About Us

Ramona Green, CTFA

R Green

Ramona Green, CTFA
Vice President - Trust Officer
941.366.7222 ext. 50616
800.724.2621 ext. 50616
[email protected]

Your Financial Professional

Ramona Green joined the CNB Wealth Management in February 2006 as a Trust Associate, following 14 years with the Trust Department at HSBC Bank. Ramona currently administers trusts and estates, as well as custody and investment management accounts.

Professional & Civic Affiliations

Estate Planning Council of Rochester, Executive Committee Member
Rochester Regional Health, Planned Giving Committee Member
The Community Foundation, Professional Advisor Liaison Committee Member
Bayview YMCA Stakeholder Parent Advisory Committee, Former Member
Founding Member of the African American Giving Initiative at The Community Foundation

Education & Licenses

Delaware State University, BA, Business Administration
Graduate of Cannon Financial Institute Trust School
Graduate of New York State Bankers Association Schools for Estate and Trust Administration
Graduate of American Bankers Association National Trust School
ABA, Institute of Certified Bankers - Certified Trust and Financial Advisor (CTFA)
Notary Public