About Us

Lynn Carleton

L Carleton 2014 V2

Lynn M. Carleton, CTFA, CSNP
Vice President, Trust Administration Officer
941.366.7222 ext. 50683

Your Financial Professional

Lynn M. Carleton is a Vice President and Trust Administrative Officer with Canandaigua National Trust Company of Florida. In her current role, Lynn is involved with the administration of trusts and estates as well as custody and investment management accounts.

Prior to joining our affiliate, Canandaigua National Bank & Trust, Lynn spent two years with Steuben Trust Company and twenty years with Manufacturers and Traders Trust Company. Lynn has been involved in the financial services industry for her entire career having started with Peat Marwick Mitchell preparing fiduciary taxes and accountings.

Professional Affiliations

Estate Planning Council of Rochester
Notary Public
LDA Life and Learning Services, Foundation Board Secretary
Henrietta Chamber of Commerce Program Planning Committee
Genesee Community College Foundation, Discover the Stars Committee

Education & Designations 

Genesee Community College
Certified Trust & Financial Advisor (CTFA)
Certified Special Needs Planner (CSNP)
Completed coursework required for financial planning certification
New York State Bankers Association School for Estate and Trust Administration