Service (IRS), we can look forward.
The End of Non-Compete Agreements in New York?
Among the tidal wave of changes impacting employers, ranging from updated anti-harassment laws, restrictions on absenteeism policies and new pay transparency rules, New York is now poised to restrict the
Rhodes has 24 years experience in the financial-services industry. Prior to joining NBT, he was regional 401(k) sales director at Lincoln Financial Group in Philadelphia. He also previously worked at ERISA Consultants in Manlius.
Rhodes earned his master’s degree at Springfield College and his bachelor’s degree at SUNY Cortland.
NBT Financial Services provides trust, investment, insurance, and retirement-planning services to individuals and organizations in New York, Pennsylvania, and Vermont. The group had nearly $5.6 billion in assets under administration and management as of Dec. 31, 2014, according to the news release. It is a unit of NBT Bancorp, Inc. (ticker: NBTB).