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Employee Details

L Carleton 2014

Lynn M. Carleton, CTFA, CSNP
Vice President - Trust Officer
(585) 419-0670 x50683
LCarleton@CNBank.com

L Carleton 2014
Lynn M. Carleton, CTFA, CSNP
Vice President - Trust Officer
(585) 419-0670 x50683
LCarleton@CNBank.com

About

Lynn M. Carleton is a Vice President and Trust Administrative Officer with CNB Wealth Management. In her role, Lynn 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, Lynn spent two years with Steuben Trust Company and twenty years with Manufacturers and Traders Trust Company. Lynn has been involved in the financial services industry her entire career, having started with Peat Marwick Mitchell preparing fiduciary taxes and accountings.

Education

Genesee Community College
Certified Trust & Financial Advisor (CTFA)
Certified Special Needs Planner (CSNP)
Accredited Estate Planner (AEP), National Association of Estate Planners
Completed Financial Planning Certification Curriculum
New York State Bankers Association School for Estate and Trust Administration

Professional

CTFA Advisory Board, Member
Estate Planning Council of Rochester, Secretary
Genesee Community College Alumni Council, Secretary
Rochester Rotary and Elks Lodge #24, House Committee Secretary
Notary Public

Articles

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

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