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Employee Details

Margaret Meyer

Margaret M. Whelehan, CFP®, CDFA®
Vice President, Financial Advisor
(585) 394-4260 x42129
[email protected]

Margaret Meyer
Margaret M. Whelehan, CFP®, CDFA®
Vice President, Financial Advisor
(585) 394-4260 x42129
[email protected]


Maggie has been working in the financial services industry since 1994, with experience in Relationship Management and Financial Planning. She serves the Monroe County communities and resides in Penfield with her three children.

Communities Served

Serving College Town, Mendon, Penfield, and Pittsford Bank Offices.


Canisius College, Masters of Business Administration
Canisius College, Bachelor of Science in Finance
Completed Financial Planning Certification Curriculum


Certified Divorce Financial Analyst® practitioner
FINRA Series 7, 63 & 65 registration
New York State Life Insurance licensed
Member and Past President, The Financial Planning Association of Greater Rochester
Board Member, The Eastside YMCA Board of Management
Board Member and Alumni Liason, St. Joseph School Foundation
Past Board Member and Past President, The Professional Women of the Finger Lakes
Past Board Member and Past President, Ontario Yates Fund for Women and Girls
Past Board Member, The Coordinated Child Development, Inc.
 Check the background of our investment professionals or the firm.

Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Advisory services are only offered by Investment Adviser Representatives.
Investments are: *Not FDIC insured *May lose value *Not bank guaranteed *Not a deposit *Not insured by any federal government agency.

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdiction in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information, please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site.

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For a comprehensive review of your personal situation, always consult with a legal or tax advisor. Neither Cetera Investment Services, Cetera Investment Advisers nor any of its representatives may give legal or tax advice.


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