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Employee Details

L Haelen 2016

Laurie Haelen, AIF®
Senior Vice President and Team Leader - Wealth Advisor
(585) 419-0670 x41970
LHaelen@CNBank.com

L Haelen 2016
Laurie Haelen, AIF®
Senior Vice President and Team Leader - Wealth Advisor
(585) 419-0670 x41970
LHaelen@CNBank.com

About

Laurie Haelen is a Senior Vice President and Wealth Advisor with the Wealth Strategies Group at Canandaigua National Bank & Trust (CNB). Leveraging over 25 years of experience, Laurie provides clients at any life stage with the holistic advice necessary to make educated and informed investment choices to help them achieve their financial goals. Laurie also serves a management role as Team Leader in the Investment and Financial Planning Group.

Prior to joining CNB, Laurie spent the last decade at Tompkins Financial Advisors in Pittsford, NY, where she most recently was Managing Director of WNY, overseeing a team of Wealth Advisors, Financial Planners and Tax Professionals and ensuring the highest level of service for clients. Prior to that, she served in a variety of investment roles, including Director of Investments for Tompkins Financial Advisors, Sr. Portfolio Manager at JP Morgan Chase and Portfolio Manager for HSBC Bank locally.

Laurie resides with her family in Rochester, NY.

Education

SUNY at Geneseo, B.A.
Accredited Investment Fiduciary (AIF®)
Canon Trust Investments and the American Institute of Banking
New York Institute of Finance
Series 7 and 66 licenses

Professional

2012 Athena Award Finalist
Board Member, Monroe Community Hospital Foundation
Board Member, Rochester Education Foundation
United Way Community Investment Cabinet
Former Member, University of Rochester Planned Giving Council
Former Board Member, Women's Foundation of Genesee Valley
Former Board Member, YWCA of Rochester & Monroe County
Former Board Member, Consumer Credit Counseling Service of Rochester

Articles

Creating Income in Retirement
Making an Impact with Your Investments
Podcast: 10 Most Common Estate Planning Mistakes
Starting a Family

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