Lynn M. Carleton, CSNP
VP, Trust Administration Officer, CSNP
(585)419-0670 x50683
LCarleton@CNBank.com
About
Lynn M. Carleton joined the Wealth Strategies group at CNB as a Vice President and Trust Administrative Offcer following two years with Steuben Trust Company and twenty years with Manufacturers and Traders Trust Company. Lynn has been involved in the financial services industry for her entire career having started
with Peat Marwick Mitchell preparing fiduciary taxes and accountings. Lynn is currently involved with the administration of trusts and estates as well as custody and investment management accounts.
Education
Genesee Community
Certified Financial Planning Certificate
New York State Bankers Association School for Estate and Trust Administration
Professional
Estate Planning Council of Rochester
Notary Public
LDA Life and Learning Services, Foundation Board Secretary
Henrietta Chamber of Commerce Program Planning Committee
Genesee Community College Foundation, Discover the Stars Committee