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Your Bank > Our People

Employee Details

M Sczabat15

Mary C. Szabat, CFP®
Vice President - Investment and Financial Planning Officer
(585) 419-0670 x50603
MSzabat@CNBank.com

M Sczabat15
Mary C. Szabat, CFP®
Vice President - Investment and Financial Planning Officer
(585) 419-0670 x50603
MSzabat@CNBank.com

About

Mary has over 30 years of experience in the financial services industry. She is a Vice President, Investment and Financial Planning Officer with the Wealth Strategies Group at Canandaigua National Bank & Trust. In this role, Mary is responsible for managing portfolios for high networth, trust and institutional clients. This includes guiding her clients through the process of identifying personal objectives for wealth management and developing appropriate investment portfolios and strategies to meet their goals.

Mary began her career at M&T Bank. Over the 32 years with that organization she held many positions in the financial services sector including 12 years as a brokerage trader specializing in sophisticated option and margin transactions, wealth management and institutional investment advisory services. Mary spent two years as a Retirement Consultant with Enhanced Retirement Solutions, LLC acting as a strategic 401(k) partner for banks, advisors and plan sponsors across New York State.

Education

Associates in Applied Science – Erie Community College, Business Administration
Bachelor of Arts – State University of New York at Buffalo, Communications
Master of Science – Canisius College, Organizational Communication and Development
CERTIFIED FINANCIAL PLANNERTM certificant
Life, Accident and Health Insurance Licenses

Professional

American Heart Association – Advisory Board Member and Executive Leadership Team Member for "Go Red for Women"
Junior Achievement 2015-16
Susan G. Komen – Upstate NY Board Member; Co-Chair Growth Committee, Pink Tie Guy Committee Member
Financial Planning Association - Board Member; Sponsorship Chair
National Association of Women Business Owners - "NAWBO" - Chair of Corporate and Economic Development
WNY Women's Foundation - member MOMs: From Education to Employment Committee

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