The Cunningham Group at Morgan Stanley

Sharon Cunningham has been a Financial Advisor with Morgan Stanley and its predecessor firms since 1990. She has dedicated her career to providing highly customized financial planning and investment strategies for individuals, families, organizations, and nonprofits. Her approach is built on a deep commitment to financial education, strategic planning, and delivering outstanding service with integrity and passion.

Since the beginning of her career, Sharon has been a champion for women’s financial empowerment. Recognizing that women were often excluded from financial discussions, she made it her mission to change the industry norm. She has dedicated much of her career to educating and advising women through tailored workshops and initiatives. As the creator of HER Way at Morgan Stanley, she established a cross-platform community designed to provide women with access to lifestyle information, professional resources, and investment strategies to help them achieve financial confidence.

Sharon is also conscious of the potential social and financial benefits of integrating Socially Responsible Investing (SRI) initiatives into her investment decision-making process. She and her team have devoted significant time and resources to understanding how investing with impact can drive social change, promote greater gender equality, and create opportunities to improve financial outcomes for clients. By incorporating SRI principles, her team seeks to align investment strategies with their clients’ values while maintaining a focus on long-term growth and financial success.

Sharon’s dedication to her clients and the organizations she supports has earned her and her team national recognition. She has been named to the Forbes Top Women Wealth Advisors & Best-In-State Wealth Advisors list for eight consecutive years (2018-2025), recognizing elite financial advisors across the country who demonstrate excellence in client service, planning, and investment strategy. In addition, her team has been recognized on the Forbes Best-In-State Wealth Management Teams list since the award’s inception in 2023, highlighting their commitment to delivering outstanding financial guidance, investment solutions, and personalized service.

Beyond these accolades, Sharon has been honored by Working Mother Magazine as one of its Top Wealth Advisor Moms, celebrating women who successfully balance their careers as financial advisors while raising families. In 2018, Morgan Stanley named her to its prestigious MAKERS Class, recognizing trailblazing women within the firm. She was also a recipient of Morgan Stanley’s John J. Mack Leadership Award, an honor given to individuals who embody the firm’s core values and make a meaningful impact on their colleagues and communities.

A CERTIFIED FINANCIAL PLANNER™, Sharon holds a degree in Business Management and Finance from Adelphi University and earned a certificate in financial planning from New York University. Passionate about giving back, she actively supports women’s organizations, including Women for Women International and the Girl Scout Council of Greater New York, and serves as a Board Member for NEXT for Autism.

Sharon resides in Rye Brook, New York, with her husband, Brian, and their two children, Olivia, and Griffin.

Professional Recognition & Disclosures
Environmental, Social and Governance (“ESG”) investments in a portfolio may experience performance that is lower or higher than a portfolio not employing such practices. Portfolios with ESG restrictions and strategies as well as ESG investments may not be able to take advantage of the same opportunities or market trends as portfolios where ESG criteria is not applied. There are inconsistent ESG definitions and criteria within the industry, as well as multiple ESG ratings providers that provide ESG ratings of the same subject companies and/or securities that vary among the providers. Certain issuers of investments may have differing and inconsistent views concerning ESG criteria where the ESG claims made in offering documents or other literature may overstate ESG impact. ESG designations are as of the date of this material, and no assurance is provided that the underlying assets have maintained or will maintain and such designation or any stated ESG compliance. As a result, it is difficult to compare ESG investment products or to evaluate an ESG investment product in comparison to one that does not focus on ESG. Investors should also independently consider whether the ESG investment product meets their own ESG objectives or criteria.

There is no assurance that an ESG investing strategy or techniques employed will be successful. Past performance is not a guarantee or a dependable measure of future results.

Forbes Top Women Wealth Advisors & Best-In-State Wealth Advisors 2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018 (Formerly referred to as Forbes Top Women Wealth Advisors, Forbes America’s Top Women Wealth Advisors) Source: Forbes.com (Awarded 2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018). Data compiled by SHOOK Research LLC based on a 12-month time period concluding in September of the year prior to the issuance of the award.

Forbes Best-In-State Wealth Management Teams 2023, 2024, 2025Source: Forbes.com (Jan 2024). 2025 Forbes Best-In-State Wealth Management Teams ranking awarded in 2025. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period from 3/31/23–3/31/24. Neither Morgan Stanley
Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. This ranking is based on in-person and telephone due diligence meetings to evaluate each Financial Advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and may not be representative of any one client’s experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com. © 2024 Morgan Stanley Smith Barney LLC. Member SIPC.

