Mike Kanner ’02 is recognized for his financial advising experience and approach to working with his clients.
Mike Kanner ’02, CRPS, president of The Kanner Group LLC and financial advisor at Raymond James Financial Services, has been named one of “America’s Best-in-State” financial advisors by Forbes.
The 2021 Best-In-State Wealth Advisors list spotlights more than 5,000 advisors, nominated by their firms and then researched, interviewed and assigned a ranking by SHOOK Research.
The ranking is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data.
“Our Top Advisor and Top Women Advisor rankings are published annually, but they don’t tell the whole story, most of these advisors are concentrated around the bigger markets such as New York and San Francisco,” wrote R.J. Shook, senior contributor, in the Feb. 11 “Forbes Best-In-State Wealth Advisors Methodology 2021” article. “We’ve uncovered great advisors in all markets – South Carolina, Oklahoma, and other states with smaller concentrations of wealth. It is our belief clients are oftentimes better served by local representation.”
Kanner graduated from Elon in 2002 with a degree in economics. While in college, the Business Fellow interned with the investment management firm Legg Mason Wood Walker and traveled throughout Europe to study the economic impact of the transition from independent currencies into the Euro.
After graduation, Kanner began his career with Edward Jones Investments where he entered a two-year broker training program. After completing the program, he worked as a financial advisor with Edward Jones in Vero Beach, Florida. Seven years later, Kanner joined Morgan Stanley, where he co-founded the Leyda Kanner Group. In 2019, he joined Raymond James.