Two Separate & Independent Teams

Having the option to work with two separate teams who can help coordinate your affairs by connecting the dots between your tax and accounting and your investments and financial planning, can be a powerful approach toward increasing the odds your overall financial success. If each side is operated without coordination, you run the risk of increased gaps in your plan as well as potential missed tax planning opportunities.

The two independent teams of Cannon Advisors and Cannon Tax & Accounting can help you answer your questions, including,

When can I comfortably retire?
How much should I plan on spending in retirement as to not run out?
Are my investments properly coordinated with my taxes?
How can I save on taxes?
What’s the best approach for college savings?
What are the elements of a sound estate strategy?
Is my family protected?

Our two firms have experienced professionals who have helped many families answer these and many other questions. Each team specializes in creating an approach that is designed to address your specific situation.

Edward H. Cannon "Ed"

Founder, Cannon Tax & Accounting

704.849.2199

As founder of the practice over three decades ago, Ed's vision has always been to improve the lives of his clients by providing a one-stop financial solution in addition to providing impeccable customer service. A graduate from UNCC,...

Edward H. Cannon, II "Ted"

President, Cannon Tax & Accounting

704.849.2199

After attending Brevard College, Ted's entrepreneurial spirit led him into the business world by starting, operating and selling mutiple restaurants within the Charlotte area. Since gaining an immense amount of business and management...

R. Bryan Cannon, CFP^®, LUTCF
CERTIFIED FINANCIAL PLANNER™

CEO/Chief Portfolio Strategist, Cannon Advisors

704.820.8393

Upon graduating from Appalachian State University with a B.S. in communications and business, Bryan became securities licensed in 1996 and began financial and estate planning for the family's accounting clients. With a desire to...

Lisa A. Cannon

Cannon Advisors - Operations

704.820.8393

A graduate of Florida State University, Lisa earned a B.S. in Economics and began her career in the wireless communications industry. She quickly became a star and was entrusted with the task of opening operations in both the GA and NC...

Damanick Dantes
Portfolio Director

Portfolio Director

As seen on The Daily Shot newsletter and CoinDesk, Damanick Dantes specializes in global macro and commodities. Previously, he was tasked with curating timely research and expressing global asset allocation views for portfolio managers...

Barbara Bell, AIF^®, CDFA^®

Cannon Advisors - Financial Advisor

704.820.8393

A Drexel University graduate, Barbara earned a B.A. in Architecture and began her professional career working as an architect in both residential and commercial design. Aspiring to build a business, she then went on to own and operate...

Michael Boykin, AWMA®

Cannon Advisors - Financial Advisor

704.820.8393

A graduate of Virginia Military Institute (VMI), Michael earned a B.A. in history. Upon graduating, Michael began his career as a supervisor of logistics for Norfolk Southern Corporation. While working with and servicing large...

Benjamin Carter

Cannon Advisors - Financial Advisor

704.820.8393

A combat veteran of the United States Army, Ben graduated from UNCC (by way of Appalachian State) with a B.S. in Economics. He began his career in the financial industry at Bank of America Merrill Lynch in 2013. In 2016, he left...