About Us

James Terwilliger

J Terwilliger

James P. Terwilliger, Phd, CFP®
Senior Vice President - Senior Planning Advisor
941.366.7222 x50630
800.724.2621 x50630
[email protected]



Your Financial Professional

James Terwilliger, a Canandaigua native, joined CNB as a personal financial planner following a 30-year career as a scientist and research manager at the Kodak Research Laboratories. Prior to joining CNB, he was a tax preparer and financial advisor at the Canandaigua office of a national financial services firm. Jim works with clients to develop and implement personal financial plans. He authors regular financial columns for CNB in local publications and hosts "Ask the Experts" broadcasts for CNB on WHAM radio.

Professional Affiliation

Council Member and President, Canandaigua City Council
Chair, Finance Committee, City of Canandaigua
Member, Financial Planning Association
Member, Rochester Chapter of the Estate Planning Council
Past Member and Treasurer, Board of Trustees, Wood Library Association of Canandaigua
Past Advisory Member, Audit Committee, Thompson Health System
Past Member, Board of Trustees, Granger Homestead
Past President and Treasurer, Canandaigua Lake Pure Waters, Ltd.
Past Chair, Finance Team, NCNY Conference, United Methodist Church
Past Chair, Finance, First United Methodist Church of Canandaigua

Education & Designations

B.Ch.E., Chemical Engineering, Rensselaer Polytechnic Institute, 1965
M.Ch.E., Chemical Engineering, Rensselaer Polytechnic Institute, 1966
Ph.D., Chemical Engineering, Rensselaer Polytechnic Institute, 1969
IRI Management Program, Harvard Business School, 1990
CFP® curriculum, Medaille College, 2001