Nancy E. Bowes, Cfp®
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Nancy E. Bowes, Cfp® Email & Phone Number

Investment Officer and Financial Planner, Wealth Strategies Group, Canandaigua National Bank & Trust at Canandaigua National Bank & Trust
Location: Pittsford, New York, United States 5 work roles 4 schools
1 work email found @cnbank.com 3 phones found area 585, 906, and 800 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email n****@cnbank.com
Direct phone (585) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Investment Officer and Financial Planner, Wealth Strategies Group, Canandaigua National Bank & Trust
Location
Pittsford, New York, United States
Company size

Who is Nancy E. Bowes, Cfp®? Overview

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Quick answer

Nancy E. Bowes, Cfp® is listed as Investment Officer and Financial Planner, Wealth Strategies Group, Canandaigua National Bank & Trust at Canandaigua National Bank & Trust, a company with 435 employees, based in Pittsford, New York, United States. AeroLeads shows a work email signal at cnbank.com, phone signal with area code 585, 906, 800, and a matched LinkedIn profile for Nancy E. Bowes, Cfp®.

Nancy E. Bowes, Cfp® previously worked as Vice President Wealth Strategies Group at Canandaigua National Bank & Trust and Vice President, Corporate Banking Rochester at First Niagara Bank. Nancy E. Bowes, Cfp® holds Center For Community Engagement, Board Leadership Training from St. John Fisher College.

Company email context

Email format at Canandaigua National Bank & Trust

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*@cnbank.com
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AeroLeads found 1 current-domain work email signal for Nancy E. Bowes, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Nancy E. Bowes, Cfp®

Nancy E. Bowes, Cfp® is a Investment Officer and Financial Planner, Wealth Strategies Group, Canandaigua National Bank & Trust at Canandaigua National Bank & Trust. She possess expertise in banking, wealth management, commercial lending, portfolio management, strategic financial planning and 15 more skills.

Listed skills include Banking, Wealth Management, Commercial Lending, Portfolio Management, and 16 others.

Current workplace

Nancy E. Bowes, Cfp®'s current company

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Canandaigua National Bank & Trust
Canandaigua National Bank & Trust
Investment Officer and Financial Planner, Wealth Strategies Group, Canandaigua National Bank & Trust
canandaigua, new york, united states
Website
Employees
435
AeroLeads page
5 roles

Nancy E. Bowes, Cfp® work experience

A career timeline built from the work history available for this profile.

Vice President Wealth Strategies Group

Current

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.

Feb 2013 - Present

Vice President, Corporate Banking Rochester

Rochester, New York Area

Provide commercial banking services and advice to companies with sales over $10 million annually. Industries include manufacturers, warehousing & distribution, transportation, nonprofits, and healthcare providers.

May 2010 - Aug 2012

Senior Private Banker

Chase Tower, Rochester, NY

Worked collaboratively with investment and trust administrative officers to develop comprehensive estate planning, and investment solutions for high net worth families

Apr 2007 - Apr 2009

Relationship Manager, Sales Manager, Svp Private Bank

Rochester, New York Area

Team Leader for Private Bank Group including Investment, Trust, Banking and Insurance professionals. Personally managed portfolio of commercial & consumer loans, and mortgages, deposits, investment and trust accounts for physicians, executives, entrepeneurs, medical practices, physician owned surgery centers, and law firms.

Apr 1995 - Apr 2007

Corporate Controller

Vector Research, Inc.

Milan, Ohio

Established finance & accounting functions for this start-up manufacturer who exported anthropomorphic test devices (crash test dummies) to Europe, Japan, & Korea.

Jun 1992 - Jun 1995
Team & coworkers

Colleagues at Canandaigua National Bank & Trust

Other employees you can reach at cnbank.com. View company contacts for 435 employees →

4 education records

Nancy E. Bowes, Cfp® education

Center For Community Engagement, Board Leadership Training

St. John Fisher College

Certified Financial Planner Designation, Financial Planning, Taxes, Investments, Insurance, & Trust

Certified Financial Planner Board Of Standards, Inc.

Ohio Bankers Association, Advanced School Of Commercial Credit

Miami University, Oxford Ohio
FAQ

Frequently asked questions about Nancy E. Bowes, Cfp®

Quick answers generated from the profile data available on this page.

What company does Nancy E. Bowes, Cfp® work for?

Nancy E. Bowes, Cfp® works for Canandaigua National Bank & Trust.

What is Nancy E. Bowes, Cfp®'s role at Canandaigua National Bank & Trust?

Nancy E. Bowes, Cfp® is listed as Investment Officer and Financial Planner, Wealth Strategies Group, Canandaigua National Bank & Trust at Canandaigua National Bank & Trust.

What is Nancy E. Bowes, Cfp®'s email address?

AeroLeads has found 1 work email signal at @cnbank.com for Nancy E. Bowes, Cfp® at Canandaigua National Bank & Trust.

What is Nancy E. Bowes, Cfp®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 585, 906, 800 for Nancy E. Bowes, Cfp® at Canandaigua National Bank & Trust.

Where is Nancy E. Bowes, Cfp® based?

Nancy E. Bowes, Cfp® is based in Pittsford, New York, United States while working with Canandaigua National Bank & Trust.

What companies has Nancy E. Bowes, Cfp® worked for?

Nancy E. Bowes, Cfp® has worked for Canandaigua National Bank & Trust, First Niagara Bank, J.P. Morgan, Keybank, and Vector Research, Inc..

Who are Nancy E. Bowes, Cfp®'s colleagues at Canandaigua National Bank & Trust?

Nancy E. Bowes, Cfp®'s colleagues at Canandaigua National Bank & Trust include Elizabeth Schumacher, Gerry Fish, Deborah Crawford, Jenialys Silva, and Laurie Grove.

How can I contact Nancy E. Bowes, Cfp®?

You can use AeroLeads to view verified contact signals for Nancy E. Bowes, Cfp® at Canandaigua National Bank & Trust, including work email, phone, and LinkedIn data when available.

What schools did Nancy E. Bowes, Cfp® attend?

Nancy E. Bowes, Cfp® holds Center For Community Engagement, Board Leadership Training from St. John Fisher College.

What skills is Nancy E. Bowes, Cfp® known for?

Nancy E. Bowes, Cfp® is listed with skills including Banking, Wealth Management, Commercial Lending, Portfolio Management, Strategic Financial Planning, Loans, Investments, and Commercial Mortgages.

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