Amy K. Ertel

 

Your Financial Professional

Amy K. B. Ertel, Esq. is a Senior Vice President and Senior Trust Officer with CNB Wealth Management. Her responsibilities include the administration of trusts and estates, as well as custody and investment management accounts. Amy's expertise spans a variety of trust structures including estate administration; fiduciary income and estate tax preparation; judicial proceedings involving probate, receipt and releases, and petitions for trust and estate settlements. Amy has vast experience in drafting personalized estate and tax planning documents to achieve client goals of wealth transfer management and asset protection.

Prior to joining CNB, Amy served as an Associate Attorney at Harris Beach in the Life and Asset Planning Group in their Rochester and Buffalo offices. Before joining Harris Beach, Amy was practicing trust and estate work with a small boutique law firm in Pittsford for several years.

Professional Affiliation

American Bankers Association Institute of Certified Bankers, CTFA Working Group Board Member
American Bar Association, Trust and Estate Section and Real Property Section
New York State Bar Association, Trusts and Estates Law Section
Monroe County Bar Association, Trusts and Estates Section
Estate Planning Council of Rochester, Member

Education & Designations

University at Buffalo Law School, Juris Doctor
Elmira College, B.S. in Business Administration and Social Studies, magna cum laude
Certified Trust & Financial Advisor (CTFA)