Financial Advisor, Merrill Lynch

The Cunningham/Fredricks/Otten Group

Global Wealth Management

MERRILL LYNCH BUILDING
10320 LITTLE PATUXENT PARKWAY
Suite 1000

COLUMBIA, MD 21044

Phone: (410) 8846670
Email:

Directions to Branch

PROFESSIONAL STAFF

Josh Fredricks 410-884-6670 Wealth Management Advisor Senior Vice President-Wealth Management View Profile
Chris Cunningham 410-884-6684 Resident Director Senior Vice President-Wealth Management View Profile
Steve Otten 410-884-6607 Financial Advisor View Profile
Charlene Sanders 410-884-6602 Reg Senior Client Associate View Profile

PROFESSIONAL PROFILE

The Cunningham/Fredricks/Otten Group provides personalized investment advice for corporate executives, business owners and affluent families. Our group oversees more than $300 million in client assets and has over 35 years of experience.

Our practice specializes in building and maintaining long-term wealth for clients by controlling risk and creating sound investment strategies in-line with a client's individual goals.

Below are several of the areas we focus our attention on:

-Comprehensive Financial and Retirement Planning
-Pre and Post IPO Planning for Executives
-Concentrated Stock Strategies (Rule 144 and 10b5-1 Planning)
-Tax Minimization Strategies (Gifting and Estate Planning)
-Private Business Succession/Transition Planning
-Advanced Planning for Monetization/Liquidity Events


Chris Cunningham, CFM - Vice President, Financial Advisor
Chris has been advising clients since 1987. He holds a BS in Business from Mt. Saint Mary's College. He lives in Glenwood, MD with his wife Kathy and their five children.

Josh Fredricks, CFM, WMA, CRPC - Vice President, Financial Advisor
Josh has been advising clients since 1996. He holds a BS in Finance and Small Business Management from the University of Colorado in Boulder. He lives in Potomac, MD with his wife RobBee and their three children.

Steve Otten, CRPC, CSNA - Financial Advisor
Steve has been in the financial services industry since 2005 and holds a BS in Economics from the University of Maryland, College Park. He lives in Laurel, MD.

Charlene Sanders - Registered Client Associate
Charlene has over 15 years of investment industry experience and heads the group's administrative functions. She currently lives in Baltimore, MD.

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Chris Cunningham is registered to do business in:AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, VA, VI, VT, WA, WI, WV

Steve Otten is registered to do business in:DC, FL, MD, MI, NJ, NY, PA, VA

Joshua Fredricks is registered to do business in:AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, MN, NC, NH, NJ, NV, NY, PA, SC, TN, TX, VA, WI, WV

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