Broker Check

Robert J. Cannella Wealth Advisor, LPL Registered Principal

Robert J. Cannella has resided in South Florida since 1976 and has over 24 years of experience as a financial advisor while working with some of Wall Street's most prestigious firms. Mr. Cannella has received numerous awards for his service and dedication to his clients.

Mr. Cannella is currently registered/practicing in 15 states and holds the following securities/insurance licenses (Securities licenses held with LPL Financial):

  • General Securities Principal 
  • General Securities Representative
  • Investment Advisor Representative
  • Life Insurance
  • Health Insurance
  • Variable Annuities

Mr. Cannella's practice focuses on the following:

  • Comprehensive Independent Investment Advice
  • Private Client Wealth Management  Private Client Brochure
  • Portfolio Management
  • Wealth Preservation
  • Growth and Income Strategies
  • Professionally Managed Accounts: Equities, Fixed Income, and Alternatives
  • Municipal Bonds
  • Corporate Bonds
  • Convertible Bonds
  • Variable Annuities
  • Insurance
  • Wealth and Financial Planning
  • Estate/Tax Planning Strategies
  • Risk Management

Mr. Cannella has formed very close personal relationships with the many clients he advises, which Mr. Cannella feels genuinely enhances the unique dynamics of his clients' needs.

Mr. Cannella believes in thoroughly educating his clients about the many facets of the investments/plans he advocates, while ensuring they accurately reflect the client's goals prior to implementation.

Mr. Cannella has privately met with and advised a Top-Ranking U.S. Government Enforcement Official regarding financial services industry regulation.

Mr. Cannella was asked to testify on Capitol Hill regarding important securities legislation.

Mr. Cannella has a business/financial background in Ophthalmology spanning over a decade, having taught courses at the largest International and National Ophthalmic Symposiums.

Mr. Cannella is a published author and consults in the business of Ophthalmology when time permits.

Mr. Cannella holds three United States Patents in automotive safety technology.

Mr. Cannella studied two years of Aerospace Technology flying both rotorcraft and fixed wing aircraft before pursuing a business major.

Mr. Cannella has been an advocate for Law Enforcement as a member of the Fraternal Order of Police Lodge 31 since 1988 and is a member in good standing to this day.

Robert and his wife Tricia reside in Naples and Fort Lauderdale Florida where they enjoy the outdoors and spending time with family and close friends.

LPL Private Client

Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.

Learn more