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William Cunningham Location
Houston, TX, US
William Cunningham Work
1990 -now President @ Woodway Financial Advisors
1981 -1990 Senior Vice President @ Kanaly Trust Company
William Cunningham Education
Bates College of Law, University of Houston
Doctor of Law (J.D.) (Tax & Estate Planning)
1976-1978
Washington & Lee University
Bachelor of Arts (B.A.) (Commerce)
1971-1975
William Cunningham Skills
Retirement Planning
Strategic Financial Planning
Asset Allocation
Investments
Wealth Management
Portfolio Management
Estate Planning
Stocks
Fixed Income
Financial Analysis
Budgets
Public Speaking
Cash Flow
Strategic Planning
Microsoft Excel
William Cunningham Summary
William Cunningham, based in Houston, TX, US, is currently a President at Woodway Financial Advisors. William Cunningham brings experience from previous roles at Kanaly Trust Company. William Cunningham holds a 1976 - 1978 Doctor of Law (J.D.) in Tax & Estate Planning @ Bates College of Law, University of Houston. With a robust skill set that includes Retirement Planning, Strategic Financial Planning, Asset Allocation, Investments, Wealth Management and more. William Cunningham has 1 emails and 2 mobile phone numbers on RocketReach.
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