Gene Cunningham
,

Senior Vice President, Wealth Management Advisor

12830 El Camino Real
San Diego, CA 92130
858.677.1360
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Eugene Cunningham - Senior Vice President, Wealth Management Advisor
Gene is a Senior Vice President and Wealth Management Advisor in Merrill's Del Mar, California office. He creates portfolios for individuals, businesses, and tax-exempt organizations that do not have the time, talent, or temperament to manage their own investments on a day-to-day basis. Gene focuses on providing confidential wealth management services to a limited number of individuals, families, and organizations of substantial wealth. He employs a consistent, disciplined, coordinated approach which focuses on clients’ long-term and short-term needs while removing the emotional element which can negatively impact the decision-making process. Gene helps clients make more informed decisions about the growth and preservation of their assets and estate while at the same time simplifying their lives. He recognizes that while investment markets are unpredictable, the qualities of trust, integrity, and superior client service are the foundation for outstanding long-term relationships.

Beginning his career as a Financial Advisor with Merrill Lynch Wealth Management in April of 1988, Gene is a CERTIFIED FINANCIAL PLANNER professional. He completed coursework at the Donald T. Regan School of Advanced Financial Management and is a frequent lecturer to other Merrill Financial Advisors throughout southern California in recognition of his client focus, performance, and integrity. Prior to Merrill he served as an officer in the United States Marine Corps.

Gene received his B.S. in Business Administration from Villanova University in 1984. He and his wife Mary and their children Patrick and Claire reside in San Diego.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Carina Porterfield
Registered Senior Wealth Management Client Associate
858.677.1319
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Vinh Tran
Wealth Management Banking Specialist
Merrill
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Eugene Cunningham is registered to do business in AZ, CA, CO, CT, FL, MA, MD, MI, NC, NJ, NV, NY, PA, TX, WA.