R. Mitchell Wickham, CIMA^®, CFP^®

Managing Director–Wealth Management
Private Wealth Advisor

Mitchell Wickham 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 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. 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 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. Barron’s magazine named him in its 2009, 2010, 2011, 2012 and 2013 Top 100 Advisors lists, ranking Mitchell number one in North Carolina in 2013. Mitchell was also was ranked to the Financial Times Top 400 Financial 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.