Grounded in tradition. Focused on today.

Private Wealth Management 

Color Team

Experience.  Family. Tradition. These are not just words to Wickham Cash Partners; these are the values that have defined us for six decades. They are also the values that matter most to the generations of ultra high net worth families we continue to serve. With over 200 years of collective experience and drawing on the powerful global resources of UBS Private Wealth Management, we have the capabilities to address and execute on each of your most important priorities and concerns. Whether it’s to source new capital, establish a wealth transfer plan, exit your lifelong business or create a philanthropic legacy, more than 18 professionals bring a diversity of backgrounds and skill to your financial world, delivered with commitment and care.

Our team’s founder was a pioneer in understanding the power of advice—beyond the investment portfolio. Today, as we help our clients grow and sustain their wealth for their families, their businesses and the future, we’ve found his wisdom to be more relevant than ever. We are grateful.

  • Mitchell Wickham

    Mitchell Wickham

    Managing Director–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    UBS Private Wealth Advisor and cofounder of Wickham Cash Partners Mitchell Wickham strives to bring both structure and simplicity to his affluent clients’ complex financial lives. He leads a diverse team of 21 professionals whose complementary skills and talents deliver comprehensive private wealth management to successful multigenerational families, corporate executives and entrepreneurs.

    Accessing the extensive resources of UBS Private Wealth Management and working closely with clients’ trust and estate attorneys and CPAs, Mitchell and his team focus on developing investment, income replacement, philanthropic and wealth transfer strategies that address each client’s unique needs and circumstances. Mitchell and his team have significant experience advising successful business owners to help them navigate issues they face when planning for and ultimately selling their business.

    “Our team shares a number of core values, but all roads lead to this: our clients’ needs should always take priority.” – Mitchell Wickham

    Past professional experience

    - Managing director and private wealth advisor, Merrill Lynch

    - Senior vice president, industrial real estate consulting and brokerage, Binswanger Corporation

    Life

    - Mitchell lives in Charlotte, NC, with his wife and three daughters. They are a high-energy family of downhill skiers, whitewater kayakers, runners and wing shooters.

    - Mitchell serves on the board of directors of the NC Outward Bound School, where he is a former board chair, and Charlotte Latin School. He is a past board member and past president of Association for Corporate Growth and Anuvia Prevention and Recovery Center. He is also active in his church and other local charities.

     

    California Insurance License # 0D86507

    • Barron’s Top 100 Private Wealth Management Teams, 2021, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
    • Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
    • Barron's Top 1,200 Financial Advisors, 2022, 2023, 2024
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 100 Financial Advisors, 2022, 2023, 2024The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
    • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
    • Forbes America's Top Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • University of Georgia, B.A.
    • Series 7, 31 and 66 securities licenses (registered in all 50 states)
    • CERTIFIED FINANCIAL PLANNER™
    • Certified Investment Management Analyst®
    6100 Fairview Road
    Suite 900
    Charlotte, NC 28210
    mitchell.wickham@ubs.com
    Mitchell Wickham
    6100 Fairview Road,Charlotte,NC,28210
  • Greg Cash

    Gregory Cash

    Managing Director–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    To Private Wealth Advisor Greg Cash, wealth management is complex and challenging, but it’s how you listen to clients that makes all the difference in people’s lives. He believes all good advice stems from finding out what matters most to each client. Greg became interested in financial services while studying micro- and macroeconomics, as well as behavioral finance, while at UVA. He found it to be an industry where you could add value to people’s lives in tangible ways. Today, as cofounder of UBS Private Wealth team Wickham Cash Partners, Greg can do just that.

    He helps guide the team’s wealth management practice, where he is actively involved in customizing client portfolios to align with each client’s unique goals, tax and estate plan, and family circumstances. Greg has also received advanced training from the Money, Meaning and Choices Institute in facilitating multigenerational family meetings, values retreats and solving complex multigenerational financial issues that often occur within larger, ultra high net worth families.

    “ We strive to be the primary advisor that UHNW families and companies rely on to help them reach their financial goals and navigate the obstacles that regularly get in the way. That takes a combination of empathetic listening, problem-solving skills and the years of experience that our team brings to the table.”  – Gregory Cash

    Life

    - Outside of work, Greg enjoys spending time with his wife, their children and their extended families.

    - He is very active in his church and in helping entrepreneurs make an impact on their customers, employees and community.

    - Greg enjoys a competitive game of tennis and a long day at the beach with his kids.

