Westwood Trust — Houston

William D. Cunningham, J.D., AEP®, CTFA

Chairman, Westwood Trust Houston

713.683.7070

wcunningham@woodwayfinancial.com

Bill Cunningham joined Westwood Trust in 1990. He has more than 30 years’ experience in estate and trust administration, investments, tax and financial planning. He focuses much of his time on planning and administering advanced estate strategies and vehicles for Woodway clients. He has spoken and written extensively on the subject of distribution planning for qualified plans and IRAs. He is a past President and Director of the Houston Estate & Financial Forum and past President and Director of the Houston Business & Estate Planning Council. Bill earned his undergraduate degree in Commerce from Washington & Lee University and his Doctor of Jurisprudence from Bates College of Law at the University of Houston. He is a Certified Trust and Financial Advisor licensed by the Texas Bankers Association and has been certified as an Accredited Estate Planner (AEP®) by the National Association of Estate Planners and Councils.