Nancy Bowes joined CNB Wealth Management in 2013, bringing over 30 years of experience in the financial services industry. As Vice President and Wealth Advisor, she manages portfolios for individuals and families to help them achieve long term goals. Nancy is also a NYS certified Medicare counselor. Recognizing the needs of different generations, she strives to integrate a holistic approach to her practice.
Nancy began her career in 1983 in commercial lending in Texas and Ohio. For 15 years, she concentrated on financing expansion projects for small manufacturers and wholesalers. She returned to Rochester in 1995 where she transitioned into the investment management field and earned her CERTIFIED FINANCIAL PLANNER™ certification in 2003. Nancy was a medical practice specialist in Private Banking, utilizing her commercial training and planning expertise to help physicians fund their practices as well as grow personal wealth. She joined the Wealth Management team at JP Morgan Chase in 2007, developing comprehensive estate planning and investment strategies for high-networth families. Nancy lives with her husband, her 87 year old mother, and two sons in Penfield.
Bachelor of Science, SUNY at Buffalo
Ohio Banker Association Advanced School of Commercial Credit, Miami University
CERTIFIED FINANCIAL PLANNER™ certificant
Certified Counselor for NYS Health Insurance & Information Counseling Program (HIICAP)
Board Leadership Series, Center for Community Engagement, St. John Fisher College
Certification Program in Gerontology, Lifespan/St. John Fisher College, 2018Estate Planning Council of Rochester
Member, Society of Financial Planning Association
Volunteer Financial Counselor at Lifespan of Rochester
Past Board Chair, Rochester Rehabilitation, Inc.
Past Board Member, Al Sigl Foundation Board of Governors
Past Member, United Way Board Chair Forum
Past Board Member, Center for Youth Services
Past Board Member, National Kidney Foundation of Upstate NY