About Us

David Guzzetta

D Guzzetta
 

David P. Guzzetta, AFIM, CMFC®
Vice President - Wealth Advisor
941.366.7222 x50672
800.724.2621 x50672
DGuzzetta@CNBank.com

 

 

Your Financial Professional

Mr. Guzzetta has over 28 years in the financial services industry. As Vice President and Wealth Advisor, David manages personal trust and investment management accounts, endowment funds, and retirement accounts. Prior to joining CNB's Wealth Management Group in 2002, David spent six years as an Investment Officer in the Trust and Investment Department of JP Morgan Chase. He also worked in Boston with Fidelity Investments in their Institutional Management Group after earning a B.S. Management/Finance from St. John Fisher College in 1989.

Professional Affiliation

Past Chair of the Pittsford Food Cupboard
Director of Victor Guzzetta Memorial Scholarship Fund
Past Member of the Church of The Transfiguration Finance Committee

Education & Designations

St. John Fisher College – B.S. Management/Finance
Cannon Financial Institute School of Trust Investments, Graduate with Honors
Accredited Fiduciary Investment Manager (AFIM)
Chartered Mutual Fund Counselor (CMFC®) designation from the College for Financial Planning

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