Will Cunningham CFP®, CFF
Will offers clients years of financial services, investment guidance and individualized planning experience. Will uses our Milestone™ planning process to assist clients in achieving their financial goals. Prior to joining Corbett Road, Will worked as a Client Relationship Advisor for a mutual fund company. While there, he provided retirement planning services to their high net asset clients. Will earned a Bachelor of Arts from James Madison University and is a Certified Financial Planner™ and Certified Financial Fiduciary®. He holds FINA Series 7, Series 63, and Series 65 licenses.