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Employee Details

T Benner

Thomas W. Benner, MBA, CFP®
Vice President, Wealth Advisor
(585) 419-0670 x50689
[email protected]

T Benner
Thomas W. Benner, MBA, CFP®
Vice President, Wealth Advisor
(585) 419-0670 x50689
[email protected].com

About

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.

Education

MBA, Finance, Syracuse University, 1986
BES, Educational Studies, University of Missouri, 1980
CERTIFIED FINANCIAL PLANNERTM certificant (CFP®)

Professional

Board 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

Articles

Investing in 2012 and Beyond
Leveling the Playing Field: Containing the Cost of College
Making Work During Retirement A Choice, Not A Necessity
Planning for Both Retirement and a Child’s Education
Podcast: How Proper College Planning Helps Make Smarter Choices
Podcast: How to Build a Winning Environmentally and Socially Responsible Investment Strategy
Podcast: How to Create & Manage a Winning Investment Strategy
Podcast: How to Create and Manage a Winning Investment Strategy
Podcast: How to Prepare for a Secure and Rewarding Retirement
Podcast: Preparing for a Secure & Rewarding Retirement
Podcast: Retirement Planning
Rebalancing: A Market Timing Strategy That Works
Retirement Readiness
The Medicare Premium Spike – Averted!
Ways to Make College Affordable and Minimize Student Loans
Withdrawing Money in Retirement

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