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Cannon Financial Strategists, Inc. Employee Directory

Financial ServicesGeorgia, United States11-50 Employees

Cannon Financial Strategists, Inc. operates in the financial services sector with a focus on retirement planning and services. The firm serves plan sponsors responsible for employee retirement programs and individuals seeking retirement income guidance, aiming to streamline the process by combining roles that typically require several providers. Based in Athens, Georgia, the firm emphasizes timely, thorough support, and long-standing client relationships indicate durable partnerships.

Within the financial services landscape, the firm functions as a smaller, specialty practitioner that delivers an integrated approach to retirement needs. Its client base includes both plan sponsors and individual savers, with an emphasis on steady, reliable guidance over time.

Find Cannon Financial Strategists, Inc. employees' phone numbers or email addresses

Cannon Financial Strategists, Inc. Global Highlights

Location
Employees

North America
57

Minus sign iconPlus sign icon
  • United States Of America
    57

Cannon Financial Strategists, Inc.'s Leadership

  • Stylized image of a person
    C. E.
    Chief Operating Officer
    Mobile Phone
  • Stylized image of a person
    H. W.
    Founder
    Mobile Phone
  • Stylized image of a person
    C. P.
    Senior Vice President
    Mobile Phone
  • Stylized image of a person
    T. B.
    Executive Vice President
    Mobile Phone
  • Stylized image of a person
    B. U.
    Director Of Tax Operations, Senior Tax Advisor
    Mobile Phone
  • Stylized image of a person
    L. D.
    Client Advisor
    Mobile Phone
  • Stylized image of a person
    R. W.
    Client Advisor
    Mobile Phone
  • Stylized image of a person
    W. T.
    Financial Strategy Intern
    Mobile Phone

Cannon Financial Strategists, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Community & Social Services
  • Accounting
  • Other
  • Consultant

Contact profiles from Cannon Financial Strategists, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    C. E.
    Chief Operating Officer
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    H. W.
    Founder
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    C. P.
    Senior Vice President
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    T. B.
    Executive Vice President
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    B. U.
    Director Of Tax Operations, Senior Tax Advisor
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    L. D.
    Client Advisor
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    R. W.
    Client Advisor
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    W. T.
    Financial Strategy Intern
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Cannon Financial Strategists, Inc. known for?

Minus sign iconPlus sign iconCannon Financial Strategists, Inc. was founded in 1984 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-706-548-****
. Explore Cannon Financial Strategists, Inc.'s company overview page for more information.

What is Cannon Financial Strategists, Inc.'s most common email format?

Minus sign iconPlus sign iconCannon Financial Strategists, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cannon Financial Strategists, Inc. email formats with LeadIQ.

How many employees does Cannon Financial Strategists, Inc. have currently?

Minus sign iconPlus sign iconCannon Financial Strategists, Inc. has approximately 37 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Cannon Financial Strategists, Inc.'s key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Cannon Financial Strategists, Inc.'s key employees include:

  • Chief Operating Officer: C. E.
  • Founder: H. W.
  • Senior Vice President: C. P.
  • Executive Vice President: T. B.
  • Director Of Tax Operations, Senior Tax Advisor: B. U.

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