Thank you for taking time to learn more about my practice and me. I am a lifelong resident of Jackson County. I grew up on a small farm – it was an amazing childhood – where I learned work ethic, respect and the value of stewardship which I carry forward into my practice today.
I joined Edward Jones as a financial advisor in May 2012 with a desire is to make a positive difference in the lives of families I serve. My career with Edward Jones is about serving and helping with what’s important to you and your family, your goals and your dreams.
My business has grown, and I feel blessed to work with families, widows and business owners, particularly those who are near, entering or living in retirement. My clients value advice and making the change from growing their nest egg to creating an income that will last a lifetime. My advice includes strategies around how to draw Social Security, tax-advantaged accounts and investments, and helping ensure an efficient transfer of their legacy to their family or their favorite charity.
I strive to make the complex simple so clients feel confident in their strategy. I partner with them to determine their goals, gather information and then design their personalized strategy. By communicating regularly, our partnership helps keep clients on track toward their goals even during uncertain markets.
I enjoy working with families and individuals who are serious about their finances and who appreciate steady proactive guidance. My philosophy is to be diligent and practical, following a thought-out, long-term strategy to help you reach your goals.
Through market ups and downs, I am here for you every step of the way. I partner with you for life to help you stay on track and help you achieve what matters most to you.
If you are looking for a financial advisor who is thoughtful, deliberate, careful and uses an established processes – my team may be perfect for you. Together we serve; let us make a difference for you and your family.
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Divorce Finances
- Wealth Strategies
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
- Animal Rescue
Phone NumberLisa C Cannon at (228) 497-1569
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