Leslie Figone
Wealth Management Associate, Financial Planning Specialist
Phone:
(408) 947-2264(408) 947-2264
Philip J. Cunningham
Managing Director, Wealth Management,
Financial Advisor,
Senior Portfolio Management Director
Direct:
(408) 947-2216(408) 947-2216
Toll-Free:
(800) 444-4752(800) 444-4752
My Mission Statement
Dedicated personal service to help you meet your life goals through custom portfolio management
My Story and Services
Phil is a 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.
Services Include
Securities Agent: DC, NY, MS, AR, TN, NJ, MD, CT, WY, NM, VA, UT, LA, NH, ME, MA, OR, MI, AZ, VT, OK, MT, MO, MN, GA, FL, CA, AL, WI, NV, NC, KY, KS, IN, HI, AK, SC, OH, ID, WA, TX, RI, PA, IL, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 1278600
CA Insurance License #: 0B24095
NMLS#: 1278600
CA Insurance License #: 0B24095
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
The Cunningham Jarrell Group Process
Family Wealth Planning for Today—and the Next Generation
We help high net worth individuals and families simplify complexity by aligning investments, cash flow, protection planning, and legacy goals into one coordinated strategy. Working with Phil and the team, you gain a planning-led approach backed by Morgan Stanley resources—designed to support major life events, family decision-making, and multigenerational continuity. Explore the sections below to see how each area can help strengthen, protect, and steward your family’s wealth over time.
Estate Planning & Legacy Coordination
Estate planning is most effective when trusts, account titling, and beneficiary designations align with how you hold and manage assets. We can coordinate with you and your outside legal and tax professionals to help ensure your financial strategy is consistent with your estate planning objectives. Our focus is helping you keep key items organized and reviewed over time, particularly as circumstances change.
Family Balance Sheet & Wealth Architecture
High net worth planning often involves multiple accounts, real estate, business interests, and ownership structures that can make the overall picture harder to evaluate. We help you organize your family balance sheet—assets, liabilities, liquidity, and ownership—so you can view key information in one place. This structure can support more informed decisions when priorities shift or significant life events occur.
Risk Management & Insurance Strategy
Insurance may be an important tool for managing risks that could affect long-term family goals. We help you review coverage, ownership, and beneficiary considerations in the context of your broader strategy. When appropriate, we can coordinate with specialists to support an integrated approach to protection planning.
Portfolio Construction
For qualified investors, alternative investments may provide additional diversification or exposures beyond traditional stocks and bonds. We help you evaluate potential fit by considering liquidity, time horizon, complexity, fees and expenses, and the role within your overall allocation. Our approach emphasizes alignment with your objectives and risk tolerance, including consideration of cash needs and flexibility.
Philanthropy & Family Giving Strategy
Giving can be more meaningful when it reflects your family’s values and is coordinated with your overall plan. We help you clarify charitable priorities, evaluate giving approaches, and consider how philanthropy may fit within your broader wealth strategy. If desired, we can also help facilitate thoughtful ways to involve family members over time.
Generational Planning & Family Governance
Multigenerational planning is about more than transferring assets—it also involves communication, roles, and continuity. We help you consider beneficiary alignment, account structures, and decision-making responsibilities to support smoother transitions. The goal is a plan that reflects your family’s priorities and can be revisited as needs evolve.
Modern Wealth Tools
Morgan Stanley is committed to delivering technology platforms that are resilient, secure, efficient, and intelligent to help serve our clients. These tools and features are available to all clients as part of our services. Explore each option to see how it can support you in managing your finances and protecting your financial journey.
Morgan Stanley Online
In addition to viewing your account balances and activity, Morgan Stanley Online (MSO) offers features to help manage day-to-day finances, including bill payments, money transfers, fund transfers, and transaction authorizations through eAuthorizations.
Learn More
Total Wealth View
Get the full picture of your finances. Link your outside accounts to Morgan Stanley Online or the mobile app to track your total net worth in one place.
Learn More
eDelivery
Your financial documents, organized and secure. With eDelivery, Morgan Stanley clients can skip the mail and manage their statements electronically for faster access and better security.
Learn More
Online Security Center
Stay one step ahead of cyber threats. Morgan Stanley is committed to safeguarding your accounts, but you can also use our expert resources and tips to bolster your own online defense.
Learn More
Morgan Stanley Mobile App
Get the power of Morgan Stanley Online on your phone. Just download the app and log in with your existing username and password for secure, mobile access to your finances.
Learn More
Portfolio Risk Platform
Leverage the industry-leading analytics of Aladdin to safeguard your wealth. Our Portfolio Risk Platform delivers comprehensive reporting and risk estimation across every security type, ensuring your strategy stays on track in any market.
Learn More
Goals Planning System
Your retirement goals are now always in view. As a GPS user, you can track your plan's progress and real-time status directly through Morgan Stanley Online or our mobile app.
Learn More
Digital Vault
Keep your most important records in one place. With Digital Vault, you can easily organize and manage everything from wills and estate plans to tax filings and financial statements.
Learn MoreLocation
225 W Santa Clara St
Suite 900
San Jose, CA 95113
US
Direct:
(408) 947-2216(408) 947-2216
Toll-Free:
(800) 444-4752(800) 444-4752
Fax:
(408) 947-2208(408) 947-2208
Meet My Team
Mary Keller
Senior Registered Client Service Associate
Phone:
(408) 947-3731(408) 947-3731
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 in 2015, 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 Wealth Management 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 running, playing co-ed volleyball, volunteering, traveling and spending time with her family. 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 running, playing co-ed volleyball, volunteering, traveling and spending time with her family. 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.
CA Insurance License #: 0H69252
Wealth Management
Global Investment Office
Portfolio Insights
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
Iran Conflict: Seven Takeaways for Investors
Article Image
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
529 Plans: A Powerful Tool to Save for Education
Article Image
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
A Simple Six-Step Retirement Checkup
Article Image
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
Article Image
Ready to start a conversation? Contact Philip J. Cunningham today.
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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 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.
4Morgan 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 and other legal matters.
5Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
6When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
7Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
8Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
9Morgan 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.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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 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.
4Morgan 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 and other legal matters.
5Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
6When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
7Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
8Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
9Morgan 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.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
