BRIAN CUNNING, CFP®, VP/WEALTH ADVISOR

Brian Cunning, CFP, VP/Senior Wealth Advisor

Brian Cunning works with high-net worth individuals and families to develop personalized financial planning and wealth management strategies. He works closely with his clients’ tax and legal advisors to create a cohesive plan in the areas of asset management, tax planning, creditor protection, estate planning, and business succession.

 

Creating customized investment portfolios that aim to preserve, grow, and transfer generational wealth for affluent clients is a major focus of Brian’s practice. Originally from Ohio, Cunning has over a decade of industry experience and holds a CERTIFIED FINANCIAL PLANNERTM designation, as well as FINRA Series 7, 63, and 66 securities registrations through LPL Financial.

 

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