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)

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.

Charles L. Wickham Jr.
Managing Director–Wealth Management
Private Wealth Advisor

R. Mitchell Wickham, CIMA®, CFP®
Managing Director–Wealth Management
Private Wealth Advisor

Gregory M. Cash, CFP®
Managing Director–Wealth Management
Private Wealth Advisor

Trevor B. Hoke, CIMA®
Senior Financial Analyst

J. North Moore III
Senior Financial Analyst

Holly M. Giacobone, CFM
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

Wesley K. Karr
Private Wealth Associate

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

Meet the Professionals

Our three partners have a combined 75 years of investment experience — 100% of it with Merrill Lynch. Our five client associates have an average of ten years in the financial services industry, the majority spent with Merrill Lynch. This level of continuity and experience is rare in our industry. 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 of our 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.

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