Charles L. Wickham, Jr.

Managing Director — Investments
Private Wealth Advisor

Charles Wickham, Jr. is a Managing Director-Investments in the Private Banking and Investment Group at Merrill Lynch and is the founding partner 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 licenses and is registered in all 50 states.

Charlie lives in Charlotte, NC, 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.

Barron's magazine named Charlie in its 2011 Top 1,000 Advisors list, ranking him number-three in North Carolina.