Upgrade for a Better Experience

Canandaigua National Bank & Trust would like to encourage all of our customers to update their internet browsers as new releases are made available. Using the most recent browser version ensures the best security, design experience, speed and functionality.

Continue to CNBank.com

If you have any comments or concerns, please contact our Customer Call Center at 585.394.4260 ext. 0.

Your Bank > Our People

Employee Details

Nancy E. Bowes

Nancy E. Bowes, CFP®
Vice President - Investment Officer and Financial Planning Officer
585-419-0670 x50673
NBowes@cnbank.com

About

Nancy Bowes has over 25 years of experience in the financial services industry. Joining CNB's Wealth Strategies Group in 2013 as an Investment Officer, Nancy manages portfolios for high net-worth individuals, guiding them through the process of identifying personal objectives for wealth management and developing a plan to help achieve their goals.

Nancy began her career in 1983 and spent over 15 years as a commercial lender in various financial sectors, establishing accounts of over $10 million in sales. Nancy moved back to her hometown of Rochester, NY in 1995 where she transitioned into the investment management field and earned her designation of CERTIFIED FINANCIAL PLANNERTM Professional in 2003. She joined the Wealth Management Team at JP Morgan Chase in 2007, working collaboratively with investment and trust administrative officers to develop comprehensive estate planning and investment solutions for high net worth families. Nancy resides with her husband and their two boys in Penfield.

Education

Bachelor of Science, SUNY at Buffalo
Ohio Banker Association Advanced School of Commercial Credit, Miami University
CERTIFIED FINANCIAL PLANNERTM certificant
Certified Counselor for NYS Health Insurance & Information Counseling Program (HIICAP)
Board Leadership Series, Center for Community Engagement, St. John Fisher College

Professional

Estate Planning Council of Rochester
Board Chair, Rochester Rehabilitation, Inc.
Board Member, Al Sigl Foundation Board of Governors
Member, United Way Board Chair Forum
Volunteer Financial Counselor at Lifespan of Rochester
Former Board Member, Center for Youth Services
Former Board Member, National Kidney Foundation of Upstate NY

Articles

It’s 2014, Do You Know Where Your Money Is?

Back

Employee Index