Wickham Cash Partners

150 N. College Street, Suite 2800
Charlotte, NC 28255

E-mail: Wickham_Group@ml.com
Phone: 800.937.0407 704.339.2050

Download Our Brochure (PDF)

Helping You Navigate The Financial Markets

For more than 50 years, clients have looked to Wickham Cash Partners for personalized advice and guidance designed to help them preserve and grow their wealth, develop income strategies to support their evolving lifestyles while taking into account their tax situation, endow charitable interests and leave behind a legacy for future generations.

Our depth of knowledge as Merrill Lynch Private Wealth Advisors to individuals and families with substantial wealth has shaped our approach. With reflection and insight, our private banking team provides clients with advice and guidance, strategic thinking and the intimacy expected from a boutique-like financial services firm. In a world of 'round-the-clock financial information, and with new investment opportunities emerging daily, look to us to help you navigate the financial markets with a focus on today and an eye on the future.

With the investing insights of Merrill Lynch and Bank of America banking convenience, our value to clients stretches well beyond wealth management, extending to guidance and solutions for every aspect of your financial life.

150 N. College Street, Suite 2800
Charlotte, NC 28255

E-mail: Wickham_Group@ml.com
Phone: 800.937.0407 704.339.2050

Download Our Brochure (PDF)

Defining a Clear Strategy

Many of the clients we serve have built and sold successful public and private companies, and each of them has shared with us that they could not have been successful without a well-developed strategy. We believe that managing your personal wealth should be no different. That is why our process begins with a thorough review of your balance sheet, income requirements, future aspirations, philanthropic goals and a detailed discussion about what risk means to you.

With a clear strategy based on your risk comfort zone, time horizon and liquidity needs, we help you fulfill your individualized allocation with the most appropriate blend of active and passive investment strategies. We emphasize a degree of flexibility in all of our recommendations, so as not to limit you to any specific product or provider.

Knowing that change is constant, we will meet with you frequently regarding relevant updates in your personal and financial life. We will also review your investment performance and recommend changes when necessary to help keep you on target to meet your financial goals.

150 N. College Street, Suite 2800
Charlotte, NC 28255

E-mail: Wickham_Group@ml.com
Phone: 800.937.0407 704.339.2050

Download Our Brochure (PDF)

Individualized Attention, Customized Advice and Guidance

By serving a select number of families, Wickham Cash Partners is able to offer you proactive, customized service. In today's world of automated attendants, we believe there is no substitute for the level of personalized attention you will receive from our team.

In fact, it's not uncommon to have two or three team members meeting with you on a regular basis — or multiple team members working together to address a complex situation on your behalf. Whether yours is an investment-related issue for our analysts or a wire transfer request for our service team, we provide professional service that we feel is unsurpassed in the industry. We believe there is tremendous value in spending time with you face-to-face. As a client, you can expect regularly scheduled meetings with the added flexibility to meet with us at a moment's notice. Our approach to client service is designed to help bring structure and simplicity to your financial life.

150 N. College Street, Suite 2800
Charlotte, NC 28255

E-mail: Wickham_Group@ml.com
Phone: 800.937.0407 704.339.2050

Download Our Brochure (PDF)

Private Wealth Advisors to Individuals and Families

Early in Charles Wickham Jr.'s career, he made the decision to establish meaningful relationships with a select number of wealthy families. While considered unconventional at the time, Charlie believed that if he could truly understand clients' family dynamics, their balance sheets, their income statements and their long-term goals, he could help them develop a financial strategy designed to last for generations. Fifty years later, our team of professionals continues this tradition as Wickham Cash Partners.

Wickham Cash Partners has experience in helping clients in all stages of their life cycle — and we can help you.

150 N. College Street, Suite 2800
Charlotte, NC 28255

E-mail: Wickham_Group@ml.com
Phone: 800.937.0407 704.339.2050

Download Our Brochure (PDF)

R. Mitchell Wickham, CIMA®, CFP®

Managing Director–Wealth Management
Private Wealth Advisor

Charles L. Wickham Jr.

