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Employee Details

D Cator 2014

Donna L. Cator, CFP®, CDFA®
Vice President, Wealth Advisor
(585) 394-4260 x50623
[email protected]

D Cator 2014
Donna L. Cator, CFP®, CDFA®
Vice President, Wealth Advisor
(585) 394-4260 x50623
[email protected]

About

Donna Cator has over 30 years in the financial services industry, beginning her career in 1986 in the retail banking field. Donna joined Canandaigua National Bank & Trust in 1998 holding a variety of management positions. For the past 10 years, she has been working with clients to develop and implement personal financial plans. Her primary responsibility is to provide clients at any life stage with the tools and information necessary to make educated and informed investment choices to help them achieve their financial goals. Donna also works with divorcing couples to provide financial guidance during the process that help them make critical financial decisions. She is one of the bank's hosts on the News Radio WHAM 1180 "Ask the Experts" radio show which airs Sunday nights.

Education

BA Mathematics, SUNY Potsdam College
CERTIFIED FINANCIAL PLANNER™ certificant
Certified Divorce Financial Analyst® practitioner
Notary Public

Professional

President, Temple Beth El
Treasurer, Temple Beth El, Geneva
Member, Canandaigua Rotary Club
Member, Society of Financial Service Professionals
Member, American Legion Auxiliary, Geneva Post 396
Member, Geneva Rotary Club, 2006-2012
Board Member, United Way of Ontario County, 2009-2012
Chairperson, United Way of Ontario County Endowment Committee, 2008-2012

Articles

A Few Key Updates About Required Minimum Distributions
Addressing Unexpected Financial Challenges
Best Practices When Taking 529 Plan Withdrawals
Borrowing from Your Retirement Plan — Advantages and Disadvantages
Educating Your Children About Money
Education Tax Breaks: A Refresher Course
Financial Tips for the Newly Single
How Does Divorce Affect Social Security Retirement Benefits?
Navigating the Financial Impact of Divorce
Podcast: Avoiding Costly Estate Planning Mistakes
Podcast: Budgeting - Needs, Wants, and Wishes
Podcast: Common Estate Planning Mistakes & How to Avoid Them
Podcast: Divorce After 50 and Finances
Podcast: How to Protect Yourself Financially When Going Through a Divorce
Podcast: Top 10 Social Security Myths
Podcast: Unique Challenges Facing Women in Estate Planning
Retirement Plan Considerations for the Millennial
Setting an Example for Responsible Social Security Planning
Should You Convert Your Traditional IRA to a Roth IRA?
Social Security Benefits for a Non-Working Spouse
Social Security Benefits Increase in 2014
Tips for Leveraging College Payments
Ways to Limit Taxes on Social Security Benefits
Ways to Maximize Social Security Retirement Benefits
Ways to Maximize Your Social Security Retirement Benefits
What is the Best Age to Apply for Social Security Benefits?
What's New in the World of Higher Education?
Women and Estate Planning
Women and Money: Take Control of your Financial Future

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