As Executive Vice President of Protection Sales at Palladium Group by Ash Brokerage, Sam Rocke is driven to provide the best possible results for individuals, families and businesses as they acquire insurance coverage.
Dedicated to providing outstanding service for advisors every step of the way, Sam leads Ash Brokerage's Sales teams to ensure advisors have the resources, the tools and - most importantly -the people to grow their business and best serve their clients.
As an unrivaled thought leader with Ash for more than 10 years, Sam also oversees the Advanced Markets and advisory service teams. He started his career in private insurance production, working primarily in the estate planning market. A graduate of Samford University, he has a bachelor's degree in biochemistry, and he's also a CERTIFIED FINANCIAL PLANNER.
Jillian Stokes Dart, Esq., JD, CTFA, AEP
Senior Vice President, Management of Trust & Estate Solutions
Canandaigua National Bank
Jillian Stokes Dart is a Senior Vice President, Manager of Trust and Estate Solutions with CNB Wealth Management. She is responsible for establishing and executing the group's mission and strategy along with a team of experienced, highly trained professionals to ensure delivery of the highest quality of service for our clients. In addition to her managerial duties, she handles the administration of trusts and estates, as well as custody and investment management accounts.
Jillian joined CNB Wealth Management in October 2018 bringing more than 21 years of experience in the financial services industry. Prior to joining CNB, Jillian was a Managing Director and 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.