Managing Director–Wealth Management
Senior Financial Advisor-PBIG

Gregory M. Cash, CFP®

Managing Director–Wealth Management
Private Wealth Advisor

Trevor B. Hoke, CIMA®

Senior Financial Analyst

J. North Moore III, CFA ®

Senior Financial Analyst

Matthew G. McLaughlin

Vice President
Senior Financial Analyst

Holly M. Giacobone

Senior Private Wealth Associate

Laura W. Killette

Senior Private Wealth Associate

Jessica I. Schumacher

Senior Private Wealth Associate

Erin P. Luckhaupt

Senior Private Wealth Associate

Lincoln T. Steelman

Senior Private Wealth Associate

Brenda H. Millard

Senior Vice President
Wealth Management Banker
Bank of America, N.A.

Meet the Professionals

Our three advisors have a combined 85 years of investment experience — 100% of it with Merrill Lynch. Our 6 client associates have an average of 10 years in the financial services industry, the majority spent with Merrill Lynch. We believe that this level of continuity helps us to build long-lasting client relationships, and we have found that these strong client relationships, when allowed to mature, have flourished through all types of economic conditions — often surpassing expectations. Furthermore, many relationships have broadened into two, three, even four generations of the same family. We believe this is a powerful testament to the insight, service, advice and guidance we provide.

Charles L. Wickham Jr.

Charles L. Wickham Jr.

Managing Director–Wealth Management
Senior Financial Advisor-PBIG

Charles Wickham Jr. is a managing director in the Private Banking and Investment Group at Merrill Lynch and is the founder of Wickham Cash Partners. Along with Mitchell and Greg, Charlie is responsible for managing all aspects of client service and the investment experience.

Charlie joined Merrill Lynch in 1960, after serving four years as a United States Naval Officer. He holds a B.S. degree in Business Administration from the University of North Carolina, Chapel Hill. In 1967, Charlie was made the youngest partner ever of the privately held Merrill Lynch, Pierce, Fenner & Smith. Charlie maintains the Series 1, 31, 63 and 65 FINRA registrations and is registered in all 50 states.

Charlie lives in Charlotte, North Carolina, where he is actively involved in supporting many nonprofit organizations. In addition to his love of business, and Merrill Lynch in particular, Charlie has enjoyed many years of competing nationally in both squash and racquetball. Among his many hobbies are spending time with his children and 11 grandchildren, spending time at the beach, reading, traveling and fly-fishing for bonefish.

R. Mitchell Wickham

R. Mitchell Wickham, CIMA®, CFP®

Managing Director–Wealth Management
Private Wealth Advisor

Mitchell Wickham is a managing director in the Private Banking and Investment Group at Merrill Lynch and co-founder of Wickham Cash Partners. Along with Charlie and Greg, Mitchell is responsible for 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. Mitchell has also received advanced training from the Money, Meaning and Choices Institute in facilitating family meetings, values retreats and solving complex family-related financial issues that often occur within larger, ultra-high-net-worth families.

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 Bachelor's degree from the University of Georgia; he also holds the Certified Investment Management Analyst® (CIMA®) designation and he is a CERTIFIED FINANCIAL PLANNERTM certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He maintains the Series 7, 31, 63 and 65 FINRA registrations and is registered in all 50 states. Barron's magazine named him in its 2013 list of America's Top 100 Financial Advisors. Barron's has also named Mitchell the number one advisor in North Carolina from 2009 through 2013 in its list of Top 1,000 Financial Advisors and the number two advisor in the state in 2014 in its list of Top 1,200 Financial Advisors. He was ranked in the Financial Times Top 400 Financial Advisors for 2013 and 2014, as well as in the Registered Rep's Top 100 Wirehouse Advisors for 2013.

Mitchell lives in Charlotte 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.

Ben Sax

Ben Sax

Managing Director—Wealth Management
Private Wealth Advisor

Ben focuses on strategic asset allocation, equity risk management, affiliate and restricted stock issues, structured products and alternative investments. Barron's magazine recognized Ben as one of the Top 1,000 Advisors in the U.S. and among the top 100 advisors in New York in 2010, 2011 and 2012. In 2009, 2010 and 2011, Barron's magazine recognized Ben as one of the Top 1,000 Advisors in the U.S. and among the top 100 advisors in New York.

