When working with Kieran Cannon, the goal is more than just growing wealth—it’s about using financial resources to create a meaningful, secure, and fulfilling life. Kieran believes that financial success isn’t just about accumulating assets but leveraging them to build opportunities, pursue passions, and secure a lasting legacy. His approach focuses on balance—between smart financial planning and enjoying life today, helping to ensure that clients feel confident about their future while making the most of the present.
What Makes Kieran Different?
A One-Stop Financial Resource– I provide a holistic, all-in-one advisory experience tailored to each client’s unique needs. Whether it’s cash management, customized credit solutions, tax-efficient strategies, estate planning services, or trust services, every financial decision is made with a clear, strategic plan in mind.
A Disciplined and Personalized Approach – Every client receives a customized financial roadmap designed to align with their aspirations. Regular check-ins help to ensure that plans stay on track, adapting as life and goals evolve.
Access to Top-Tier Resources – Leveraging Bank of America’s Global institutional research, investment platform, and financial tools, Sam provides access to cutting edge financial strategies that help them anticipate and prepare for the next opportunity or challenge.
Whether you’re looking to build your business, secure your financial future, or plan your legacy, Kieran Cannon seeks to be your trusted advisor, helping you move forward with confidence and clarity.
*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
*Extel, formerly Institutional Investor Research, announced BofA Global Research as one of the Top Global Research Firms in 2024 based on surveys held throughout the year. Extel creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals. The 2024 Global Research Leaders ranking lists sell-side research providers by the combined total number of positions earned across Extel’s 2024 research team surveys. Results of each survey are published separately throughout the year, beginning in March 2024 with the Japan Research Team and concluding in December 2024 with the Global Fixed Income Research Team. Rankings for each poll are determined strictly by using numerical scores. Extel takes the number of votes awarded to each firm in a sector and weight it in relation to the size of the institution responding and rating it awarded. Firms are designated runners-up when their scores fall within 35 percent of the third-place scores. BofA Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Rankings and recognition from Extel are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.
I believe that financial success can be achieved when you're able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you're planning your retirement, saving to buy a home or funding a child's education, the process begins by getting to know you and how you feel about the following:
Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.
Investing involves risk. There is always the potential of losing money when you invest in securities.
This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
