Dawn M. Cannon

Chief Compliance Officer, Controller & Tax Specialist at Bragg Financial Advisors, Inc.

Dawn M. Cannon

Dawn M. Cannon

Chief Compliance Officer, Controller & Tax Specialist at Bragg Financial Advisors, Inc.

Biography

Dawn M. Cannon

Chief Compliance Officer; Controller; Tax Specialist

Dawn is Chief Compliance Officer and Controller for Bragg Financial Advisors. She assists our clients in tax planning, handles our daily accounting, and works to keep us compliant with all securities laws and regulations. Dawn joined Bragg Financial Advisors in 2001 as our controller. She previously worked as a senior accountant at the accounting firm of Hitchner, Whitt & Co.

Originally from Buffalo, New York, Dawn is a 1991 cum laude graduate of the State University of New York at Buffalo. Dawn earned her CPA designation in 1996 and is a member of the North Carolina Association of Certified Public Accountants and the American Institute of Certified Public Accountants.

Dawn is married and has three children including one in college. As part of her responsibilities at Bragg Financial Advisors, Dawn administers a college scholarship fund. Dawn is a member of St. Matthews Catholic Church and enjoys watching her daughters in their various sporting events in her free time. Dawn also serves as a volunteer for her daughter's high school field hockey team.

Dawn M. Cannon is a Registered Principal with Queens Road Securities, LLC Member FINRA/SIPC.

Overview
RelSci Relationships

17

Relationships
RelSci Relationships are individuals Dawn M. Cannon likely has professional access to. A relationship does not necessarily indicate a personal connection.

Founder at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

President at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Chief Operations Officer at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Portfolio Manager & Member of Investment Committee at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Portfolio Manager at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Editor In Charge at Mergent, Inc.

Relationship likelihood: Strong

Client Experience Officer at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Director of Planning & Client Advisor at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Vice President, Retirement, Estate & Charitable Planning at Bragg Financial Advisors, Inc.

Relationship likelihood: Average

Client Advisor at Bragg Financial Advisors, Inc.

Relationship likelihood: Average

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Dawn M. Cannon
Chief Compliance Officer, Controller & Tax Specialist at Bragg Financial Advisors, Inc.
Education
Attendee
Class of 1991

University at Buffalo, The State University of New York, also commonly known as the University of Buffalo (abbreviated UB), University of Buffalo or SUNY Buffalo, is a public research university with multiple campuses located in Buffalo and Amherst, New York, United States. The university was founded in 1846 as a private college, but in 1962 was absorbed into the State University of New York (SUNY) system. By enrollment, UB is the largest of SUNY's four comprehensive university centers, and also the largest public university in the northeastern United States (comprising New York state and the New England region). In addition, by either endowment or research funding, UB is also the largest one of SUNY's four comprehensive flagship university centers.

Attendee

The State University of New York is the largest comprehensive university system in the United States, educating approximately 468,000 students in more than 7,500 degree and certificate programs, and more than 1.8 million NYS citizens in professional development and personal enrichment programs, on 64 college and university campuses. There are nearly 3 million SUNY alumni worldwide.

Memberships
Member

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Member

NCACPA has grown tremendously since its inception in 1919, from a mere 20 founding members to more than 13,000 today. For the past 90 years, providing superior member service has been the primary objective for the association. With strategic guidance from the board of directors, committees, and chapters, NCACPA has been successful in serving North Carolina’s CPAs, regardless of their area of accounting or professional climate. The association’s leaders and staff are dedicated to monitoring changes within the profession and ensuring members have the resources they need.

Career History
Chief Compliance Officer, Controller & Tax Specialist
Current

Bragg Financial Advisors' investment approach emphasizes diversification, long-term holding periods and fundamental analysis. the firm seeks to achieve superior risk-adjusted returns through investments in portfolios comprised of stocks, bonds and mutual funds. Investment strategies and target portfolio allocations are developed by the financial investment policy committee. This committee, made up of analysts and portfolio managers, analyzes each security considered for inclusion in a portfolio. Portfolios are managed individually according each client's written investment policy statement. Assets within portfolios are allocated to meet each client's risk tolerance, tax circumstances and liquidity needs.

Senior Accountant
Prior
Other Affiliations

Dawn M. Cannon is affiliated with Bragg Financial Advisors, Inc., Hitchner Whitt & CO PA

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Dawn M. Cannon. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Dawn M. Cannon's profile does not indicate a business or promotional relationship of any kind between RelSci and Dawn M. Cannon.