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Employee Details

J Dart

Jillian Erika Dart, Esq., CTFA, AEP
Senior Vice President, Senior Trust Officer - Team Leader
(585) 419-0670 x41935
JDart@CNBank.com

J Dart
Jillian Erika Dart, Esq., CTFA, AEP
Senior Vice President, Senior Trust Officer - Team Leader
(585) 419-0670 x41935
JDart@CNBank.com

About

Jillian Dart joined CNB Wealth Management in October 2018 as a Senior Vice President, Senior Trust Officer – Team Leader, bringing more than 21 years of experience in the financial services industry. Prior to joining CNB, Jillian was Market Trust Director for Upstate NY at U.S. Trust – Bank of America Private Wealth Management. Jillian was also an advisor to high net worth individuals and families, and her responsibilities included the administration of trusts along with investment management relationships.

Education

Juris Doctor, Syracuse University College of Law
Bachelor of Science in Criminal Justice, St. John’s University
Accredited Estate Planner (AEP), National Association of Estate Planners

Professional

Monroe County Bar Association, Member
Estate Planning Council of Rochester, Executive Committee Member
Women’s Leadership Council of the United Way of Greater Rochester
Newport Yacht Club, Board Secretary

Articles

Leaving a Legacy - Crucial Conversations with your Adult Children
Podcast: Common Estate Planning Mistakes & How to Avoid Them

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