Joseph Lyons
Associate Financial Advisor at Cannon Financial Strategists, Inc
Based in Athens, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Athens
Industry
Financial Services
Company size
37
Contact information
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j•••••••@cannonfinancialstrategists.com
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Background
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 $1.4B Some 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 josephalyons02@gmail.com
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