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Employee Details

Margaret Meyer

Margaret M. Whelehan, CFP®, CDFA®
Vice President, Financial Advisor
(585) 394-4260 x42129
[email protected]

Margaret Meyer
Margaret M. Whelehan, CFP®, CDFA®
Vice President, Financial Advisor
(585) 394-4260 x42129
[email protected]


Maggie has been working in the financial services industry since 1994, with experience in Relationship Management and Financial Planning. She serves the Monroe County communities and resides in Penfield with her three children.

Communities Served

Serving College Town, Mendon, Penfield, and Pittsford Bank Offices.


Canisius College, Masters of Business Administration
Canisius College, Bachelor of Science in Finance
Completed Financial Planning Certification Curriculum


Certified Divorce Financial Analyst® practitioner
FINRA Series 7, 63 & 65 registration
New York State Life Insurance licensed
Member and Past President, The Financial Planning Association of Greater Rochester
Alumni Liaison, Past Board Member, St. Joseph School Foundation
Past Board Member, The Eastside YMCA Board of Management
Past Board Member and Past President, The Professional Women of the Finger Lakes
Past Board Member and Past President, Ontario Yates Fund for Women and Girls
Past Board Member, The Coordinated Child Development, Inc.


A Year-end Checkup for Small Businesses
Do You Have the Right Medicare Coverage?
Early Retirement – Are you Sure It’s what You Really Want?
Health Savings Accounts: An Overview
Keeping It In The Family - Business Succession Planning
Life Insurance and Terminal Illness
Podcast: How to Protect Yourself Financially When Going Through a Divorce
Podcast: Making Your Long-Term Care Plan A Success
Podcast: Recent Changes in Planning for Long-Term Care Costs
Podcast: Understanding Medicare and the Upcoming Open Enrollment
Properly Insuring Your Business
Strategies to Consider to Reduce your Tax Bite
Taxes, Retirement, and Timing Social Security
The Importance of Developing a Financial Plan
To Procrastinate or Not? That Is The Financial Question
What Information Will I Need Before Shopping for an Auto Insurance Policy?
What It Means to Be a Financial Caregiver for Your Parents
What kind of Insurance Coverage Does your Business Need?