CHARLESTON — Craig Cunningham, First Vice President — Investment Officer, of Wells Fargo Advisors in Charleston, has been recognized as one of “America’s Top Next-Generation Wealth Advisors” by Forbes, according to a press release.
“I’m honored and flattered to be selected as a top 500 Millennial Advisor by Forbes,” said Cunningham. “This award is a byproduct of loving what I do and being surrounded by great people — coworkers, management, and, most importantly, our clients.”
Branch Manager Gary Swearingen added, “I am very proud of Craig achieving this award. It is great to see our local office receiving national recognition. What an honor to see Craig receive this award, and, more importantly, watching Craig putting his clients first, always. “
Cunningham has five years of experience in the financial services industry, is a “Certified Financial Planner,” and has a “Fundamental Choice Portfolio Manager” designation. He holds a B.A. in Economics from DePauw University, where he graduated summa cum laude and was named “Economics Student of the Year” his junior and senior years.
Additionally, Cunningham holds a law degree from the University Of Illinois College Of Law, where he served as a member of the Illinois Law Review and graduated in the top 10 percent of his class. He is a member of the Charleston Rotary Club and serves on the board of the Charleston Carnegie Public Library. He lives in Charleston with his wife, Rachael, and their two sons, Griffin and Max.
The Forbes ranking of America’s Top Next-Generation Wealth Advisors, developed by SHOOK research, is a ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
With $1.6 trillion in client assets as of June 30, Wells Fargo Advisors provides investment advice and guidance to clients through 14,527 full-service financial advisors and 4,271 licensed bankers. This vast network of advisers, one of the nation’s largest, serves investors through locations in all 50 states and the District of Columbia.
Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. All data includes Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, as of June 30. Visit them at www.wellsfargoadvisors.com