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About Cannon/Instructors/About Instructor David Bell

About Instructor David Bell

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David C. Bell, CWS®
Executive Vice President
dbell@cannonfinancial.com

About David
With a wealth of real world experience in the financial services industry, David brings with him expertise in the area of global Comprehensive Wealth Management with an emphasis on taxes, investments, insurance, life income planning, and trusts. His experience in developing relationships, delivering technical subject matter, and producing results in the sales industry has given him the backbone for delivering training/consulting positioned directly to the affluent marketplace. He has worked with some of the most well know athletes and entertainers and their managers in the areas of risk management for both their world exposure and their personal lives. This has given David a very clear and realistic view of the high-net worth client situation and the issues associated with that individual. Known for his complete grasp of all the areas of wealth management for the affluent client, participants and students in his classes consistently rate his programs as highly effective and immediately useful.

Primary Areas of Expertise

  • Sales and Sales Management
  • Wealth Management
  • Insurance
  • Life Income Planning
  • Personal Trusts

Education

  • B.S. Management Science - Georgia Institute of Technology
  • Licensed Agent - Life, Health, Property, & Casualty

Designations, Affiliations & Licenses

  • Certified Wealth Strategist® (CWS®)
  • Athens Area Independent Insurance Association
  • Chairman for the Governmental Affairs Committee of Georgia
  • Georgia Independent Insurance Association Board of Directors
  • Professional Insurance Agents (PIA)

Featured Speaker & Lecturer

  • Bank of America
  • BB&T
  • Charles Schwab
  • HSBC
  • KeyBank
  • PLANCO/THE Hartford
  • TIAA-CREF
  • TD Banknorth
  • USAA

Cannon Schools & Courses

  • Cannon Trust Fundamentals
  • Wealth Management for Private Bankers I, II
 

 

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