Will Cunningham, CFP

Senior Client Relationship Advisor and Registered Representative
Will works with clients to help develop a fund mix catered to their financial goals. Born and raised in New York, Will is a big fan of New York sports, especially the Rangers, Yankees and Jets. He has FINRA securities licenses Series 7 (General Securities Representative Exam), Series 63 (Uniform Securities Agent State Law Exam) and Series 65 (Investment Advisor Representative Exam).

He received a BA from James Madison University and majored in political science. Will is a Certified Financial Planner.