R. Mitchell Wickham, CIMA®, CFP®
Mitchell Wickham 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 Greg, Mitchell 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.
Prior to joining Merrill Lynch in 1999, Mitchell spent five years in the commercial real estate business where he provided brokerage, site selection and location consulting services to Fortune 500 corporations. Mitchell received his B.A. from the University of Georgia; the Certified Investment Management AnalystSM (CIMA®) designation; and a CFP® designation awarded by the Certified Financial Planner Board of Standards, Inc. He maintains the Series 7, 31, 63 and 65 licenses and is registered in all 50 states.
Mitchell lives in Charlotte, NC, with his wife, Leslie, and three daughters, Amelie, Cora and Marisol. He serves on the boards of the Association of Corporate Growth and North Carolina Outward Bound School, and is very active in his church and other local charities. Barron's magazine named Mitchell in its 2011 Top 1,000 Advisors list, ranking him number-one in North Carolina.