Executive Vice President and Subject Matter Expert

Linda Eaton

Certified Wealth Strategist® (CWS®)

Biography

Linda Eaton leverages her extensive background in wealth management and training to enhance the effectiveness of client-facing advisors. Her journey from a Financial Advisor at Merrill Lynch to a renowned management development leader reflects her commitment to professional growth and excellence.

Professional Expertise and Industry Impact

Linda's approach, enriched by her experiences with Franklin Covey and her consulting business, positions her as a transformative leader in practice management and client relationships. She has made key contributions by developing and delivering Cannon's proprietary courses and improving students’ understanding of behavioral finance. Furthermore, she spearheaded some of the most innovative global initiatives focused on client experience and client satisfaction.

Educational Background and Professional Credentials

With a B.F.A. in Fine Arts from Boston University and a Certified Wealth Strategist® (CWS) designation, Linda's unique educational path complements her professional achievements, demonstrating her versatile approach to financial advisory and client service.

Resources from Linda Eaton

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Personal Trust and Estate Planning

In The Press: Guiding Women through the Great Wealth Transfer

As the Great Wealth Transfer gains momentum, advisers are increasingly focused on how to better support women who are assuming primary responsibility for family wealth. A recent InsuranceNewsNet article examines this shift and the evolving role advisers must play as women become the dominant financial decision-makers.

The piece features insights from multiple industry professionals, including Linda Eaton, who shares perspective on the importance of education, trust, and values-based planning in helping women navigate inherited or newly managed wealth. Together, the contributors offer a practical look at how thoughtful engagement and tailored advice can strengthen outcomes during this historic transition.

Read the full article to explore how advisers can more effectively guide women through the Great Wealth Transfer and build lasting, confidence-based relationships.