Cannon Financial Institute

Daniel A. Smith

Photo of Daniel A. Smith

CWS®, CFP®
Executive Vice President
Director of Individual Solutions

dsmith@cannonfinancial.com

FULL BIO (PDF)

Daniel Smith’s extensive real-world experience brings his classroom instruction into immediate, practical and applicable use. 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. 

Prior to joining Cannon in 1990, Daniel was a Trust Services Officer at First Hawaiian Bank and an Account Executive with Dean Witter Reynolds (now Morgan Stanley).  His years of experience with Cannon have added best practices from constant interaction with many of the nation’s top financial advisors and wealthy individuals. 
When not teaching at Cannon Schools, Daniel is a frequent speaker at banks, trust companies, brokerage firms and other financial services companies nationwide. He also speaks at financial services conferences on estate planning, taxation, sales, sales management, quality service, and industry trends. His work has been published in Trusts & Estates, Registered Rep and other industry publications.  Daniel's enterprise training addresses sales and service issues and technical topics related to personal trust, investments, and estate planning. His consulting work is focused on developing custom sales presentation materials and computer-based training. 

Primary Areas of Expertise

  • Sales and Relationship Management
  • High Net Worth issues
  • Ultra High Net Worth issues
  • Estate Planning and Taxation
  • Business Succession Planning
  • Charitable Giving

Education

  • B.S. - Business Administration, Marketing, and Finance, University of South Carolina 
  • Oregon State University 
  • Cannon Trust School, Honor Graduate

Additional Professional Education

  • Advanced Administration of Estates & Trusts
  • Cannon Financial Institute 
  • Advanced Estate Planning Techniques
  • ALI-ABA 
  • Advanced Instructor Techniques
  • Langevin Learning Services 
  • Advanced Personal Trust Update
  • Cannon Financial Institute 
  • Advising Clients on Estate Planning & Philanthropy
  • University of Hawaii Foundation 
  • Agent's License, Life & Health Insurance (Expired)
  • Cannon Trust School I, II, III
  • Cannon Financial Institute, Inc. 
  • Estate Planning and Probate in Hawaii
  • National Business Institute 
  • Financial and Estate Planning
  • Hawaii Institute for Continuing Legal Education 
  • Gift and Estate Tax Committee, Probate Section
  • Hawaii Bar Association 
  • Hawaii Estate Planning Council
  • Hawaii Tax Institute Chaminade University of Honolulu 
  • How Adults Learn
  • Langevin Learning Services 
  • Instructional Design for Trainers
  • American Management Association 
  • View full bio for more

Designations & Licenses

  • Certified Instructor/Facilitator
  • Certified Financial Planner™ (CFP®)
  • NASD Series 7, General Securities Representative 
  • NASD Series 63, Uniform Securities Agent 
  • Life Insurance Agent

Cannon Schools & Courses

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