Gregory M. Cash, CFP^®

Managing Director–Wealth Management
Private Wealth Advisor

Greg Cash is a Managing Director–Wealth Management 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 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 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. Barron's magazine named Greg in its 2013 Top 1,000 Advisors list, ranking him number two in North Carolina. Greg was also was ranked to the Financial Times Top 400 Financial Advisors 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.