Managing Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director
Phone:
(408) 947-2216(408) 947-2216
Cunningham Jarrell Group at Morgan Stanley
Direct:
(408) 947-2200(408) 947-2200
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story and Services
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Clients
We help people just like you, in various stages of life.
We understand that your specific circumstances may require unique solutions. No problem: we’ll work with you individually to develop detailed wealth plans and thoughtful strategies.
We understand that your specific circumstances may require unique solutions. No problem: we’ll work with you individually to develop detailed wealth plans and thoughtful strategies.
Our clients include:
- Business Owners (including family businesses)
- Corporate executives
- High net worth young investors
- Mid-career professionals and their families
- Nonprofit organizations
- Seniors near or in retirement
Location
225 W Santa Clara St
Suite 900
San Jose, CA 95113
US
Direct:
(408) 947-2200(408) 947-2200
Meet Cunningham Jarrell Group
Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager, Financial Planning Specialist, Workplace Advisor – Equity Compensation, Financial Wellness, Retirement
Phone:
(408) 947-2241(408) 947-2241
Leslie Figone
Portfolio Associate, Financial Planning Specialist
Phone:
(408) 947-2264(408) 947-2264
Mary Keller
Ser. Registered Client Service Associate
Phone:
(408) 947-3731(408) 947-3731
About Philip J. Cunningham
Phil is an Managing Director and Senior Portfolio Manager Director at Morgan Stanley. He has been with the firm for over 30 years and his primary focus is to make a positive impact on his clients’ lives.
Phil takes a personal and custom approach to wealth management. His clients are financially successful individuals, multi-generational families, and business owners. He has extensive experience managing discretionary -equity based portfolios, designing and implementing both taxable and tax free income portfolios, and integrating complex executive compensation and stock options strategy. His goal based approach always starts first with a personalized financial plan and is followed by an investment strategy framework that is custom to a client’s objectives.
His path first began in 1990 as an intern in the London office of Shearson Lehmann Hutton (a Morgan Stanley predecessor firm). After graduating from California State University, Chico with a Bachelor of Science degree in Finance, he began his financial advisory career in the San Francisco Bay Area. He lives in the South Bay with his wife, Kirsten, their three children, two dogs and two cats. He enjoys playing competitive adult soccer, surfing, fly fishing, skiing and traveling.
Phil takes a personal and custom approach to wealth management. His clients are financially successful individuals, multi-generational families, and business owners. He has extensive experience managing discretionary -equity based portfolios, designing and implementing both taxable and tax free income portfolios, and integrating complex executive compensation and stock options strategy. His goal based approach always starts first with a personalized financial plan and is followed by an investment strategy framework that is custom to a client’s objectives.
His path first began in 1990 as an intern in the London office of Shearson Lehmann Hutton (a Morgan Stanley predecessor firm). After graduating from California State University, Chico with a Bachelor of Science degree in Finance, he began his financial advisory career in the San Francisco Bay Area. He lives in the South Bay with his wife, Kirsten, their three children, two dogs and two cats. He enjoys playing competitive adult soccer, surfing, fly fishing, skiing and traveling.
Securities Agent: PA, AL, VA, CO, TN, MO, GA, WI, FL, UT, WY, NH, ID, RI, NC, IN, OH, SC, OR, LA, AZ, VT, OK, WA, MS, NY, CA, NJ, IL, HI, KS, TX, MD, MT, AR, KY, MI, ME, AK, MN, NV, NM, MA, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 1278600
CA Insurance License #: 0B24095
NMLS#: 1278600
CA Insurance License #: 0B24095
About Laura Jarrell
Laura is a Vice President and Portfolio Manager for the 225 Group at Morgan Stanley.
You can expect her to take a collaborative, transparent, and holistic approach to every issue you will tackle together because work, family and health all play an important role in any financial plan. She is particularly interested in in delivering confidence and freedom to women who are often so busy taking care of others that they don’t pay attention to this important part of their life.
She joined Morgan Stanley in 2013 after spending twenty years as an entrepreneur. Working as a financial advisor feels like a culmination of all the skills and experience she has gathered over the years coming to together to be used to advise and service others.
Outside of work, she is an avid enjoyer of the outdoors (rock climbing, backpacking, kitesurfing) and lives in Palo Alto, California with her two sons and their cat, Tom.
You can expect her to take a collaborative, transparent, and holistic approach to every issue you will tackle together because work, family and health all play an important role in any financial plan. She is particularly interested in in delivering confidence and freedom to women who are often so busy taking care of others that they don’t pay attention to this important part of their life.
She joined Morgan Stanley in 2013 after spending twenty years as an entrepreneur. Working as a financial advisor feels like a culmination of all the skills and experience she has gathered over the years coming to together to be used to advise and service others.
Outside of work, she is an avid enjoyer of the outdoors (rock climbing, backpacking, kitesurfing) and lives in Palo Alto, California with her two sons and their cat, Tom.
Securities Agent: VA, AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OK, OR, PA, RI, SC, TN, TX, UT, VT, WA, WI, WY, OH; General Securities Representative; Investment Advisor Representative
NMLS#: 1279192
CA Insurance License #: 0H98789
NMLS#: 1279192
CA Insurance License #: 0H98789
About Leslie Figone
Leslie joined Morgan Stanly through predecessor firms in 2003, beginning her career as a Branch Manager’s Assistant. Prior to joining Phil Cunningham's team, Leslie gained extensive financial services experience and communication skills while working with senior management in several different management roles. During her tenure, Leslie has developed professionally, having passed the Series 7, 63 and 65 examinations and promoted to Portfolio Associate.
Leslie aptly combines an outgoing personality with a wonderful attitude and her experience in her daily client interactions. She has dedicated her time to building strong client relationships, understanding client needs, and continues to educate herself to better serve our clients.
Leslie is a Bay Area native and enjoys outdoors sports, volunteering, spending time with her family and the spirit within her community. She and her husband, John, have two young daughters and live in San Jose.
Leslie aptly combines an outgoing personality with a wonderful attitude and her experience in her daily client interactions. She has dedicated her time to building strong client relationships, understanding client needs, and continues to educate herself to better serve our clients.
Leslie is a Bay Area native and enjoys outdoors sports, volunteering, spending time with her family and the spirit within her community. She and her husband, John, have two young daughters and live in San Jose.
About Mary Keller
Mary first started in this industry with Kidder Peabody and stepped out to raise her two children. She came back again in 2008 and went through the process of getting licensed. She loves working with clients and helping them in any way she can.
Mary provides valuable insight in deepening client relationships. She is responsible for managing the client experience and the primary contact for scheduling client meetings, operations, and administrative needs.
Outside of work, she enjoys gardening, doing home improvements, hiking, water and snow skiing, being with friends and her pets.
Mary provides valuable insight in deepening client relationships. She is responsible for managing the client experience and the primary contact for scheduling client meetings, operations, and administrative needs.
Outside of work, she enjoys gardening, doing home improvements, hiking, water and snow skiing, being with friends and her pets.
Contact Philip J. Cunningham
Contact Laura Jarrell
Wealth Management
Global Investment Office
Portfolio Insights
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Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Cunningham Jarrell Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)