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Lynn M. Carleton

Lynn M. Carleton, CTFA, CSNP, AEP®

Lynn M. Carleton

Lynn M. Carleton, CTFA, CSNP, AEP®, is a vice president and trust officer with Tompkins Financial Advisors’ western New York team. She is based in the Sully’s Trail office in Pittsford, N.Y. In this role, Lynn is involved with the administration of trusts and estates, as well as custody and investment management accounts.

With more than 30 years of experience in trusts, estates and investment management, Lynn previously spent 10 years with Canandaigua National Bank, two years with Steuben Trust Company and 20 years with Manufacturers and Traders Trust Company.

Education & Certifications

Associate degree, Applied Science, Genesee Community College

Certified Trust and Financial Advisor, (CTFA)

Accredited Estate Planner (AEP®), National Association of Estate Planners

Notary Public

PREVIOUS EXPERIENCE

Canandaigua National Bank

Steuben Trust Company

M&T Bank

AFFILIATIONS & MEMBERSHIPS

Member
CTFA Advisory Board

First Vice President
Estate Planning Council of Rochester

Secretary
Genesee Community College Alumni Council

Leading Knight
Elks Lodge #24

Member
Rochester Rotary