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)
Assessing the Likely Tax Impacts of the 2024 Election
President-Elect Donald Trump will return to the White House in 2025 — a year that already was expected to see significant activity on the federal tax front. A projected unified
How To Seamlessly & Responsibly Integrate AI Into the Workplace
Artificial intelligence (AI) is one of the hottest topics in today’s tech and office technology thought leadership. Everyone seems to be aware of the capabilities of AI, but some might
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).