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J Dart

Jillian Erika Dart, Esq., CTFA, AEP
Senior Vice President, Manager of Trust and Estate Solutions
(585) 419-0670 x41935
[email protected]

J Dart
Jillian Erika Dart, Esq., CTFA, AEP
Senior Vice President, Manager of Trust and Estate Solutions
(585) 419-0670 x41935
[email protected]

About

Jillian Erika Dart is a Senior Vice President, Manager of Trust and Estate Solutions with CNB Wealth Management. She is responsible for establishing and executing the group's mission and strategy along with a team of experienced, highly trained professionals to ensure delivery of the highest quality of service for our clients. In addition to her managerial duties, she handles the administration of trusts and estates, as well as custody and investment management accounts.

Jillian joined CNB Wealth Management in October 2018 bringing more than 21 years of experience in the financial services industry. Prior to joining CNB, Jillian was Market Trust Director for Upstate NY at U.S. Trust – Bank of America Private Wealth Management. Jillian was also an advisor to high net worth individuals and families, and her responsibilities included the administration of trusts along with investment management relationships.

Education

Juris Doctor, Syracuse University College of Law
Bachelor of Science in Criminal Justice, St. John’s University
Accredited Estate Planner (AEP), National Association of Estate Planners
Certified Trust & Financial Advisor (CTFA)

Professional

Monroe County Bar Association, Member
Estate Planning Council of Rochester, Executive Committee Member
Women’s Leadership Council of the United Way of Greater Rochester
Newport Yacht Club, Board Secretary
New York Banker's Association Trust School Committee Member

Articles

Leaving a Legacy - Crucial Conversations with your Adult Children
Podcast: Common Estate Planning Mistakes & How to Avoid Them

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