Martha Cannady

Martha joined Merrill Lynch Wealth Management in 2018 with 28 years of financial services experience. She was previously employed at Morgan Stanley from 1995-2008 where she served as not only a Vice President but as Assistant Branch Manager of the Long Beach Branch. The lessons she has learned during her long tenure in the industry have proven invaluable in guiding clients through today’s complex, ever-changing investment environment. Her goal is to empower her clients to create the lives that they envision for themselves, their families, and their communities.

Taking the time to understand her client’s needs, wants, and challenges, Martha derives great satisfaction in helping them achieve their life’s goals and fulfilling their dreams.

Martha’s caring, and empathetic personality helps put clients at ease, earning their trust to help guide them in their financial endeavors which in turn allows them to lead their best life. 

Martha earned her bachelor’s degree in Business Administration with an emphasis in Finance from California State University in Fullerton. She is a CERTIFIED FINANCIAL PLANNER^™, CFP^® professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc., holds the Certified Plan Fiduciary Advisor, CPFA^TM designation, and is a member of the National Association of Plan Advisors. Martha is also a Portfolio Manager in the firm's Investment Advisory Program. Martha previously taught Successful Money Management classes at local Community Colleges such as Orange Coast, Rancho Santiago, Fullerton and Cerritos College. 

Martha and her husband, Bruce, live in Cypress, California, and have two daughters, Katrina and McKenna. She is an Executive Board Member of Alzheimer’s Orange County and a Commerce Board Member for the Orange County Hispanic Chamber of Commerce. Fluent in Spanish, Martha enjoys cooking, skiing, hiking and traveling. 


*A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis her own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.