The Cunningham Team
For over 25 years, our team has partnered with individuals, families, and businesses to help simplify complexity and capitalize on opportunities. We’re proud to serve multiple generations of clients and maintain relationships in more than 20 states.
We understand the importance of preserving wealth and honoring the sacrifices made to build it. Our approach is about turning wealth into meaningful goals—whether planning for retirement, managing liquidity, or preparing for the unexpected.
The Cunningham Team is one of the most recognized names in wealth management in our area, and from 2024–2026, we’ve been named to the Forbes Best‑in‑State Wealth Management Teams list. (Published annually in January. Rankings based on data as of March 31 of prior year.)
With the resources of Merrill and Bank of America, we deliver the essence of bringing Wall Street to Bay Street.
Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Our team's number one focus is protecting our clients' lifestyle—whether planning for an aspirational purchase or navigating retirement. In a world of constant change, we've built a disciplined approach to adapt and control the controllable.
We work closely with clients to design, implement, and regularly review customized wealth management plans that pursue personal goals without unnecessary risk. Our investment philosophy is rooted in risk‑adjusted performance and unbiased portfolio selection—chosen for appropriateness, not brand.
By leveraging Merrill's economic forecasts, market insights, and the expertise of leading portfolio managers worldwide, we aim to deliver consistent, prudent returns. This is how Merrill and The Cunningham Team bring Wall Street to Bay Street.
The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., ("Bank of America") and Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S" or "Merrill"), a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").
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.
