About Us

Jason Fitzgerald

J Fitzgerald
 

Jason Fitzgerald, CFP®
Senior Vice President - Wealth Advisor - Team Leader
941.366.7222 x50628
800.724.2621 x50628
JFitzgerald@CNBank.com

 

 

Your Financial Professional

Jason Fitzgerald has over 27 years of experience in the financial services industry. He joined Canandaigua National Bank & Trust (CNB) in 2000 where he transitioned from banking into investment management and financial planning. Since 2003, Jason has served as a wealth advisor, providing clients at any life stage with the holistic advice necessary to make educated and informed investment choices to help them achieve their financial goals. Furthering his commitment, he earned the designation of CERTIFIED FINANCIAL PLANNERTM Professional in 2006. Jason also serves in a management role as Team Leader for the Investment and Financial Planning team. Prior to his experience with CNB, Jason began his career with JP Morgan Chase in 1991.

Professional Affiliation

Committee Member, National Center for Missing and Exploited Children
Member, Estate Planning Council of Rochester
Former Youth Lacrosse Coach, Livonia

Education & Designations

BA Political Science, Bowling Green State University
CERTIFIED FINANCIAL PLANNER™ certificant
Notary Public

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