Looking toward a new era of growth

This year started strong. Will 2024? Watch experts discuss where the markets and economy could go next and steps you could take now to prepare.

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Looking toward a new era of growth

This year started strong. Will 2024? Watch experts discuss where the markets and economy could go next and steps you could take now to prepare.

Save the date

Merrill Lynch

The Cunningham Team

Wealth Management Group

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Merrill Lynch
Wealth Management

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.

Our Mission

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. We recognize the importance of capital preservation to clients, sensitive to the sacrifices they have made in attaining their wealth. We take the time, to ask hard, smart questions and to listen carefully, then to understand exactly where your wealth stands today, and where you’d like it to be tomorrow. Our wealth management approach is about using wealth to help turn goals into reality.


Investment Philosophy

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 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 and a wholly owned subsidiary of Bank of America Corporation.


Success Through Collaboration

Drawing on the resources of Merrill, our team is adept at harnessing the Firm’s capabilities in a manner that is robust and holistic. Working with a vast spectrum of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and future generations of your family. Our ability to provide access to the investment insights of Merrill and the banking convenience of Bank of America offers a way for clients to manage all of the pieces of their financial lives. 

Individuals and Families

-       Investment Management
-       Wealth management planning
-       Personal Banking and Lending

In addition, we also work with businesses, communities, and organizations

-       Enhancing and optimizing cash while staying within your required risk and liquidity needs
-       Retirement plans
-       Investment management
-       Purchase, sale, merger or transfer of a business

*Banking products and services provided by Bank of America, N.A.


Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Patrick Cunningham

Forbes "Best-in-State Wealth Advisors" 2022 and 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Forbes "Best-in-State Next-Generation Wealth Advisors" 2019, 2022 and 2023
Published annually Aug - Sept. Rankings based on data as of March 31 of current year.

Forbes "Top Next-Generation Wealth Advisors" 2018 and 2020
Published annually Jul. - Sept. Rankings based on data as of March 31 of current year.

Meet the Team

Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

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.

Kimberly Abernethy

Wealth Management Banking Specialist


David Samman

Investment Solutions Group Portfolio Strategist

Bank of America, N.A.

Staying on Track

We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.

Reviews to help you
stay on track

We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.

    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.


    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

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

      Why Merrill?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

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      Transcript of Video 

      No question too big or moment too small
      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.

      The Power of the Right Advisor®
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.