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Employee Details

J Fitzgerald

Jason W. Fitzgerald, CFP®
Senior Vice President - Group Manager, Investment Services
585-419-0670 x50628
JFitzgerald@CNBank.com

About

Jason Fitzgerald has over twenty three years experience in banking, fourteen of which have been with Canandaigua National Bank & Trust (CNB). For the past eleven years he has served as a trusted advisor, providing clients at any life stage with the holistic advice necessary to make educated and informed investment choices to help them achieve their financial goals. As Group Manager of Investment Services, he is responsible for setting investment policy standards for CNB's Wealth Strategies Group, and overseeing the activities of the other investment professionals within the group.   

Education

BA Political Science, Bowling Green State University
CERTIFIED FINANCIAL PLANNER™ certificant
Notary Public

Professional

Member, Estate Planning Council of Rochester
Past Member, Kiwanis
Past Youth Mentor with Catholic Charities
Coach, Livonia Youth Lacrosse

Articles

10 Key Tips for Boosting Your Financial Fitness in 2011
A Closer Look at Your Risk Tolerance
Avoiding the Traps of Short-Term Market Volatility
Impacts of the Kodak Bankruptcy on Former Employees and Retirees
Podcast: Enhancing Your Financial Fitness In 2013

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