The Cunningham Team

Whether it be working towards an aspirational purchase, or up to, and through retirement – our team's number one focus is to protect our clients lifestyle. In a world and industry of everchanging and unexpected hurdles, we have consistently adapted, evolved, and refined our approach in the pursuit of doing everything we can to control the controllable.

The main role of the financial advisors on our team is client interaction, and to be able to be there when our clients need us. We will help you design, implement, and regularly review a customized wealth management plan that helps you and your family pursue your personal financial goals without taking on unnecessary investment risk. We are relentless in our focus on risk-adjusted performance relative to a client's long-term goals.

We feel that portfolio management should be chosen unbiasedly of brand and strictly on appropriateness for the client. Working with a team of specialists, we draw upon Merrill's economic forecasts and market projections, as well as thought leadership from third-party sources, to inform our outlook and stay abreast of evolving market conditions. With access to both our global financial institution and the preeminent portfolio managers across the globe, we seek to identifying those that we believe can deliver consistent and prudent returns. In our eyes, this is the true meaning of how Merrill and The Cunningham Team brings "Wall Street to Main 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.