Mike Cunningham

About Mike Cunningham

I have paid my way through college and life. That has inspired my admiration of people\'s…

Experience

1. Senior Financial Advisor, Senior Vice President

   Merrill Lynch

   Dec 2003 — Present

   Regardless of a client\'s situation or ambitions, I find that \"planning is everything\" and that getting out in front of their needs is essential to providing superior wealth management. Having worked at Banc of America Investment Services, I am highly skilled and motivated to explore what clients wish to accomplish. In crafting real-world, risk-managed strategies for clients, I weigh their personal and financial objectives that I help clients. On a given day, I\'ll also talk to clients about paying down debt and refinancing, as well as Social Security identify and prioritize. Some clients want to know what\'s required to send children to college, to enjoy the retirement they envision, how to effectively inherit and distribute assets, or purchase a first or second home scenarios, long-term care insurance, Medicare, and family challenges that drive new financial considerations. Additionally, I do everything possible to educate \"the next generation\" in client families, so that wealth and wisdom can be passed along. I love what I do and believe that clients appreciate my efforts.

Education

• James Madison University

  Bachelor's Degree

  1985 — 1989

• Ft Hunt High School

  High School Diploma/GED

  1981 — 1985

Skills

• Investment Management
• Retirement Planning
• Financial Analysis