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)
Important Tax Law Changes To Be Aware Of
Effective planning for your construction business not only includes understanding the items that impact your operations but also the results that taxation on your profits will have on your net
House of Representatives Passes $78 Billion Tax Package
On January 31, the House of Representatives overwhelmingly passed the Tax Relief for American Families and Workers Act of 2024, a tax package worth $78 billion. The bill was approved
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).