R. Bryan Cannon, CFP®, LUTCF
CERTIFIED FINANCIAL PLANNER™
CEO/Chief Portfolio Strategist, Cannon Advisors
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 broaden his investment experience, he served various senior positions and partner roles within a variety of firms ranging from big Wall Street to small Family Office boutique firms. Using this experience in serving high and ultra high net worth clientele, he brings a unique investment philosophy and protected growth strategy to the clients of Cannon Advisors. Aside from serving in this capacity, Bryan stays busy within the community by serving on several local boards, is active in his church and the Knights of Columbus, coaches little league soccer, is a Cub Scout and Boy Scout leader at Troop 9. Bryan assists several local charities including chairing a ministry to serve meals and deliver clothing to the local Charlotte Men's Shelter. He enjoys working out with F3 in the early mornings, hiking, camping, down-hill mountain biking, wood working and spending time at the lake with his wife, Lisa, and their four children.
In 2018, Bryan became a 5 Star Wealth Manager Award Winner. (click for details)
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 1,342 Charlotte area wealth managers were considered for the award; 104 (8 percent of candidates) were named 2018 Five Star Wealth Managers. 2017: 949 considered, 132 winners; 2016: 873 considered, 227 winners; 2015: 1,822 considered, 277 winners; 2014: 2,369 considered, 274 winners; 2013: 1,694 considered, 280 winners; 2012: 1,083 considered, 267 winners.