About

Denise Kelly-Dohse has been with Canandaigua National Bank & Trust since 1995. Her primary responsibility is that of a trusted advisor, providing clients at any life stage with the tools and resources necessary to make educated and informed decisions to help them achieve their financial goals. Since joining the CNB family, she has held a variety of management positions, one being the IRA Manager for CNB Wealth Management. Prior to her current role, Denise serviced as a Personal Banker working with clients to develop and implement personal financial plans.

Education

BS Business Management, St. John Fisher College - Concentration Financial Planning
Medaille College – Certified Financial Planner Program
CERTIFIED FINANCIAL PLANNER™ certificant
Cannon Financial Institute Investment School I
Series 6 & 63 Licenses
Notary Public

Professional

Treasurer, Board of Directors, Creative Environment Daycare, a not-for-profit center
Member, Ladies Auxiliary Fire Department, Macedon Center