A plan for today, tomorrow and generations to come

Pursuing your goals together

By positioning your needs and goals first, incorporating liquidity, longevity and legacy strategies into our planning model, we believe we can create a pathway to your retirement and the sharing of wealth over several generations.

We receive the greatest satisfaction from helping our clients feel more confident about their future. That’s why we’re committed to helping you make the best possible choices today and tomorrow. Here’s what you can expect from our relationship:

Integrity. Earning your trust is the most important thing we do every day.

Communication. We pride ourselves on providing regular updates, returned calls and timely responses to your questions or concerns.

Clarity. Whether we’re discussing risk, performance or and investment strategy, our conversations will always be straightforward so you can clearly understand our approach and reasoning behind our recommendations.

John Cunningham

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KY
- LA
- MA
- MD
- MN
- NJ
- NM
- NY
- OH
- OK
- OR
- SC
- TN
- TX
- VA
- WA
- WI
As the founder of The Cunningham King Wealth Management Group, John brings four decades of experience providing financial guidance to individuals and families that are comfortably wealthy. John prides himself on being able to focus on what’s important to you, helping you organize your financial life, and assist you in exploring and pursing your wealth management needs and goals over different time frames.

He began his career in 1982 with Merrill Lynch and moved to J.C. Bradford & Company in 1989. In 2000 J.C. Bradford & Company was sold to Paine Webber which became UBS later that year. John focuses on the investments and performance of client portfolios.

John serves on the Assumption High School Investment Committee and Capital Campaign Board.
- Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- University of Louisville
Investing

Custom portfolios

Sustainable investing

Multi-generational families

Business owners

Professionals

Family Offices

Corporate executives

500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222
Tracy King, CFP

First Vice President–Wealth Management

Financial Advisor
View bio
- AR
- AZ
- CA
- FL
- GA
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- MT
- NC
- NJ
- OH
- OK
- OR
- SC
- TN
- TX
- VA
- WA
- WI
Tracy has more than 29 years of experience providing financial guidance and is prepared to create a comprehensive financial plan designed to manage your wealth, with your life in mind. She works with clients to develop financial plans that capture and review their financial goals, savings strategies, investments, debt, risk management and estate planning. She provides holistic advice and guidance for all financial planning by meeting with clients and their CPAs, attorneys and families. She receives the greatest satisfaction from helping our clients feel more confident about their future.

Tracy is a graduate of the University of Louisville with a Bachelors of Science in Business Administration.

She holds the Series 7, 66 securities licenses as well as life, health, annuity insurance licenses and attained the CERTIFIED FINANCIAL PLANNER™CFP® designation in 2010.
- University of Louisville, Bachelors of Science in Business Administration
- CERTIFIED FINANCIAL PLANNER™
Financial planning

Education planning

Retirement planning

Estate planning strategies

Cash management

Multi-generational families

Women investors

Professionals

500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222
Kristin Rowan

Team Administrator
View bio
- CA
- FL
- GA
- IL
- IN
- KY
- LA
- MD
- NJ
- OK
- OR
Kristin joined The Cunningham King Wealth Management Group in September 2004 and has 20 years experiences in the financial services industry. As the Team Administrator, Kristin oversees the daily operations of the team and the service to our clients. She is also responsible for scheduling and event planning. She prides herself on providing regular updates, returned calls and timely responses to your questions or concerns. She is a graduate of Spalding University with a Bachelors of Science in Business Administration. Kristin has an Associates Degree in Journalism from Indiana University.

She holds her Series 7, 63 and 66 securities licenses.
- Spalding University, Bachelors of Science in Business Administration
- Indiana University, Associates Degree in Journalism
Banking

Lending services

Securities-backed lending

Education planning

500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222
Samuel Weining

Client Associate
View bio
- KY
Samuel Weining, joined The Cunningham King Wealth Management Group in May 2021 as an intern. As a Client Associate, Sam will focus on financial planning and preparing reports for client meetings. Sam will assist in providing administrative services to our clients including processing disbursements, charitable donations, client on-boarding and online services. He is a graduate of Campbellsville University with a Masters in Business Administration.

He holds his Series 7 and 66 securities license.
- Campbellsville University , Bachelors of Science Business Administration with Emphasis in Management
Cash management

Financial planning

Education planning

500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222

John Cunningham

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KY
- LA
- MA
- MD
- MN
- NJ
- NM
- NY
- OH
- OK
- OR
- SC
- TN
- TX
- VA
- WA
- WI
As the founder of The Cunningham King Wealth Management Group, John brings four decades of experience providing financial guidance to individuals and families that are comfortably wealthy. John prides himself on being able to focus on what’s important to you, helping you organize your financial life, and assist you in exploring and pursing your wealth management needs and goals over different time frames.

He began his career in 1982 with Merrill Lynch and moved to J.C. Bradford & Company in 1989. In 2000 J.C. Bradford & Company was sold to Paine Webber which became UBS later that year. John focuses on the investments and performance of client portfolios.

