Denise Kelly-Dohse
AVP, Financial Planning Officer
585-419-0670 x50619
DKelly@CNBank.com
About
Denise Kelly-Dohse has been with Canandaigua National Bank & Trust since 1995. Since joining the CNB family she has held a variety of management positions, one being the IRA Manager for the Wealth Strategies Group. Most recently, as a Personal Banker working with clients to develop and implement personal financial plans. Her primary responsibility is that of a trusted advisor, providing clients at any life stage with the tools and resources necessary to make educated and informed investment decisions to help them achieve their financial goals.
Education
BS Business Management, St. John Fisher College -Concentration Financial Planning
Medaille College – Certified Financial Planner Program
Cannon Financial Institute Investment School I
NASD Series 6 & 63 Licenses
Notary Public
Professional
Treasurer, Board of Directors, Creative Environment Daycare, a not-for-profit center
Member, Ladies Auxiliary Fire Department, Macedon Center