Jason Fitzgerald, CFP®
Senior Vice President - Wealth Advisor
941.366.7222 x50628
800.724.2621 x50628
[email protected]
Jason Fitzgerald has over 30 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. Prior to his experience with CNB, Jason began his career with JP Morgan Chase in 1991.
Former Committee Member, National Center for Missing and Exploited Children
Member, Estate Planning Council of Rochester
Former Youth Lacrosse Coach, Livonia
BA Political Science, Bowling Green State University
CERTIFIED FINANCIAL PLANNER™ certificant
Notary Public