The Cunningham Team

Merrill Lynch Wealth Management
700 Bay St
Beaufort, SC 29902
(843) 524-6672
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The Cunningham Team
Merrill Lynch Wealth Management
Welcome

A multi-generation team, created to help optimize, simplify, and automate ones financial life to pursue what’s important to them. The Cunningham Team provides white-glove client service paired with the access and global resources of Merrill to give our clients the highest level of personalized service and care they deserve.

Recognition
Patrick Cunningham
Senior Vice President, Senior Financial Advisor
Forbes "America's Top Next-Generation Wealth Advisors", 2018, 2020
(Published annually July – Sept. Rankings based on data as of March 31 of current year.)
Forbes "Best-in-State Next Generation Wealth Advisors", 2019, 2022-2023
(Published annually Aug – Sept. Rankings based on data as of March 31 of current year.)
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
The Cunningham Team
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
Team Overview

For over 25 years, our team has worked closely with individuals, families, and businesses, helping them streamline the complexities and capitalize on the opportunities of wealth. Our team has been fortunate to be able to work with multiple generations of clients and is one of the primary sources of having clients in over 20 states.

We recognize the importance of capital preservation to clients, sensitive to the sacrifices they have made in attaining their wealth. Our wealth management approach is about using wealth to help turn goals into reality.

The Cunningham Team is one of the most recognized names in Wealth Management in the area, and with the resources of Merrill and Bank of America, we are the essence of bringing access of Wall Street to Bay Street. In 2024, Our team was named to the Forbes "Best-in-State Wealth Management Teams" list (Published on January 9, 2024. Rankings based on data as of March 31 2023.***)

Meet Our Team
Patrick Cunningham
Senior Vice President, Senior Financial Advisor
843.524.6672
Samuel Keeler
Financial Advisor
843.322.3283
Jack R Cunningham
Senior Vice President, Senior Consultant
The Cunningham Team Team Photo
Leah Ann Kutil
Registered Wealth Management Client Associate
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.
David Samman
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Kimberly Abernethy
Wealth Management Banking Specialist
Merrill
Rhonda S Brooks
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #589225
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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