About Us

Donna Cator

D Cator
 

Donna Cator, CFP®, CDFA®
Vice President - Wealth Planning Advisor
941.366.7222 x50623
800.724.2621 x50623
[email protected]

 

 

Your Financial Professional

Donna Cator has over 30 years in the financial services industry, beginning her career in 1986 in the retail banking field. Donna joined Canandaigua National Bank & Trust in 1998 holding a variety of management positions. For the past 10 years, she has been working with clients to develop and implement personal financial plans. Her primary responsibility is to provide clients at any life stage with the tools and information necessary to make educated and informed investment choices to help them achieve their financial goals. Donna also works with divorcing couples to provide financial guidance during the process that help them make critical financial decisions. She is one of the bank's hosts on the News Radio WHAM 1180 "Ask the Experts" radio show which airs Sunday nights.

Professional Affiliation

President, Temple Beth El, 2014-2018
Treasurer, Temple Beth El, Geneva, 2000-2014
Board Member, Canandaigua Rotary Club
Member, Society of Financial Service Professionals
Member, American Legion Auxiliary, Geneva Post 396
Member, Geneva Rotary Club, 2006-2012
Board Member, United Way of Ontario County, 2009-2012
Chairperson, United Way of Ontario County Endowment Committee, 2008-2012

Education & Designations

BA Mathematics, SUNY Potsdam College
CERTIFIED FINANCIAL PLANNER ™ certificant
Certified Divorce Financial Analyst
Notary Public

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