Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
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.
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.
The Cunningham Team
Wealth Management GroupLearn more about an advisor's background on
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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.
The Cunningham Team
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.
*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.
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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.
Recognition
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
Merrill
David Samman
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
#DigitalMerrill
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.
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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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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.
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