Forbes Top Wealth Advisor Moms 2021, 2020, 2019, 2018, 2017 Source: Workingmother.com (Awarded 2021, 2020, 2019, 2018, 2017). Data compiled by SHOOK Research LLC based on a 12-month period concluding in March of the year the award was given.
Morgan Stanley Smith barney LLC. Member SIPC.

CRC 4330462 03/2025

Securities Agent: MI, TX, OR, CO, TN, RI, DC, NY, MD, HI, ME, GA, VA, SC, NH, PA, FL, WY, VT, NV, NC, MN, MA, LA, IN, IL, CA, WI, OH, NJ, DE, CT, AZ, WA; General Securities Representative; Investment Advisor Representative
NMLS#: 1288191

Ken is a Senior Vice President, Senior Portfolio Management Director and Financial Advisor with The Cunningham Group at Morgan Stanley. He joined Morgan Stanley in 2001 and has dedicated his career to helping individuals, families, and organizations achieve and maintain their financial success. Ken is committed to long-term relationships, striving to always deliver exceptional client service. He listens carefully to his clients’ values and concerns, and works tirelessly to implement customized wealth management plans that match their specific goals and tolerance for risk.

In 2009, Ken achieved the esteemed designation of CERTIFIED FINANCIAL PLANNER™ by the CFP^® Board of Standards, the recognized standard of excellence for personal financial planning. He also earned the accreditation for Senior Portfolio Management Director at Morgan Stanley, and is now among a select group of financial advisors within the firm who are qualified to directly manage client assets on a discretionary basis. This can be an important benefit for clients, as it avoids delays in making timely financial management decisions.

Ken’s professional methodology enables him to assist his clients in their financial lives with clarity and confidence. Together with his colleagues at The Cunningham Group, he develops and implements comprehensive financial plans and sound investment strategies that reflect the personal and financial objectives of the individual or group. Regular communication is provided and encouraged to help monitor the plan and to make necessary adjustments.

A graduate of Fordham University with a Bachelor of Science in Finance, Ken is an active Fordham alumnus, as well as an IONA Preparatory alumnus. He is a member of the YWCA USA Endowment Fund’s Investment Committee. He is also involved with the Westchester/Hudson Valley chapter of the Leukemia & Lymphoma Society. Ken lives in Hastings on the Hudson, with his wife, Malaika, and their sons Hudson and Logan.

Lynn Cunningham plays a leadership role at The Cunningham Group, an industry-recognized wealth management team at Morgan Stanley, guiding strategy, operations, and client experience with precision and purpose. As Group Director and Chief-of-Staff, she ensures the team delivers a client experience that is personal, thoughtful, and aligned with long-term goals.

With over 20 years of experience in wealth management, Lynn brings deep knowledge across business development, marketing, and client service. Before joining The Cunningham Group in 2021, she spent more than 15 years at Voya Financial and its predecessor ING, most recently as Vice President, Regional Advisory Sales Consultant. In that national leadership role, she partnered with over 300 advisory teams to grow their practices and elevate service standards across planning, investment management, and operations.

Lynn also serves on the Steering Committee for HER Way, an educational initiative launched in the fall of 2017 by 14 women financial advisors at Morgan Stanley who shared a vision of fostering a community of financially empowered women. As part of The Cunningham Group’s commitment to purpose-driven advising, Lynn helps lead HER Way programming focused on health and wellness, personal and professional development, entrepreneurship, financial planning, and philanthropy—empowering women to align their wealth with their values and aspirations.

She continues to build on her institutional knowledge to streamline internal systems, cultivate strategic partnerships, and foster a high-performing team culture rooted in collaboration and client impact.

Originally from Rye, NY, Lynn now lives in Bend, Oregon with her partner, David, a dedicated ER nurse. She holds her Series 7, 9, 10, 63, and 65 licenses and is a graduate of the University of Hartford with a degree in Political Science. A former endurance athlete and fundraiser, she led a corporate team that raised over $100,000 for the Leukemia & Lymphoma Society’s Team-In-Training program. Today, she enjoys hiking, swimming, and exploring the outdoors with David and their two dogs—Maddie, a golden retriever, and Bailey, their energetic German Shepherd–Border Collie mix.

Jimmy is a Portfolio Management Associate Director with The Cunningham Group at Morgan Stanley. He joined Morgan Stanley in 2021 and is an active participant in the investment decisions for the portfolio. Jimmy also organizes trading and research for The Cunningham Group.

Jimmy brings over 20 years of experience in Finance, beginning his career on Wall Street in the late 90s. Prior to joining Morgan Stanley, Jimmy was a director in Institutional High Yield Sales for Janney Montgomery Scott where he maintained several of the firm’s top high yield clients. He earned the designation Chartered Financial Analyst* in 2018 and is an active member of the CFA Society Dallas/Fort Worth.

