Lisa Dunlavy

Client Advisor at Cannon Financial Institute

Role: Client Advisor at Cannon Financial Institute
Location: Athens, GA, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

Experience

Client Advisor
Cannon Financial Institute
Sep 2006 — Present · Athens, GA, US

Skills

Securities
Investments
Financial Planning
Asset Management
Strategic Financial Planning
Retirement Planning
Estate Planning
Financial Analysis
Series 7
Financial Services
Retirement
Finance
Banking
Risk Management
Wealth Management

Contact information

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Work email
l•••••••@cannonfinancial.com
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

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Current company

Cannon Financial Institute

Professional Training and Coaching · 64 employees · Founded 1961 · Athens, Georgia, United States

We solve problems and develop problem solvers. We believe, as do our clients, that everyone deserves sound advice and exceptional service. To that end, we provide education and council which takes the complexities of financial services and simplifies them into scalable, repeatable solutions. We are industry leaders with a network of resources dedicated to the pursuit and distribution of knowledge, wisdom, and a connected community.

cannonfinancial.com

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