Gregory M. Cash, CFP®
Greg Cash is a Managing Director-Investments in the Private Banking and Investment Group at Merrill Lynch and co-manager of Wickham Cash Partners. Along with Charlie and Mitchell, Greg is responsible for managing all aspects of the client service and investment experience. He guides the team's wealth management practice, where he is actively involved in developing each client's customized strategic portfolio allocation.
Greg joined Merrill Lynch in 1997. Following a successful career as a solo practitioner, he then joined Wickham Cash Partners in 2001. A graduate of the University of Virginia, he holds a B.A. in Economics. He holds the CFP® designation, awarded by the Certified Financial Planner Board of Standards, Inc. He maintains the Series 7, 31, 65 and 66 licenses and is registered in all 50 states.
Greg lives in Charlotte, NC, with his wife, Amanda, and their children, Graham and Lillian. He serves on the board of the Association of Corporate Growth, and is active with the University of Virginia Athletics Foundation, his church and other local charities.