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Your Bank > Our People

Employee Details

Margaret Meyer

Margaret M. Whelehan
Vice President - Personal Banking/Insurance Manager
(585) 249-4980 x41034


Maggie has been working in the financial services industry since 1994, with experience in Relationship Management and Financial Planning. She lives, works, and plays in the Canandaigua Community. 


Canisius College, Buffalo, NY - Masters of Business Administration, December 1999
Canisius College, Buffalo, NY - Bachelor of Science in Finance, May 1994 
Completed Financial Planning Certification Curriculum


FINRA Series 7, 63, 65, 9, and 10 registrations
Board Member, Immediate Past President, The Financial Planning Association of Greater Rochester
Board Member, Immediate Past President, ONYA (Ontario Yates Fund for Women and Girls)
Immediate Past President, The Professional Women of the Finger Lakes, 2009-2012, Member since 2006
Board Member, The Coordinated Child Development Program, Inc., 2010-present
ATHENA Steering Committee Member, Canandaigua Chapter, 2008-2011
Advisory Board Member, American Red Cross, Finger Lakes NY Region, 2011-present


A Year-end Checkup for Small Businesses
Early Retirement – Are you Sure It’s what You Really Want?
Employer Health Insurance Rules Eased for 2015
Health Savings Accounts
Health Savings Accounts Explained
Health Savings Accounts: An Overview
Keeping It In The Family - Business Succession Planning
Making Long-Term Care Costs Affordable
Podcast: Avoiding Financial Consequences of a Long-term Care Illness
Podcast: Paying for Health Care Costs Using Health Savings Accounts
Podcast: Planning for Long-term Care Expenses
Podcast: Successful Planning for Long-Term Care
Strategies to Consider to Reduce your Tax Bite
The Importance of Developing a Financial Plan
Why Insure Your Business?


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