Introduction
Proven Success
Executive Management
Team
Instructors
Cannon Team
Corporate Responsibility
and Philanthropy
Career Opportunities
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About Cannon/Instructors
Instructors
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David 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.
Learn more about David
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Clark D. Brown, CWS®
Executive Vice President
cbrown@cannonfinancial.com
About Clark
Clark is one of the most enthusiastic, energetic and entertaining presenters in the business. Whether in the boardroom presenting to your executive management team or on the main stage of your national sales conference, Clark’s style connects with everyone. His message is always clear and actionable.
Learn more about Clark
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J. Phil Buchanan, CWS®, CFP®
Chief Executive Officer
pbuchanan@cannonfinancial.com
About Phil
Phil is one of the most highly sought wealth management experts in America. He works with major financial services firms in North America and their subsidiaries abroad as a Speaker, Trainer, Consultant and Coach.
Learn more about Phil
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Fran M. DeMaris, CWS®
Executive Vice President
fdemaris@cannonfinancial.com
About Fran
Fran’s unique use of illustrative stories and experience strike a chord with many different audiences from the inexperienced to the experienced and from clients to professionals. Fran joined Cannon full time in 1994 after serving five years on its faculty.
Learn more about Fran
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Lawrence T. Divers, CWS®, AIF®
Executive Vice President
ldivers@cannonfinancial.com
About Larry
Larry’s personal enthusiasm and career commitment to the wealth management industry has become recognized on a national and regional basis. With over 25 years of experience in the investment management, wealth management, and wealth transfer industry he is one of Cannon’s most seasoned and experienced trainers and consultants.
Learn more about Larry
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Duane E. Lee, II CWS®, CTFA, CRSP, CSOP, AFIM®, AIF®, CCTS, CISP
Executive Vice President
dlee@cannonfinancial.com
About Duane
Throughout his 30+ years in the Financial Services Industry, Duane has amassed an astonishing body of knowledge. Duane consistently earns the highest marks from his students for his ability to clearly communicate complicated and complex subject matter.
Learn more about Duane
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Daniel A. Smith, CWS®, CFP ®
Executive Vice President
Director of Personal Trust
dsmith@cannonfinancial.com
About Daniel
Daniel’s extensive real-world experience brings his classroom information into immediate, practical, and applicable form. He specializes in integrating sales and relationship management with the complexities of estate planning, estate taxation, charitable giving, and investment management issues of the High Net Worth and Ultra High Net Worth client.
Learn more about Daniel |
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Associate Instructors
- Matthew Eby
- Donna Shumell
- Roy M. Adams
- Joanne Eby
- David Hill
- Kathleen Jackson
- Jeff Powell
- James Privette
- Rick Weber
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