Jason William Fitzgerald

Corporate Officer/Principal chez The Canandaigua National Bank & Trust Co.

Profil

Mr. Jason W.
Fitzgerald is a Senior Vice President & Senior Wealth Advisor at The Canandaigua National Bank & Trust Co. and a Member at Financial Planning Association of Upstate New York.
Mr. Fitzgerald joined the firm in 2000 and has over 27 years of experience in the financial services industry.
Since 2003, he 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 Planner in 2006.
Mr. Fitzgerald also serves in a management role as Team Leader for the Investment and Financial Planning team.
Prior to his experience with Canandaigua National Bank, he began his career with JP Morgan Chase in 1991.
Mr. Fitzgerald holds a BA Political Science from the Bowling Green State University.

Postes actifs de Jason William Fitzgerald

Sociétés	Poste	Début
The Canandaigua National Bank & Trust Co.	Corporate Officer/Principal	01/01/2000
Financial Planning Association of Upstate New York	Corporate Officer/Principal	03/06/2011
The Canandaigua National Bank & Trust Co. (Invt Mgmt)	Gestionnaire de Portefeuille-Actions	01/01/2000

Formation de Jason William Fitzgerald

Bowling Green State University

Undergraduate Degree