About Us

Maria Caton

M Caton
 

Marie Caton, CFP®, ChSNC®, AAMS®
Senior Vice President - Manager of Financial Planning Services, Team Leader
941.366.7222 x50666
800.724.2621 x50677
[email protected]

 

 

Your Financial Professional

Maria Caton is a Senior Vice President, Manager of Financial Planning Services, Team Leader with CNB Wealth Management. In her role, Maria is responsible for overseeing the Financial Planning Process within Wealth to ensure that clients receive consistent, exemplary service that enables them to achieve their goals. Maria joined CNB in 2014 as a Vice President, Wealth Advisor. 

Prior to CNB, Maria was Vice President-Financial Consultant at Charles Schwab & Co., Inc. Previous to that, she was a Special Care Planner with Mass Mutual Insurance Company where she specialized in planning for families with disabled or special needs family members. 

Maria and her husband Mark live in East Rochester and are the parents of four grown sons.

Professional Affiliation

House of John, Board Member, Clifton Springs, NY
Estate Planning Council, Executive Council, Membership Committee
Rochester Rotary, Roberto Clemente Scholarship Committee
Financial Planning Association
Society of Financial Service Professionals
East Rochester School District, Former Parent Representative for the Committee of Special Education

Education & Designations

Bachelor of Science (BS) Niagara University
Master of Education (M Ed.) Endicott College
CERTIFIED FINANCIAL PLANNER™ certificant (CFP®)
Chartered Special Needs Consultant (ChSNC®)
Accredited Asset Management Specialist (AAMS®)
Special Care Planner – The American College
Notary Public

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