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Employee Details

S Guerrieri

Sam Guerrieri
Executive Vice President, Wealth Brands and Marketing
(585) 419-0670 x50608
[email protected]

S Guerrieri
Sam Guerrieri
Executive Vice President, Wealth Brands and Marketing
(585) 419-0670 x50608
[email protected]

About

Sam Guerrieri is the Executive Vice President whose responsibilities include managing CNB Wealth Management, Canandaigua National Trust Company of Florida, Online Brokerage Services, Inc., and CNB’s Insurance Agency and associated offerings. Sam has over 25 years in the financial services industry. He has held executive positions at Citicorp Investment Services and M&T Bank Corporation including Regional Sales Manager, M&T Securities, Inc., National Sales Director, President of M&T Securities, Inc., Senior Manager of the M&T Bank Retail Bank Branch Network, and most recently Chief Executive Officer of M&T Securities, Inc. and M&T Insurance Agency, Inc.

Sam resides in Rochester, NY with his wife and three daughters.

Education

B.S., Psychology; University of Rochester

Professional

FINRA Series 7 - General Securities Representative registration
FINRA Series 24 - General Securities Principal registration
FINRA Series 53 - Municipal Securities Principal registration
FINRA Series 63 - Uniform Securities Agent State Law registration
New York State Life, Accident, and Health Insurance Licensed
Bank Insurance Securities Association - Former President of the Board

Articles

Introducing CNB Wealth Management

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