Canandaigua National Trust Company hosts event for Registered Investment Advisors

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Canandaigua National Trust Company will host a reception for Sarasota area Registered Investment Advisors at the Bay View Bar and Grill at the Ritz-Carlton, 5:00pm on Thursday, January 16, 2014. The evening will feature special guest, Dan Goodwin, CFA, CFP®, co-founder of Cobblestone Capital Advisors, LLC in Rochester, NY. Dan is a resident of Tampa and will share his experience on partnering with Canandaigua National Trust Company as a directed and delegated trust service provider. For more information contact Noleen Burch at 941-366-7222.


Posted by Sage Keber at 01/09/2014 08:32:04 PM