Before joining Merrill Lynch in 2009, Ben held investment management positions at three other firms, directing the fixed-income desk for the private investment group of one, heading the New York regional municipal bond department of another and serving as a senior partner of a financial advisory group at a third. He has been a guest lecturer at the New York Institute of Finance on such topics as municipal bonds, asset allocation and behavioral finance.

Ben earned his Bachelor's degree at Bowdoin College. He is a national vice chair of development for the Anti-Defamation League and serves on the endowment committee of his temple. He has a deep appreciation of theater, music, film and the visual arts, and two of his children are professional artists. Ben and his wife, Hollis, live in Larchmont, New York.

Brenda H. Millard

Brenda H. Millard

Senior Vice President
Wealth Management Banker
Bank of America, N.A.

In 2000, Brenda joined Bank of America, where she spent nine years in the Global Wealth and Investment Management Group providing customized lending solutions to the company's executives and their families. In 2010, Brenda began working with Wickham Cash Partners as its dedicated Wealth Management Banker. She is responsible for creating and implementing strategic credit, banking and cash management solutions for Wickham Cash Partner's clients.

Erin P. Luckhaupt

Erin P. Luckhaupt

Senior Private Wealth Associate

Erin joined Merrill Lynch in 1996 and has been with Wickham Cash Partners since 2006. Prior to working with our team, she was a member of a Private Banking and Investment Group team in Columbus, Ohio. She brings extensive experience in employee stock options, as well as fixed-income and equity trading. Erin is our team asset transition specialist and also helps clients with account openings, maintenance and access to lending services through Bank of America.

Erin attended Ohio State University. She maintains her Series 7 and 66 FINRA registrations and is a resident of Cornelius, North Carolina.

R. Gregory M. Cash

Gregory M. Cash, CFP®

Managing Director–Wealth Management
Private Wealth Advisor

Greg Cash is a managing director in the Private Banking and Investment Group at Merrill Lynch and co-founder of Wickham Cash Partners. Along with Charlie and Mitchell, Greg is responsible for 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 has also received advanced training from the Money, Meaning and Choices Institute in facilitating family meetings, values retreats and solving complex family-related financial issues that often occur within larger, ultra high net worth families.

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 Bachelor's degree in Economics. He is a CERTIFIED FINANCIAL PLANNERTM certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He maintains the Series 7, 31, 65 and 66 FINRA registrations and is registered in all 50 states. Barron's magazine named Greg in its 2013 America's Top 1,000 Financial Advisors list, ranking him number two in North Carolina and in its 2014 America's Top 1,200 Financial Advisors list, ranking him as number one in the state. Greg was also ranked in the Financial Times Top 400 Financial Advisors for 2013 and 2014, and named to Registered Rep's Top 40 Wirehouse Advisors Under 40 for 2013.

Greg lives in Charlotte with his wife, Amanda, and their children, Graham and Lillian. Greg established a family foundation with the aim of inspiring men to be better husbands, fathers, and community leaders. 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.

Holly M. Giacobone

Holly M. Giacobone

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 maintains her Series 7, 31, 63 and 66 FINRA registrations. A Charlotte, North Carolina, resident, Holly lives with her husband, Pete, and their two children, Dana and Leo. She volunteers with Ronald McDonald House of Charlotte and McClintock Partners in Education, and is active with her church and school PTO board.

Jessica I. Schumacher

Jessica I. Schumacher

Senior Private Wealth Associate

Jessica joined Merrill Lynch in 2000 and Wickham Cash Partners in 2001. She handles managed account transactions for the team, with primary responsibility for implementing client portfolio changes. Jessica's additional responsibilities include managing our proactive client service model and account opening process, and administrative duties around distributions, access to lending services through Bank of America, collateral maintenance, and equity and fixed-income trading.

Jessica holds a B.S. in Finance from the University of South Carolina. She maintains Series 7 and 66 FINRA registrations. A resident of Wesley Chapel, North Carolina, Jessica lives with her husband, Jeremy, and two children, Kylee and Colt.

