STEVEN MCCANN
As an Edward Jones financial advisor, I feel it is important for you, as my client, to be heard. Whether you are just getting started saving and investing or already living in retirement, I can help you become confident in your financial future and give that comfort you deserve.
Not only do I work with individuals and families, but I also work with small businesses to help them understand what they are trying to accomplish and help get them on the right path to get there. I want to understand and develop a strategy with my clients so they are comfortable with their investments to accomplish their goals, both short- and long-term.
My clients value my ability to simplify complex strategies into an actionable strategy. They appreciate that I am open, transparent and easy to talk with. When I am working with you and your family, you can rely on me to help you:
• Create a personalized financial strategy tailored to your family
• Identify risks you may be overlooking and help put asset protection strategies in place
• Create, monitor and, when necessary, rebalance your various investment accounts
• Navigate through market cycles to help you stay on track
• Modify your strategy as your family situation changes or as economic conditions evolve
• Provide a comprehensive financial plan if you have comprehensive planning needs
I have clients all over the country, but I grew up in Plano and graduated from Texas Tech University. I know the importance of saving and growing finances while balancing life and making memories with my family. I enjoy spending time with my wife, Melissa, and our two kids on the lake, traveling and watching the kids play sports. I coach my son's football team, and my daughter plays soccer and is a middle school cheerleader. I also serve in a leadership role at Edward Jones as a performance team level leader.
My office is conveniently located in Frisco, close to Plano and The Colony as a few examples. Give my office a call, and let's see how I and my branch office administrator, Amy Duckworth, can help you!
We look forward to talking to you soon!
At your service,
Brett McCann
As an Edward Jones financial advisor, I feel it is important for you, as my client, to be heard. Whether you are just getting started saving and investing or already living in retirement, I can help you become confident in your financial future and give that comfort you deserve.
Not only do I work with individuals and families, but I also work with small businesses to help them understand what they are trying to accomplish and help get them on the right path to get there. I want to understand and develop a strategy with my clients so they are comfortable with their investments to accomplish their goals, both short- and long-term.
My clients value my ability to simplify complex strategies into an actionable strategy. They appreciate that I am open, transparent and easy to talk with. When I am working with you and your family, you can rely on me to help you:
• Create a personalized financial strategy tailored to your family
• Identify risks you may be overlooking and help put asset protection strategies in place
• Create, monitor and, when necessary, rebalance your various investment accounts
• Navigate through market cycles to help you stay on track
• Modify your strategy as your family situation changes or as economic conditions evolve
• Provide a comprehensive financial plan if you have comprehensive planning needs
I have clients all over the country, but I grew up in Plano and graduated from Texas Tech University. I know the importance of saving and growing finances while balancing life and making memories with my family. I enjoy spending time with my wife, Melissa, and our two kids on the lake, traveling and watching the kids play sports. I coach my son's football team, and my daughter plays soccer and is a middle school cheerleader. I also serve in a leadership role at Edward Jones as a performance team level leader.
My office is conveniently located in Frisco, close to Plano and The Colony as a few examples. Give my office a call, and let's see how I and my branch office administrator, Amy Duckworth, can help you!
We look forward to talking to you soon!
At your service,
Brett McCann
, hs_object_source_label=AUTOMATION_PLATFORM, url_slug=steven-mccann, profile_name=Steven McCann 85, lname=McCann, hs_object_source_id=enrollmentId:2514395833962;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20APRIL%202026/MCCANN-STEVEN-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-2026-APRIL.pdf, hs_createdate=1778252798244, cohortium_profile_title=Steven McCann | Financial Advisor at Edward Jones | CEPA Connect Member, state=Texas, id=54490418844, designations__text_=CEPA, advisor_type=Financial Advisor, member_profile_approval_flag=false, custom_page_title=Exit Planning Institute - Find a CEPA | Steven McCann, email=steven.mccann@edwardjones.com, cohortium_meta_description=Connect with Steven McCann, a specialized Financial Advisor working with Edward Jones based in Texas. Credentials include: CEPA., associated_contact_record_id=198834925426, website=https://www.edwardjones.com/us-en/financial-advisor/steven-mccann, contact_is_part_of_listsegment_cepa_connect_access=true, cepa_connect_profile_created=1778597392434, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20APRIL%202026/12003_McCann_CEPA-Certificate-2026-April.pdf, pending_profile_information=, is_editable=editable, url_slug_2=steven-mccann, user_profile_updates_pending_epi_team_review=false, impersonate_user_url=https://exit-planning-institute.org/member-detail/steven-mccann?impersonation=true, full_name=Steven McCann, hs_lastmodifieddate=1778784813230, phone=9723353087, company_name=Edward Jones, name=Steven, hs_object_id=54490418844, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=75034, username=stevenmccannedwardjones, status=Published, hs_updated_by_user_id=90528356}- Advisor Type: Financial Advisor
- Website:
https://www.edwardjones.com/us-en/financial-advisor/steven-mccann - Phone: 9723353087
- City: Frisco
- State: Texas
- Postal Code: 75034
- Country: United States
- Designations: CEPA
- Markets Served:
- Company Name: Edward Jones
STEVEN MCCANN

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 Webinar Series

2025 Webinar Series
.png)
2026 Webinar Series

5-4-3-2-1 Whitepaper

5-4-3-2-1 Whitepaper

A Look Inside The Unique World of Value Creation Whitepaper

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

Case Study: CEPA and M&A

Case Study: How to Strategically Build Transferrable Value

Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

Case Study: The Value of Transitioning a Business to its Employees

Case Study: Value Acceleration

CEPA Development Scorecard

CEPA: 2024 APR | Online

CEPA: 2024 AUG | Online

CEPA: 2024 FEB | Online

CEPA: 2024 JAN | Online

CEPA: 2024 JUL | Online

CEPA: 2024 JUN | Online

CEPA: 2024 MAR | Online

CEPA: 2024 MAY | Online

CEPA: 2024 OCT | Online

CEPA: 2024 SEP | Online

Chapter Logos

Confidential Estate Planning Form

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

Sample Personal Contingency Plan

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)


