Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Eugene Cunningham - Senior Vice President, Wealth Management Advisor
Gene is a Senior Vice President and Wealth Management Advisor in Merrill's University Town Center office in San Diego, California. 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 Lynch 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.
*CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
I am very proud to serve on the Board of Directors of the Physician Advocates for Veterans (www.pave4vets.org). PAVE provides our military veterans with a one-on-one counseling relationship with a volunteer retired physician in order to improve healthcare outcomes. Most physicians are experienced at helping their family and friends understand their medical options. PAVE now extends that help to veterans. Physician advocates help the veteran learn more about their condition, improve their understanding of what their healthcare provider tells them about their condition and treatment options, prepares them for their appointments with their doctor, and helps them become more knowledgeable about how the healthcare system works. There is no cost for our services and our advocates stay with their veterans as long as they are needed. We strongly believe that a medically informed and knowledgeable veteran is a more empowered healthcare consumer.
Personalized advice, disciplined investing and ongoing review can make this a reality.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill's asset aggregation tool
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.