Mark Cannon, AWM

Senior Vice President - Branch Director, Portfolio Manager - Portfolio Focus

302-252-9446 | Email |
302-252-9424

Mark’s strength is helping clients by identifying their advisory needs and creating solutions that enable clients to meet their financial goals. He has extensive knowledge in equity and fixed income investments, alternative investment strategies and designing customized portfolios for high net worth individuals and families. A major focus for Mark is helping clients prepare for retirement by working with them on strategies to guide them through their golden years. Mark also provides corporate and executive services to privately and publicly held companies. He adds value to each relationship by listening to each client and designing, executing and maintaining a long-term investment plan customized to match each client’s investment objectives.

Qualifications

Mark has been an advisor for the past 26 years with the majority of time at Deutsche Bank Alex. Brown after spending his early years with Butcher & Singer. He currently holds the Series 7,9,10, 63 and 65 registrations and has earned the Accredited Investment Fiduciary (AIF) designation. Mark has also taken on the role of Branch Director for the Wilmington Branch of RBC.

Mark is a graduate of the University of Delaware and the Security Industry Institute Program at the Wharton School. He works extensively in the community and is either still serving or has served on the following boards: Exceptional Care for Children, The American Heart Association of New Castle County, Hercules Country Club, The Central YMCA and the Early Stage East Venture Fair. Mark has also coached companies for the Mid-Atlantic Venture Fair and the Investors Choice East Conference.

Personal

Mark and wife, Patricia, have three children, Shay, Garrett, and Chad. Mark is very active in their lives coaching football, baseball, basketball and lacrosse. In his free time he enjoys exercising, gardening and spending time outdoors.

Working for you

Mark Cannon offers extensive professional experience in helping our clients achieve their financial goals.

We view regular communications with clients as an essential part of an effective advisor relationship. We are in contact with clients frequently to discuss performance, changes in forecast expectations and resulting portfolio strategies. We believe an ongoing dialogue will help to produce and maintain an investment strategy that is consistent with each client’s goals and objectives.

We look forward to working with you.

 

 

Matthew Simpson

Senior Registered Client Associate

302-252-9445 | Email

Matthew's specialty is customer relations and operations. He has 14 years of experience in the financial services industry providing leverage for the Financial Advisor and other front office partners in order to help our clients to achieve their financial goals. Matthew has experience in operations roles ranging from portfolio administration, compliance and client services. Matthew currently holds the FINRA licenses Series 7 and 66. 

Personal

Matthew has a BS in Finance from Wilmington University and an AS in Criminal Justice from Delaware Technical and Community College. In his personal time Matthew enjoys spending time with his wife Stephanie and their daughter, Tiphanie. They enjoy trips to Walt Disney World and relaxing at the beach. Matthew and Stephanie are avid collectors of Disneyana.