PROVIDING CUSTOMIZED SERVICES

FOR DISCERNING CLIENTS

Mike Kanner

President

John Jennings

Financial Advisor

Emily Smith

Director of Client Services

Norman Wells

 Financial Advisor

Garrick Cashatt

Financial Advisor

Keith Lambert

Relationship Manager

EMILY SMITH

Director of Client Services, The Kanner Group | Operations Manager, RJFS

Emily Smith is The Director of Client Services & Operations Manager of our Team. Emily oversees all day-to-day operations in our office and is widely known as the “backbone” of the Kanner Group. Emily’s experience in the financial services industry and extensive knowledge of the many unique financial nuances our clients encounter on a daily basis make her an incredible asset for our team and our clients. Emily is the epitome of hard work and is one of the primary reasons the Kanner Group can deliver the white glove, first class service our clients have come to expect.

Following a career in banking, Emily transitioned to the securities industry in 2014 at Morgan Stanley. In 2019, Emily moved with the team to Raymond James. She received her degree in Business Administration from Indian River State College and holds Series 7, Series 66, Series 9 & Series 10 registrations. Additionally, she is a notary public and holds an insurance license to service Life Insurance & Annuities.

Born and raised in Vero Beach, Emily still resides locally today with her husband, Adam. Together they enjoy Florida living and spending time with family and friends.

EMILY SMITH

Director of Client Services, The Kanner Group | Operations Manager, RJFS

Emily Smith is The Director of Client Services & Operations Manager of our Team. Emily oversees all day-to-day operations in our office and is widely known as the “backbone” of the Kanner Group. Emily’s experience in the financial services industry and extensive knowledge of the many unique financial nuances our clients encounter on a daily basis make her an incredible asset for our team and our clients. Emily is the epitome of hard work and is one of the primary reasons the Kanner Group can deliver the white glove, first class service our clients have come to expect.

Following a career in banking, Emily transitioned to the securities industry in 2014 at Morgan Stanley. In 2019, Emily moved with the team to Raymond James. She received her degree in Business Administration from Indian River State College and holds Series 7, Series 66, Series 9 & Series 10 registrations. Additionally, she is a notary public and holds an insurance license to service Life Insurance & Annuities.

Born and raised in Vero Beach, Emily still resides locally today with her husband, Adam. Together they enjoy Florida living and spending time with family and friends.

Mike Kanner

President

John Jennings

Financial Advisor

Emily Smith

Director of Client Services

Norman Wells

 Financial Advisor

Garrick Cashatt

Financial Advisor

Keith Lambert

Relationship Manager