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Employee Details

D Dohse

Denise Kelly-Dohse
Vice President - Financial Planning Officer
585-419-0670 x50619
DKelly@CNBank.com

About

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 the Wealth Strategies Group.  Prior to her current role, Denise serviced as a Personal Banker working with clients to develop and implement personal financial plans.

Education

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

Professional

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

Articles

A Retirement Budget that Works
A Vacation from Your Finances? There’s No Such Getaway
Are Your Personal Finances on Solid Ground?
Federal Estate Tax Exemption — “Permanent” and Portable
How to avoid the ten most-costly estate planning mistakes
Podcast: Social Security, An Undervalued Retirement Resource
Podcast: Take Charge of Your Retirement
Ways to Maximize Your Social Security Retirement Benefits

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