Cannon Financial Institute

Why Cannon

Experience has taught us the inevitability and value of change. Yet the basic principle of our existence remains the same; Everyone deserves sound advice and exceptional service. It is our life’s work to consult, design, develop, and instruct with this principle as our end goal.  

Our Purpose

We share our clients' belief that everyone deserves sound advice and exceptional service.  We make a lasting, meaningful impact on society, improve the lives of those we touch, and promote positive change in the financial services industry.

Our Mission

Our mission is to grow by understanding industry needs and delivering practical solutions that leverage the collective wisdom and creative power of a team of professionals passionately committed to helping our clients realize their goals. 

Our Values

We build meaningful, mutually beneficial relationships based upon a shared commitment to address real issues, produce real results, and deliver real value.

We nurture a vibrant environment where collaborative partnerships and supportive relationships thrive.

We continuously improve through a creative process incorporating contributions from engaged stakeholders and experts to develop innovative and practical solutions.

We work together to realize our shared vision of success as measured by enterprise value and the positive impact we have on our clients and each other.

Meet Our Team

Photo of Daniel A. Smith
Daniel A. Smith

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

Our Impact

Case Study: Creating Banker and Advisor Partnerships

How to form beneficial partnerships that last

Cannon was brought in to assist in defining and developing the partnership roles for retail bankers, relationship managers and the bank-based financial advisors serving the emerging and affluent marketplace.

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Case Study: Increasing Wallet Share with Existing Clients

This firm’s Private Banking division was challenged to increase wallet share with existing clients.

How Cannon dramatically improved their skills and knowledge to expand and retain current relationships and to attract new business.

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Case Study: Connecting the dots

How Cannon classes helped one student further his career

Ben Pringle, in his third year at Cannon’s Personal Trust Schools, has learned first-hand the value he could get from this program.

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Want to Talk? Let’s Chat.

Press Launch Live Chat to chat online or give us a call at 706.353.3346.

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