Cannon Advisors

Philip Gephart is a financial advisor at Cannon Advisors with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Cannon Advisors, he worked at firms including Northwestern Mutual and TIAA-CREF Individual & Institutional Services. Outside of finance, he is the owner and fitness director of Workout Anytime in Camden, SC. Cannon Advisors is a team of five advisors managing approximately $142 million for individual and high-net-worth clients. The firm offers discretionary portfolio management and financial planning using a variety of analytical methods and strategies, including derivatives and short selling, and manages held-away retirement and HSA accounts through third-party platforms to facilitate tax-efficient asset location and rebalancing.

Barbara Bell is a CFP® professional with 12 years of industry experience, currently serving at Cannon Advisors in Charlotte, NC. She has worked with Regulus Advisors, LLC, Bell Divorce Advisors, Inc., and Bell Financial Planning, Inc. Barbara is also a licensed agent for life, health, long-term care, fixed annuity, and disability insurance. Cannon Advisors is an SEC-registered advisory firm with a team of five advisors managing approximately $142 million for individual and high-net-worth clients. The firm offers discretionary portfolio management and financial planning using a range of analytical methods and investment strategies, including long- and short-term trading, margin, short sales, and options.

Michael Boykin is a financial advisor at Cannon Advisors with 10 years of industry experience. He holds a Series 65 credential and has worked at Cannon Advisors since 2017, with prior roles at Regulus Advisors and Cannon Tax & Accounting. Boykin is also a licensed agent for life, fixed annuity, and disability insurance sales. Cannon Advisors is an SEC-registered advisory firm consisting of five advisors who manage approximately $142 million for individual and high-net-worth clients. The firm provides discretionary portfolio management and financial planning, employing a range of analytical methods and investment strategies including the use of derivatives and short selling.

Robert Cannon is a CFP® with 22 years of industry experience, currently serving as an advisor at Cannon Advisors in Charlotte, NC. His prior experience includes roles at Regulus Financial Group, LLC, and Advisory Services Network, LLC. He is also a licensed agent for life, long-term care, fixed annuity, and disability insurance products. Cannon Advisors is an SEC-registered firm with a team of five advisors managing approximately $142 million for individual and high-net-worth clients. The firm offers discretionary portfolio management and financial planning, employing diverse analytical methods and strategies that include long- and short-term trading, margin, short sales, and options.

Jared Mccutcheon is a financial advisor at Cannon Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Funds Distributor, LLC. Cannon Advisors is an SEC-registered firm composed of five advisors managing approximately $142 million for individual and high-net-worth clients. The firm offers discretionary portfolio management and financial planning using a range of analytical methods and strategies, including long- and short-term trading, margin, short sales, and options.