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Employee Details

Donna L. Cator

Donna L. Cator, CFP®
Vice President - Financial Planning Officer
(315) 781-2700 x42220
DCator@CNBank.com

About

Donna Cator has over 25 years in the financial services industry. She began in 1986 in the Retail Banking field. She joined Canandaigua National Bank and 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 is one of the banks hosts on the WHAM 1180 "Ask the Experts" radio show which airs Sunday nights (The schedule can be found on www.cnbwealthstrategies.com).

Education

BA Mathematics, SUNY Potsdam College
NASD Series 6 and 63 licenses
CERTIFIED FINANCIAL PLANNER ™ certificant
Notary Public

Professional

Treasurer, Temple Beth El, Geneva
Finance Committee Chair, Temple Beth El
Member, American Legion Auxiliary, Geneva Post 396
Member, Financial Planning Association of Central NY
Member, Geneva Rotary Club, 2006-2012
Board Member, FLACRA and FLACRA Foundation, Treasurer
Board Member, United Way of Ontario County, 2009-2012
Chairperson, United Way of Ontario County Endowment Committee, 2008-2012

Articles

Addressing Unexpected Financial Challenges
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
Podcast: Enhancing Your Financial Fitness In 2013
Setting an Example for Responsible Social Security Planning
Social Security Benefits for a Non-Working Spouse
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?
Women and Estate Planning Basics

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