Charles L. Wickham Jr.

Managing Director
Private Wealth Manager

Charles Wickham Jr. is a managing director and private wealth manager 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 bachelor'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, CIMA^®, CFP^®

Managing Director
Private Wealth Advisor

Mitchell Wickham is a managing director and private wealth advisor 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 PLANNER^TM 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 in the top five in its list of Top 1,200 Advisors from 2014 through 2017. He was ranked in the Financial Times Top 400 Financial Advisors from 2013 through 2017, as well as in the Registered Rep's Top 100 Wirehouse Advisors for 2013 and 2014.

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

Managing Director
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.

Gregory M. Cash, CFP^®

Managing Director
Private Wealth Advisor

Greg Cash is a managing director and private wealth advisor 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 PLANNER^TM 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. Barron's also included him in the top five in its list of Top 1,200 Advisors from 2014 through 2017. Greg was also ranked in the Financial Times Top 400 Financial Advisors from 2013 through 2017, and named to Registered Rep's Top 40 Wirehouse Advisors Under 40 for 2013 and 2014.

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

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 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

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 bachelor's degree 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

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 bachelor's degree 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

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, North Carolina, 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

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, 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, 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 a 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 MBA 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.

Donna J. Oxford

Registered Investment Analyst

Donna assists in the execution of the wealth management strategies developed and utilized by the team's advisors. She works to help clients better understand their finances within their retirement period through the use of the Merrill Lynch Wealth Outlook planning tool. She also focuses on offering access to Bank of America personal lending and credit services.

Donna has been in the financial services industry since 1995 and joined Merrill Lynch in 2001. She maintains Series 7, 63 and 65 FINRA designations and her life insurance license. She also serves on the Council of Technology Champions, which pilots new technology programs.

Donna lives in Matthews with her son, Carson, and is active with the PTO at his school.

Erin J. Benedetto

Registered Private Wealth Associate

Erin graduated from Southern Methodist University with a bachelor's degree in marketing and holds an MBA from Texas Woman’s University. Erin joined Merrill Lynch in 2015, after spending several years working in the financial services industry with other institutions. She joined Wickham Cash Partners in March of 2017. Erin maintains the Series 7 and 66 FINRA registrations and is responsible for providing dedicated operational and sales support to clients.

Brianna Stanley

Private Wealth Associate

Erin graduated from Southern Methodist University with a bachelor's degree in marketing and holds an MBA from Texas Woman’s University. Erin joined Merrill Lynch in 2015, after spending several years working in the financial services industry with other institutions. She joined Wickham Cash Partners in March of 2017. Erin maintains the Series 7 and 66 FINRA registrations and is responsible for providing dedicated operational and sales support to clients.

Ronald E. Bryson, CFP^®

Senior Vice President
Wealth Management Advisor
Senior Portfolio Manager

Ron focuses on total portfolio development including investment policy, asset allocation and security selection. He has substantial experience in the fields of wealth management, alternative investments, concentrated stock and stock option issues, trust services and other tactical investment vehicles. Ron has been in the financial services industry since 1974.

Prior to joining Merrill Lynch in 1981, he worked for a major U.S. bank in their retail, institutional and corporate banking divisions. Within the securities industry, he has also held positions in management. Charles is a CERTIFIED FINANCIAL PLANNER^TM certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and maintains the Series 3, 7, 63 and 65 FINRA registrations. He also holds a bachelor's degree in finance and an MBA from the University of South Carolina.

Ron has been active in both the Charlotte and Blowing Rock communities of North Carolina, having served on the board of several community organizations. He actively supports a foundation established to bring a better life to children in Africa and has a special passion for natural disaster recovery work.