About

Matt Sorce joined Canandaigua National Bank & Trust (CNB) in 2015. He transitioned from banking into Wealth Management the same year starting within the Trust and Estates department. From there, he joined the Investment Management and Financial Planning team. As a Wealth Advisor, Matt works closely with clients at any life stage, providing them with the holistic advice necessary to make educated and informed investment choices, helping them achieve their financial goals. He is a native of Rochester, NY.

Education

State University of New York College at Cortland, B.S. Business Economics and Financial Management, magna cum laude
CERTIFIED FINANCIAL PLANNER™ certificant
Notary Public
New York Bankers Association Trust School

Professional

Advisory Board Member, Horizons Student Enrichment Program, The Harley School
Advisory Board Member, National Center for Missing & Exploited Children
Member, Financial Planning Association of Greater Rochester
Volunteer, United Way of Monroe & Ontario Counties
Volunteer, Habitat for Humanity