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.
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.
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.