Cannon Wealth Management Services

Joseph Perkins is a financial advisor at Cannon Wealth Management Services with nine years of industry experience. He holds a Series 66 designation and has worked at Cannon & Company, LLP since 2016, where he is involved in partner and client relationship management as well as staff and administrative duties at a full-service accounting firm. Perkins also has experience as a registered representative monitoring investment portfolios. Cannon Wealth Management Services offers personalized financial planning and investment management to individuals, families, trusts, estates, private foundations, and qualified retirement plans. The firm employs a client-specific investment approach focused on long-term strategies using diversified assets, including mutual funds, ETFs, individual equities, and alternative investments.

Matthew Hearn is a CFP® professional with 21 years of industry experience, currently serving at Cannon Wealth Management Services. His prior roles include positions at LPL Financial LLC and Private Client Services, LLC. Outside of his advisory work, he is president of Method To My Money, Inc., an organization focused on faith-based financial education through classes, written and recorded materials, and one-on-one counseling. Cannon Wealth Management Services provides personalized financial planning and investment management to individuals, families, family offices, trusts, estates, and qualified retirement plans. The firm employs a client-specific approach that incorporates tax considerations and risk tolerance, utilizing diversified strategies including mutual funds, ETFs, individual equities, and alternative investments.

Raymond Wilcox Jr. is a financial advisor and owner at Cannon Wealth Management Services with 23 years of industry experience. He has previously worked at LPL Financial and Invest Financial Corporation. Outside of his advisory role, he serves as president of the Stratford Rotary Club in Winston-Salem, NC. Cannon Wealth Management Services provides personalized financial planning and investment management to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs a client-specific approach that integrates fundamental research and diversified strategies across various asset classes, with both discretionary and non-discretionary services.

William Amburn is a financial advisor at Cannon Wealth Management Services with 23 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Private Client Services, LLC. Amburn is also a partner at Cannon & Company, LLP, a CPA firm. Cannon Wealth Management Services offers personalized financial planning and investment management to individuals, families, trusts, and qualified retirement plans, emphasizing a client-specific approach that incorporates tax considerations and risk tolerance through diversified strategies.

Adam Mcmillian is a financial advisor at Cannon Wealth Management Services with two years of industry experience. He holds a Series 66 designation and has worked at Cannon Wealth Management since 2022. Prior to his advisory career, he was involved in tree services and hospitality. Adam serves on the board of directors for Stokes United, an organization that raises funds to support local nonprofits. Cannon Wealth Management Services provides personalized financial planning and investment management to individuals, families, trusts, and qualified retirement plans. The firm’s investment approach combines client-specific financial analysis with diversified strategies including mutual funds, ETFs, and alternative investments, emphasizing a generally long-term perspective.