John serves on the Assumption High School Investment Committee and Capital Campaign Board.
- Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- University of Louisville
Investing

Custom portfolios

Sustainable investing

Multi-generational families

Business owners

Professionals

Family Offices

Corporate executives

500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222
Tracy King, CFP

First Vice President–Wealth Management

Financial Advisor
View bio
- AR
- AZ
- CA
- FL
- GA
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MN
- MT
- NC
- NJ
- OH
- OK
- OR
- SC
- TN
- TX
- VA
- WA
- WI
Tracy has more than 29 years of experience providing financial guidance and is prepared to create a comprehensive financial plan designed to manage your wealth, with your life in mind. She works with clients to develop financial plans that capture and review their financial goals, savings strategies, investments, debt, risk management and estate planning. She provides holistic advice and guidance for all financial planning by meeting with clients and their CPAs, attorneys and families. She receives the greatest satisfaction from helping our clients feel more confident about their future.

Tracy is a graduate of the University of Louisville with a Bachelors of Science in Business Administration.

She holds the Series 7, 66 securities licenses as well as life, health, annuity insurance licenses and attained the CERTIFIED FINANCIAL PLANNER™CFP® designation in 2010.
- University of Louisville, Bachelors of Science in Business Administration
- CERTIFIED FINANCIAL PLANNER™
Financial planning

Education planning

Retirement planning

Estate planning strategies

Cash management

Multi-generational families

Women investors

Professionals

500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222
Kristin Rowan

Team Administrator
View bio
- CA
- FL
- GA
- IL
- IN
- KY
- LA
- MD
- NJ
- OK
- OR
Kristin joined The Cunningham King Wealth Management Group in September 2004 and has 20 years experiences in the financial services industry. As the Team Administrator, Kristin oversees the daily operations of the team and the service to our clients. She is also responsible for scheduling and event planning. She prides herself on providing regular updates, returned calls and timely responses to your questions or concerns. She is a graduate of Spalding University with a Bachelors of Science in Business Administration. Kristin has an Associates Degree in Journalism from Indiana University.

She holds her Series 7, 63 and 66 securities licenses.
- Spalding University, Bachelors of Science in Business Administration
- Indiana University, Associates Degree in Journalism
Banking

Lending services

Securities-backed lending

Education planning

500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222
Samuel Weining

Client Associate
View bio
- KY
Samuel Weining, joined The Cunningham King Wealth Management Group in May 2021 as an intern. As a Client Associate, Sam will focus on financial planning and preparing reports for client meetings. Sam will assist in providing administrative services to our clients including processing disbursements, charitable donations, client on-boarding and online services. He is a graduate of Campbellsville University with a Masters in Business Administration.

He holds his Series 7 and 66 securities license.
- Campbellsville University , Bachelors of Science Business Administration with Emphasis in Management
Cash management

Financial planning

Education planning

500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Start the planning conversation

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Retirement readiness

For your retirement or your company retirement plan

Approaching or entering retirement, you may fear the possibility of outliving your savings. Or you may be responsible for optimizing an increasingly complex employer-sponsored plan. We can help ease your concerns by providing custom strategies that focus on meeting the ever-growing income needs for a retirement that may last 30 years or more.

Ready to roll over? Approaching retirement or in times of career transition, you need practical 401(k) rollover solutions that are specific to your needs. We can help evaluate your distribution options and assist you in making investment decisions that could help manage taxes while addressing your broader financial and retirement goals.

Retirement income planning. Focusing on retirement income planning, our team can work with you to develop planning strategies that help preserve your lifestyle and livelihood in retirement. Our strategies can help ease concerns about how long you will need to draw your funds in retirement, preparing for unexpected expenses and maintaining your independence.

Long-term care. With longevity increasing and healthcare costs rising, long-term care may have a significant impact on your finances. Long-term care should be a key part of a comprehensive financial and retirement plan. We’ll help develop strategies that can help prepare you for future care while keeping your financial goals on track.

Helping you optimize your corporate plan. We help organizations design, implement and monitor the investment programs of their 401(k), defined benefit and nonqualified plans. We will help you evaluate indicators of plan health, maintain the most competitive cost structures, formalize investment committee decision-making and manage regulatory requirements.

Who we work with

With the attention of a boutique family office and access to resources across the firm, we offer select clients comprehensive services that look well beyond their investment needs.

Multigenerational families. Managing wealth spanning many generations requires a careful approach. As your Private Wealth Advisors, we have the experience and strategies to help address these challenges.
Corporate executives. Our team brings discipline and strategic planning during your wealth-building years as well as when the time comes to transition out of corporate life.
Entrepreneurs. We will introduce you to an extensive network of professionals and the right investment relationships to provide innovative yet pragmatic solutions.

Multigenerational wealth planning

Strategies for each generation of your family

A lifetime financial strategy. We help you see how all aspects of your financial life are interrelated and how each decision can affect your entire wealth picture over time. By focusing specifically on preserving multigenerational wealth, we can help you navigate the intersection of family, business, finance and legacy.

Our approach can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. Through the plan we create together, we can help you pursue what matters most today, tomorrow and for generations to come.

_{Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.}

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

The proof is in our numbers

104

Collective years of experience

Years in business as a team

Insights

Start the conversation

Are you a UBS Client?

Leave this empty:

A plan for today, tomorrow and generations to come

Pursuing your goals together

John Cunningham

Tracy King, CFP

Kristin Rowan

Samuel Weining