Private Wealth Advisor

As a valued advisor, Brian Cunningham has helped clients work toward their financial objectives for more than two decades. He has earned respect, confidence, and friendship from those who rely on him to guide their financial future and help them achieve their retirement goals.

A growing number of his clients have relocated to the area upon retirement. They tell us they are pleased to find such a knowledgeable wealth manager with an office close to their new home. Many of Brian's clients are older adults, focused on optimizing their retirement to maintain their desired lifestyles and judiciously distributing their wealth to those succeeding them. He also provides valuable advice to an ever-growing group of younger professionals, helping them plan a lifetime of saving and investing.

Education 

Brian grew up in Cumberland, Maryland. He was awarded a Bachelor of Science Degree in Accounting by Frostburg State University, with a minor in Business Administration. He completed the CERTIFIED FINANCIAL PLANNER™ education program at the College for Financial Planning in Denver, Colorado. He continues to update and expand his professional knowledge through continuing education and courses designed to maintain his CERTIFIED FINANCIAL PLANNER™ designation.

Experience

Brian moved from Maryland to Myrtle Beach twenty years ago. He was first recruited by Morgan Stanley Dean Witter, then advanced his career joining Wachovia Securities. Several years later, he joined Raymond James & Associates. Before establishing Veritas Financial Management, Brian served as Senior Vice President – Investments at Wells Fargo Advisors.

Engagement

When he isn’t in the office, Brian enjoys spending time with his four children and grandson. He is an avid sports fan, with a particular interest in professional football and baseball. Brian serves on the Board of Directors for St. Elizabeth Ann Seton Catholic High School and is an active member of St. Andrew Catholic Church, both in Myrtle Beach. Brian also enjoys sharing his financial expertise with professional groups and organizations as a keynote speaker. 

Maria Luisa Winkelried

Director of Client Relations

Maria Luisa works in close partnership with Brian, focusing on the day-to-day interactions and providing the highest standard of client service. Managing all aspects of the operation of the firm, she enjoys close contact with our clients. Maria Luisa instills confidence and trust by providing answers and resolving issues in a friendly and professional manner, making our clients' concerns her priority. Maria Luisa particularly enjoys welcoming our clients who have recently moved to our area and helping them feel at home in their new community.

Education

Maria Luisa was born in Lima, Peru. She graduated from the Pontifical Catholic University of Peru in San Miguel, where she earned a Bachelor of Science Degree in Economics. She moved to the United States in 1990 and completed Wells Fargo Financial Training in 2012. She is registered in General Securities Representative Qualification (Series 7) and Uniform Combined State Law (Series 66) by the Financial Industry Regulatory Authority (FINRA) with LPL Financial.

Experience

Before starting her career in finance, Maria Luisa worked in Miami, Florida, managing construction and international shipping firms. After a move to Fayetteville, North Carolina, she joined Raymond James & Associates as a Client Associate. In Myrtle Beach, South Carolina, she joined Wells Fargo Financial and completed the Advisor Training Course. Maria has worked with Brian for the past five years, providing our clients with a consistent and dedicated point of contact. This partnership proved to be so successful that she is now an integral part of the Veritas Financial Management team.

Engagement

Maria Luisa enjoys spending her leisure time with her three children, her grandchild, and her three dogs. She also likes to spend time at the beach and work out at the gym to stay healthy.