Maria Caton, CFP®, AAMS®
Vice President - Investment Officer, Financial Planning Officer
(585) 419-0670 x50666
Maria Caton is a Vice President, Investment Officer and Financial Planning Officer with the Wealth Strategies Group at Canandaigua National Bank & Trust. In her role, Maria is responsible for managing client portfolios, while partnering with clients to determine how they can best meet life goals through the proper management of financial resources.
Prior to joining CNB, Maria was Vice President-Financial Consultant at Charles Schwab & Co., Inc. Previous to that, she was a Special Care Planner with Mass Mutual Insurance Company where she specialized in planning for families with disabled or special needs family members. Maria and her husband Mark live in East Rochester and are the parents of four grown sons.
Bachelor of Science (BS) Niagara University
Master of Education (M Ed.) Endicott College
CERTIFIED FINANCIAL PLANNER™ certificant (CFP®)
Accredited Asset Management Specialist (AAMS®)
Special Care Planner – The American College
Series 66 & 7
NYS Health & Life Insurance
Rochester Women’s Network
East Rochester School District, Former Parent Representative for the Committee of Special Education