Laura W. Killette

Laura W. Killette

Senior Private Wealth Associate

Laura joined Merrill Lynch in 1998 and Wickham Cash Partners in 2001. Prior to joining our team, Laura served as a Client Associate for a Merrill Lynch team in Cary, North Carolina, then moved to Charlotte, North Carolina, to work with the district management team. Laura's main responsibilities are working with institutional clients, handling customer service and trading.

Laura maintains her Series 7 and 66 FINRA registrations. She received a B.S. in Business Management with a concentration in Finance from North Carolina State University. Laura lives with her husband, Scott, and three children, Aidan, Audrey and Austin, in Mint Hill, North Carolina.

Lincoln T. Steelman

Lincoln T. Steelman

Senior Private Wealth Associate

Lincoln joined Banc of America Investment Services, Inc., in September 2006 as an Investment Specialist. In 2007 he began working with a U.S. Trust Private Banking team in Charlotte, NC, as a Client Sales and Service Officer. He continued to work with U.S. Trust until December 2010, when he joined Wickham Cash Partners as a Registered Private Wealth Associate. Lincoln maintains the Series 7 and 66 FINRA registrations and earned his Bachelor's degree from Appalachian State University, with a concentration in Marketing. Lincoln lives with his wife, Janel, and their two children, Rutledge and Emerson, in Charlotte, North Carolina.

Matthew G. McLaughlin

Matthew G. McLaughlin

Vice President
Senior Financial Analyst

Matt joined Merrill Lynch in 1999 and joined Wickham Cash Partners in 2013. Matt's responsibilities include managing the day-to-day operations of the business and focusing on elevated requests and services for clients. Matt received his Bachelor's degree in Finance for the University of North Carolina at Wilmington's Cameron School of Business. He maintains the Series 6, 7, 9, 10, 63 and 66 FINRA registrations.

Matt lives in Indian Land, South Carolina with his wife, Janet, and their three children, Graham, Mary Kathryn and Tanner. Matt is very active in his church, serves as an ILEAD volunteer in the school system and enjoys volunteering as a coach in the local parks and recreation department.

J. North Moore III

J. North Moore III, CFA®

Senior Financial Analyst

North joined Merrill Lynch in 2006 and joined Wickham Cash Partners in 2011. As a Financial Analyst, North assists the team with portfolio management and construction, investment research, customized reporting and relationship management.

North earned his Bachelor's degree from Davidson College, and he maintains the Series 7, 31 and 66 FINRA registrations. North holds the Chartered Financial Analyst (CFA®) designation and is a member of the CFA North Carolina Society. North lives in Charlotte with his wife, Nikki. He serves as a western North Carolina liaison for the American Field Service Intercultural Program, and is actively involved with the United Way of Central Carolinas. He is an avid outdoorsman and enjoys hunting, fly-fishing and marathon running.

Trevor B. Hoke

Trevor B. Hoke, CIMA®

Senior Financial Analyst

Trevor joined Merrill Lynch in 2004 and Wickham Cash Partners in 2007. Along with Mitchell and Greg, he guides the team's wealth management practice, where he is actively involved in developing each client's customized strategic portfolio allocation. As the Financial Analyst for Wickham Cash Partners, he is responsible for performing initial and ongoing investment manager research and asset allocation modeling; providing customized reporting; and disseminating proprietary and third-party economic and security-specific research to clients.

Trevor received his Bachelor's degree from North Carolina State University, his M.B.A. from the McColl School of Business at Queens University and he holds the Certified Investment Management Analyst® (CIMA®) designation. He maintains the Series 7 and 66 FINRA registrations.

Trevor lives in Charlotte with his wife, Christine, and their two children, Lucy and George. He is a past council member of the United Way of Central Carolinas Young Leaders and Young Affiliates of the Mint Museum. He is also active with Second Harvest Food Bank, Hope Haven, Myers Park Presbyterian Church and other local charities.

Gregory Cash is registered to do business in:AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Charles L. Wickham, Jr. is registered to do business in:AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

R. Mitchell Wickham, CIMA, CFP is registered to do business in:AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

For questions regarding registration information please contact your Financial Advisor.
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