Thomas W. Benner, MBA, CFP®
Vice President, Wealth Advisor
(585) 419-0670 x50689
[email protected]
Thomas W. Benner, MBA, CFP®
Vice President, Wealth Advisor
(585) 419-0670 x50689
[email protected]Tom Benner joined CNB in 2010 as VP and Financial Planning Officer after working many years as an investment advisor for RJR Associates, a Syracuse-based investment management firm. Similar to his past experience, Tom is responsible for all aspects of relationship management, including structuring investment portfolios and long-term plans for individual clients. Prior to his time at RJR Associates, Tom spent fifteen years at three high growth retail chains, specializing in financial and merchandise planning and distribution.MBA, Finance, Syracuse University, 1986
BES, Educational Studies, University of Missouri, 1980
CERTIFIED FINANCIAL PLANNER
TM certificantBoard of Directors, Coffee Connection/Project Empower
Volunteer, Association for the Blind, ABVI Goodwill
Member, Comhaltas Ceoltoiri Eireann (Irish music)
Past Member, Board of Directors, Juvenile Diabetes
Past Member, Board of Directors, Town of Chili Historical Preservation Board
Past Treasurer and Board Member, Waldorf School, Pittsburgh