     

    California Insurance License #0E96302

    • Barron’s Top 100 Private Wealth Management Teams, 2021, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
    • Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
    • Barron's Top 1,200 Financial Advisors, 2022, 2023, 2024
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 100 Financial Advisors, 2022, 2023, 2024The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
    • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
    • Forbes America's Top Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • University of Virginia, B.A., economics
    • Series 7, 31 and 66 securities licenses (registered in all 50 states)
    • CERTIFIED FINANCIAL PLANNER™
    6100 Fairview Road
    Suite 900
    Charlotte, NC 28210
    greg.cash@ubs.com
    Gregory Cash
    6100 Fairview Road,Charlotte,NC,28210
  • Ronald Bryson

    Ronald Bryson

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • MI
    • MO
    • MS
    • MT
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WI
    • WV
    • WY

    With more than 35 years in wealth management advisory services, and an earlier career in retail, corporate and institutional banking, UBS Private Wealth Advisor, Ron Bryson has the experience, knowledge and passion to help affluent clients pursue their most important goals. Since 2017, he has shared his deep and diverse insights with Wickham Cash Partners’ clients. Today, Ron focuses on total portfolio development from asset allocation and investment selection to concentrated stock and stock option issues, alternative solutions, trust services and other tactical investment vehicles.

    Guided by his “clients first” commitment and the core principles of integrity, dependability and hard work, Ron accesses the extensive global resources and thought leadership of UBS Private Wealth Management to deliver the advice and solutions sophisticated investors need today to help grow, sustain and transition their wealth over time, from generation to generation.

    “ In a world of round-the-clock financial information, I believe our time-tested process and our dedicated team can provide the strategic thinking and navigation our clients need to effectively manage their wealth.” – Ronald Bryson

    Life

    - Ron and his wife, Susan, live in Charlotte.

    - Ron supports many charitable endeavors, including those that provide care for the homeless, underprivileged children and animals.

    - He enjoys golf, snow skiing and the performing arts.

    • Barron’s Top 100 Private Wealth Management Teams, 2021, 2022The Barron's rating is awarded annually in April based on information from the prior year Q4.
    • Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
    • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Series 3, 7, 65 and 66 securities licenses (registered in all 50 states)
    • University of South Carolina , M.B.A.
    • University of South Carolina, B.S., finance: 1974
    • CERTIFIED FINANCIAL PLANNER™
    6100 Fairview Road
    Suite 900
    Charlotte, NC 28210
    ron.bryson@ubs.com
    Ronald Bryson
    6100 Fairview Road,Charlotte,NC,28210
  • North Moore

    J. North Moore III

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    North Moore is a Private Wealth Advisor and Portfolio Manager for the UBS Private Wealth team Wickham Cash Partners. He has more than 15 years of experience advising high net worth families on the unique complexities of multigenerational wealth. 

    After an early career managing stock option plans for Fortune 500 companies and advising C-suite executives on long-term wealth accumulation strategies, North joined the Wickham Cash Partners team in 2011. He focuses primarily on advising entrepreneurs, corporate executives and their families. North has broad experience helping clients navigate the disposition or acquisition of private businesses, private equity sponsored buyouts for high-level management, de-risking concentrated positions in publicly traded company stock and multigenerational wealth transfer for highly successful families.

    North received his undergraduate degree from Davidson College and later earned the Chartered Financial Analyst® (CFA®) designation. He is a member of the Wickham Cash Partners investment committee and is actively involved in developing the team’s investment outlook and strategy.

    “ We have had the privilege to work with some of the most successful entrepreneurs and executives in the country. The common thread among all of them is that they inherently know they’ve been successful but seek advice in how to crystallize the purpose for their wealth. That’s my favorite part of the job—advancing the vision of what is possible and charting the course for long-term success.”
    – J. North Moore III

    Life

    - North and his wife, Nikki, have three daughters and live in Charlotte.

    - They actively support the Charlotte Mecklenburg Library system, where Nikki is involved in the campaign to build the new main library.

    - North is an avid fly fisherman, hunter and conservationist. When not in the office, he can be found outdoors with his wife and daughters, searching for a good place to wet a line.

    • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Series 7, 31 and 66 securities licenses (registered in all 50 states)
    • Davidson College, B.A.
    • Chartered Financial Analyst®
    6100 Fairview Road
    Suite 900
    Charlotte, NC 28210
    north.moore@ubs.com
    J. North Moore III
    6100 Fairview Road,Charlotte,NC,28210
  • Trevor Hoke

    Trevor Hoke

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    Trevor Hoke has worked in wealth management for over 16 years, primarily advising ultra high net worth clients. Over the years, he has helped families successfully navigate difficult markets, multigenerational family dynamics and legacy family business transactions. Today, he leads the team’s efforts in portfolio research and analysis, cash flow modeling and comprehensive wealth planning. He helps clients understand their financial situation and the important variables that will allow them to make better decisions and drive long-term success.

    “ Our clients count on us for our knowledge and resources. But even more important, they count on us for our core values—dependability, responsibility and accountability. That’s how we earn their confidence.”
    – Trevor Hoke

    Life

    - Trevor, his wife, Christine, and their two children live in Charlotte.

    - He and his family are very active in their church, Myers Park Presbyterian Church.

    - Trevor has held past positions with the Mint Museum, United Way of Central Carolinas and Urban Ministry.

