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Employee Details

J Fitzgerald 2014

Jason W. Fitzgerald, CFP®
Senior Vice President - Investment and Financial Planning Officer
585-419-0670 x50628


Jason Fitzgerald has over 24 years of experience in the financial services industry. He joined Canandaigua National Bank & Trust (CNB) in 2000 where he transitioned from banking into investment management and financial planning. Since 2003, Jason serves as a wealth 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. Furthering his commitment, he earned the designation of CERTIFIED FINANCIAL PLANNER™ Professional in 2006. Jason also serves in a management role as Team Leader for the Investment and Financial Planning team. Prior to his experience with CNB, Jason began his career with JP Morgan Chase in 1991.


BA Political Science, Bowling Green State University
Notary Public


Committee Member, National Center for Missing and Exploited Children
Member, Estate Planning Council of Rochester
Former Youth Lacrosse Coach, Livonia
Former Member, Kiwanis
Former Youth Mentor, Catholic Charities of Rochester


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