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Employee Details

K Noble 2014

Kate D. Noble, CTFA, AEP
Senior Vice President, Senior Trust Officer - Team Leader
(585) 419-0670 x50691
CNoble@CNBank.com

K Noble 2014
Kate D. Noble, CTFA, AEP
Senior Vice President, Senior Trust Officer - Team Leader
(585) 419-0670 x50691
CNoble@CNBank.com

About

Kate Noble is a Senior Vice President and Senior Trust Officer with CNB Wealth Management. With over 30 years of experience, Kate is involved with the administration of trusts and estates as well as custody and investment management accounts, including those with our affiliate, Canandaigua National Trust Company of Florida.

Prior to joining CNB, Kate spent 12 years with JPMorgan Chase and 10 years with HSBC Bank. She has been involved in the financial services industry for her entire career, having started with Santa Barbara Bank & Trust as a Trust Assistant.

Education

SUNY at Fredonia, B.S. Business Administration
Accredited Estate Planner (AEP), National Association of Estate Planners
Certified Trust & Financial Advisor (CTFA)
New York State Bankers Association School for Estate and Trust Administration
Notary Public

Professional

Estate Planning Council of Rochester
University of Rochester, Planned Giving Advisory Council

Articles

A Professional Co-executor — Easing the Burden
Is a Revocable Living Trust Right for You?
Podcast: 10 Most Common Estate Planning Mistakes
Podcast: Recent Changes in NY Law Impacting Your Estate Plan
Safeguarding Your Digital Assets
Six Life Insurance Beneficiary Mistakes to Avoid

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