Vice President Wealth Strategies Group
CurrentManages 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.
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@cnbank.com
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3 phones found area 585, 906, and 800
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LinkedIn matched
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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.
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AeroLeads found 1 current-domain work email signal for Nancy E. Bowes, Cfp®. Compare company email patterns before reaching out.
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.
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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.
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.
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
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.
Milan, Ohio
Established finance & accounting functions for this start-up manufacturer who exported anthropomorphic test devices (crash test dummies) to Europe, Japan, & Korea.
Other employees you can reach at cnbank.com. View company contacts for 435 employees →
Elizabeth Schumacher
Colleague at Canandaigua National Bank & TrustRochester, New York Metropolitan Area, United States
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Gerry Fish
Colleague at Canandaigua National Bank & TrustRochester, New York Metropolitan Area, United States
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Deborah Crawford
Colleague at Canandaigua National Bank & TrustCanandaigua, New York, United States, United States
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Jenialys Silva
Colleague at Canandaigua National Bank & TrustRochester, New York, United States, United States
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Laurie Grove
Colleague at Canandaigua National Bank & TrustWebster, New York, United States, United States
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Richard Ertel
Colleague at Canandaigua National Bank & TrustCanandaigua, New York, United States, United States
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Cynthia Doyle
Colleague at Canandaigua National Bank & TrustSilver Springs, New York, United States, United States
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David Gibbons, Crpc®
Colleague at Canandaigua National Bank & TrustPittsford, New York, United States, United States
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Cynthia Walton
Colleague at Canandaigua National Bank & TrustManchester, New York, United States, United States
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Norton Suda, Cfp®, Msfp®, Chfc®, Ricp®
Colleague at Canandaigua National Bank & TrustRochester, New York, United States, United States
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Activities and Societies: Concentration in Finance and Accounting
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Nancy E. Bowes, Cfp® works for 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.
AeroLeads has found 1 work email signal at @cnbank.com for Nancy E. Bowes, Cfp® at Canandaigua National Bank & Trust.
AeroLeads has found 3 phone signal(s) with area code 585, 906, 800 for Nancy E. Bowes, Cfp® at Canandaigua National Bank & Trust.
Nancy E. Bowes, Cfp® is based in Pittsford, New York, United States while working with Canandaigua National Bank & Trust.
Nancy E. Bowes, Cfp® has worked for Canandaigua National Bank & Trust, First Niagara Bank, J.P. Morgan, Keybank, and Vector Research, Inc..
Nancy E. Bowes, Cfp®'s colleagues at Canandaigua National Bank & Trust include Elizabeth Schumacher, Gerry Fish, Deborah Crawford, Jenialys Silva, and Laurie Grove.
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.
Nancy E. Bowes, Cfp® holds Center For Community Engagement, Board Leadership Training from St. John Fisher College.
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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