Jimmy earned his Master of Business Administration from the Saint John’s University College of Business Administration. He also earned his Bachelor of Science degree from the Saint John’s University, where he was awarded the Dean’s Certificate of Achievement Award in recognition of high scholarship in the field of Management. Jimmy lives in Dallas, Texas with his wife Libia, and enjoys spending his free time with their twins Lucas and Elena.

*This role cannot solicit or provide investment advice

Anna is a Wealth Management Associate with The Cunningham Group at Morgan Stanley. With more than 15 years of operations experience in the financial services industry, she is qualified to facilitate complex operational tasks and handle all client related service requests. She serves as the primary administrator of clients’ cash management needs, account paperwork filings and transfers, and all related retirement fund rollovers and distributions. Remaining consistent with the Cunningham Group’s goals, Anna implements a high level of client service and recognizes the importance of personalized attention.
 
Anna began her career in 2000 with CIBC Oppenheimer in mutual fund operations, then transitioned to JP Morgan Chase as Institutional Performance Reporting Analyst and most recently served as Senior Investment Associate at Royal Bank of Canada Wealth Management.  While at RBC, she was highly recognized by her management team and received the Award of Excellence for Exceptional Client Service.  She holds her Bachelor of Arts degree in Biology from Barnard College and her Masters of Business Administration in Financial Services from the Tobin School of Business at St. John’s University. Anna currently resides in Long Island, New York with her husband, Dennis, and enjoys cooking, shopping, travelling and spending time with family and friends.

Minerva Flores is a Client Service Associate at The Cunningham Group at Morgan Stanley, where she plays a pivotal role in supporting the team’s administrative and client service operations. Minerva manages the group’s dynamic schedules and helps to ensure seamless coordination of appointments and meetings to optimize efficiency. She oversees the planning and execution of client events and special engagements, ensuring every detail is carefully managed to reflect the team’s commitment to excellence.

Since joining the team in November 2018, Minerva has managed high-level administrative functions while maintaining a client-centered approach. She provides assistance to clients who have questions or concerns with kindness and care. She holds a degree in International Business from Concordia College, which has equipped her with a global perspective on client service and business operations.

A native of Mamaroneck, New York, Minerva now resides in New Rochelle, New York. Outside of work, she enjoys exploring new destinations and spending quality time with her family.

Matina Otto joins us as a Wealth Management Analyst and Financial Planning Specialist.* Oregon born and raised; she earned her Bachelor of Science degree in Business Administration with a concentration in finance from the University of Oregon. She first joined Morgan Stanley as a Registered Client Service Associate in Bend, OR in 2022, then made the move to New York City in early 2025. Her dedication to maintaining the highest standards of service possible makes her an essential part of our team. Matina holds the Series 6, 7, 63, and 66 FINRA Registrations, and we are confident that her efforts can enhance your experience with us.

*This role cannot solicit or provide investment advice

David Allan is a Portfolio Management Associate and Financial Planning Specialist with The Cunningham Group at Morgan Stanley, where he serves as a dedicated relationship manager for a segment of the team’s clients. In this role, David partners with Financial Advisors to deliver personalized financial planning, portfolio support, and proactive relationship management, ensuring clients receive exceptional service aligned with their goals.

David first joined The Cunningham Group in 2020 as an intern and later served as a Registered Associate with the team, supporting client meetings, portfolio implementation, and financial planning discussions. He went on to broaden his experience on the institutional side of Morgan Stanley as an Equity Derivatives Sales Trader, working with hedge fund clients on trade execution, market insights, and customized strategies.

He is a graduate of Fairfield University’s Dolan School of Business, where he earned a degree in Finance with a minor in Management. David holds the Securities Industry Essentials (SIE) certification, along with Series 7, 66 and 57 licenses, and is also a Morgan Stanley Financial Planning Specialist.

Originally from Monroe, Connecticut, David now lives in New York City. Outside of work, he enjoys staying active, watching sports, and spending time with friends and family

Timothy is a Client Service Associate with The Cunningham Group at Morgan Stanley. He earned a Bachelor of Science degree in finance with a minor in marketing from Fairfield University. Timothy joined The Cunningham Group as a part-time associate in March 2024, eventually being promoted to a full-time role.

He provides essential support to the team by distributing statements, maintaining transfer activity, preparing reports and presentations for client meetings, and assisting portfolio management.

Timothy resides in Wyckoff, New Jersey, where he shares a home with his family, three dogs, and two cats. In his free time, he enjoys watching sports, making music, and spending time with family and friends.