Katie Cannon

Katie Cannon has been serving the financial needs of her clients for more than six years. She strives to develop long-term relationships with her clients with the objective of understanding their goals and providing viable strategies for every element of the wealth management equation.

As your financial advisor, Katie takes a comprehensive approach to addressing your financial needs. After getting to know you and coming to fully understand your investment objectives and risk tolerance, she works closely with you to develop a customized financial plan designed to pursue your long-term financial objectives.

Katie’s planning-based approach is designed to help you meet current financial needs while working toward future goals, mitigate tax liabilities and address estate issues, get better control of discretionary expenses, and pursue your long-term financial goals.

With the support of the experienced professionals at Raymond James, Katie works diligently to help you develop both your personal financial plan and a detailed investment strategy. Raymond James’ extensive resources, which are at her disposal, include specialists in financial planning, estate and tax planning, wealth building, retirement planning, college funding and more.

Originally from High Point, North Carolina, Katie graduated from East Carolina University with a degree in political science. Prior to joining Raymond James in 2023, Katie worked for PNC Investments for six years. Away from the office, Katie enjoys traveling with her husband, Tyler, and two children, Ryleigh and Hendrix.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.