Holly M. Giacobone, CFM

Senior Private Wealth Associate

Holly began her career with Merrill Lynch in 1991 and joined Wickham Cash Partners in 2000. The team leverages her advanced knowledge of alternative investments and she is the private banking services coordinator. She handles K-1 planning and distributions. She also implements client portfolio changes, as well as restricted stock and employee stock option transactions, and equity and fixed income trading. Holly works closely with clients on business card services and is responsible for keeping up with internal and industry regulatory policy changes that affect clients.

Holly holds the Certified Financial Manager (CFM) designation, which is an internal Merrill Lynch self-study curriculum based on a variety of wealth management topics and a course exam. She maintains her Series 7, 31, 63 and 66 licenses. A Charlotte, NC, resident, Holly lives with her husband, Pete, and their two children, Dana and Leo.