Nancy E. Bowes, CFP®
Vice President - Investment Officer and Financial Planning Officer
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.
Bachelor of Science, SUNY at Buffalo
Ohio Banker Association Advanced School of Commercial Credit, Miami University
CERTIFIED FINANCIAL PLANNERTM
Certified Counselor for NYS Health Insurance & Information Counseling Program (HIICAP)
Board Leadership Series, Center for Community Engagement, St. John Fisher College
Estate Planning Council of Rochester
Member, Financial Planning Association
Volunteer Financial Counselor at Lifespan of Rochester
Past Board Chair, Rochester Rehabilitation, Inc.
Past Board Member, Al Sigl Foundation Board of Governors
Past Member, United Way Board Chair Forum
Past Board Member, Center for Youth Services
Past Board Member, National Kidney Foundation of Upstate NY