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Employee Details

K Kinney 2014

Kevin D. Kinney, CTFA
Vice President, Trust Officer
(585) 419-0670 x50622
[email protected]

K Kinney 2014
Kevin D. Kinney, CTFA
Vice President, Trust Officer
(585) 419-0670 x50622
[email protected]

About

Kevin Kinney has over 30 years of banking experience, beginning in 1986 in the Retail Banking field. He entered the Trust and Investment field in 1989 as a portfolio assistant. Kevin's experience covers all aspects of trust and estate administration, estate planning, and management of investment accounts.

Education

BA Economics, St. John Fisher College 1986
New York State Bankers Association certification in:

  • Trust Administration
  • Estate Administration
  • Trust Investments
ABA, Institute of Certified Bankers - Certified Trust and Financial Advisor (CTFA)

Professional

Member, Estate Planning Council of Rochester
Member, Board of Trustees of Genesee Country Village and Museum
Past Secretary, Board of Directors of Cancer Action Inc.
Past Member, Board of Trustees of the Landmark Society of Western N.Y.

Articles

Avoiding Estate Tax on Life Insurance
How Charitable Gifts Can Increase Your Family's Wealth
How to Prevent Estate Problems For Your Family
Podcast: Estate Planning Assets - Common Mistakes and How to Avoid Them

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