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Employee Details

L Carleton 2014

Lynn M. Carleton, CTFA, CSNP
Vice President - Trust Administration Officer
(585) 419-0670 x50683


Lynn M. Carleton joined the Wealth Strategies group at CNB as a Vice President and Trust Administrative Officer 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.


Genesee Community College
Certified Trust & Financial Advisor (CTFA)
Certified Special Needs Planner (CSNP)
Completed coursework required for financial planning certification
New York State Bankers Association School for Estate and Trust Administration


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


A Focus on Special Needs Trust Planning
Avoid “Taxing” Moves When You Retire
Estate Planning for the 21st Century
Evaluating Potential Trustees
Special Needs Trusts
The 10 Most Costly Estate Planning Mistakes, and How to Avoid Them