Joseph Lyons
Associate Financial Advisor @Cannon Financial Strategists // I Monitor & Alter Complex Investment Portfolios
- Role
- Associate Financial Advisor at Cannon Financial Strategists, Inc.
- Location
- Athens, GA, US
- LinkedIn followers
- 500 followers
About Joseph Lyons
I’m a financial advisor with a combined 3 years of professional experience and recently passed the CFP® exam during the March 2025 exam cycle. During my time in financial planning and finance management, I have helped rebalance and maintain portfolios for over 900 households and a combined AUM of $1.4BSome examples include:• As an associate financial advisor at Cannon Financial Strategists, I worked on a dedicated rebalance team to efficiently allocate $1M+ daily as part of our ongoing rebalance operations.• At Cannon, I attended several client meetings to provide insight and help implement aspects of our financial planning recommendations.I get excited about opportunities to work with clients and enjoy evaluating each unique situation in a way that will produce tangible goals and a clear path forward.I love connecting with new people. You can reach me at j••••••••@gmail.com
Experience
Associate Financial Advisor
Cannon Financial Strategists, Inc.
Sep 2024 — Present · Athens, GA, US
Education
University of Georgia Financial Planning
Bachelor of Science - BS, Financial Planning
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