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Employee Details

D Kelly-Dohse 2014

Denise Kelly-Dohse, CFP®
Vice President, Wealth Advisor
(585) 419-0670 x50619
[email protected]

D Kelly-Dohse 2014
Denise Kelly-Dohse, CFP®
Vice President, Wealth Advisor
(585) 419-0670 x50619
[email protected]


Denise Kelly-Dohse has been with Canandaigua National Bank & Trust since 1995. 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 decisions to help them achieve their financial goals. Since joining the CNB family, she has held a variety of management positions, one being the IRA Manager for CNB Wealth Management. Prior to her current role, Denise serviced as a Personal Banker working with clients to develop and implement personal financial plans.


BS Business Management, St. John Fisher College - Concentration Financial Planning
Medaille College – Certified Financial Planner Program
Cannon Financial Institute Investment School I
Series 6 & 63 Licenses
Notary Public


Treasurer, Board of Directors, Creative Environment Daycare, a not-for-profit center
Member, Ladies Auxiliary Fire Department, Macedon Center


2023 Medicare Open Enrollment is Underway
A Retirement Budget that Works
A Vacation from Your Finances? There’s No Such Getaway
Are Your Personal Finances on Solid Ground?
College Saving: How Does a 529 Plan Compare to a Roth IRA?
Federal Estate Tax Exemption — “Permanent” and Portable
Medicare Basics for 2022
Podcast: College Costs - Setting Yourself Up for Success
Podcast: Estate Planning Assets - Common Mistakes and How to Avoid Them
Podcast: Learning About and Preparing for Medicare
Podcast: Medicare Open Enrollment – Understanding Your Options
Podcast: Preparing for Medicare Annual Enrollment
Podcast: Preparing for Medicare Open Enrollment
Podcast: Social Security - No One Size Fits All Approach
Podcast: Take Charge of Your Retirement
Three Tax Planning Concepts
Ways to Maximize Your Social Security Retirement Benefits