James P. Terwilliger, PhD, CFP®
SVP, Manager Financial Planning Services, CFP®
(585) 419-0670 x50630
JTerwilliger@CNBank.com
About
James Terwilliger, a Canandaigua native, joined CNB as a personal financial planner following a 30-year career as a scientist and research manager at the Kodak Research Laboratories. Prior to joining CNB, he was a tax preparer and financial advisor at the Canandaigua office of a national financial services firm. Jim has worked with scores of clients to develop and implement personal financial plans. He also authors regular financial columns for CNB in local publications and hosts "Ask the Experts" broadcasts for CNB on WHAM radio.
Education
B.Ch.E., Chemical Engineering, Rensselaer Polytechnic Institute, 1965
M.Ch.E., Chemical Engineering, Rensselaer Polytechnic Institute, 1966
Ph.D., Chemical Engineering, Rensselaer Polytechnic Institute, 1969
IRI Management Program, Harvard Business School, 1990
CFP® curriculum, Medaille College, 2001
Professional
Member, Financial Planning Association
CERTIFIED FINANCIAL PLANNER ™ certificant
Council Member and President, Canandaigua City Council
Chair, Finance Committee, City of Canandaigua
Member and Treasurer, Board of Trustees, Wood Library Association of Canandaigua
Member, Audit Committee, Thompson Health System
Past Member, Board of Trustees, Granger Homestead
Past President and Treasurer, Canandaigua Lake Pure Waters, Ltd.
Past Chair, Finance Team, NCNY Conference, United Methodist Church
Past Chair, Finance, First United Methodist Church of Canandaigua