    • Barron’s Top 100 Private Wealth Management Teams, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
    • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Series 7 and 66 securities licenses (registered in all 50 states)
    • Queens University of Charlotte, M.B.A., finance
    • North Carolina State University, B.S.
    • Certified Investment Management Analyst®
    6100 Fairview Road
    Suite 900
    Charlotte, NC 28210
    trevor.hoke@ubs.com
    Trevor Hoke
    6100 Fairview Road,Charlotte,NC,28210
  • Ray Evans

    Ray Evans

    First Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KS
    • ME
    • NC
    • NJ
    • NM
    • NY
    • SC
    • TN
    • UT
    • VA
    • VT
    • WA
    • WV
    • WY

    Ray’s fascination with the financial markets began early in life when he won his eighth-grade stock-picking contest. His big win led to lifelong inspiration that continues to this day and grows stronger all the time. Before joining the financial industry 19 years ago, he owned a men’s lifestyle clothing line in which he designed, manufactured, sold and distributed his products. His attention to detail and natural inquisitiveness that fueled his success in that field, serve him well today in his private wealth management career and as a valued Financial Advisor for his team, Wickham Cash Partners.

    Relationship management, client education, communication and care are Ray’s priorities on the team. Because he’s found that financial discussions are often fraught with emotional triggers, he strives to support clients with more balanced, well-informed insights, creating space for grounded decisions based on sound principles.

    “ The foundation of any relationship is confidence. I earn and maintain the confidence of my clients when they consistently see that my words and actions align. Transparency, honesty and integrity are my guiding principles in business and in life.”
    – Ray Marshall Evans III

    Life

    - Ray is an avid golfer and skier, and he loves spending time on all kinds of boats.

    - His passion for the last 20 years has been spending time with family and raising his children to be compassionate, inclusive and productive individuals.

    - With the family now grown, Ray is now pursuing volunteer ventures in the mental health field, an underserved and underfunded area of his community.

      • Georgia State University, B.S., business
      • Deerfield Academy
      • Series 7, 31, 63 and 65 securities licenses (registered in all 50 states)
        6100 Fairview Road
        Suite 900
        Charlotte, NC 28210
        ray.evans@ubs.com
        Ray Evans
        6100 Fairview Road,Charlotte,NC,28210
      • Cameron Elliott

        Cameron Elliott

        Authorized Officer

        Senior Wealth Strategy Associate

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        • AK
        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • IN
        • KS
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MS
        • MT
        • NC
        • ND
        • NE
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • PR
        • RI
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • VI
        • VT
        • WA
        • WI
        • WV
        • WY

        Cameron began his career in the financial services industry in 2009 and joined Wickham Cash Partners in 2017.  Along with Trevor and Emily, Cameron focuses on the team's wealth management practice, where he is actively involved in developing each client's customized strategic portfolio allocation.  Cameron is responsible for performing initial and ongoing investment manager selection and asset allocation modeling; providing customized reporting; and disseminating proprietary and third-party economic and security-specific research to clients.

        Cameron received his Bachelor's degree and Master's degree from Campbell University and he has earned the Chartered Financial Analyst (CFA) and Certified Financial Planner™ (CFP™) designations.  He maintains the Series 7 and 66 FINRA registrations and is registered in all 50 states.

        Cameron lives in Charlotte with his wife, Samantha and their son, Levi.

          • Campbell University, M.B.A. Finance
          • Campbell University, B.B.A., Wealth & Investment Mgmt (minor Financial Planning)
          • Series 7 and 66 securities licenses (registered in all 50 states)
          • CERTIFIED FINANCIAL PLANNER™
          • Chartered Financial Analyst®
          6100 Fairview Road
          Suite 900
          Charlotte, NC 28210
          cameron.elliott@ubs.com
          Cameron Elliott
          6100 Fairview Road,Charlotte,NC,28210
        • Emily Dannenhoffer

          Emily Dannenhoffer

          Authorized Officer

          Senior Wealth Strategy Associate

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          • AK
          • AL
          • AR
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IA
          • ID
          • IL
          • IN
          • KS
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • MS
          • MT
          • NC
          • ND
          • NE
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • PR
          • RI
          • SC
          • SD
          • TN
          • TX
          • UT
          • VA
          • VI
          • VT
          • WA
          • WI
          • WV
          • WY

          Emily began her career in the financial services industry in 2011 and joined Wickham Cash Partners in 2018.  Along with Trevor and Cameron, she focuses on the team's wealth management practice, where she is actively involved in developing each client's customized strategic portfolio allocation.  Emily is responsible for performing initial  and ongoing investment manager selection and asset allocation modeling; providing customized reporting; and disseminating proprietary and third-party economic and security-specific research to clients.

          Emily received her Bachelor's degree in Economics and Business Administration from the College of Charleston.  She holds the Chartered Financial Analyst (CFA) designation and maintains her series 7 and 66 FINRA registrations.  She is registered in all 50 states.

          Emily lives in Charlotte with her husband Brian.

            • College of Charleston, B.S. Business Administration and Economics
            • Series 7 and 66 securities licenses (registered in all 50 states)
            • Chartered Financial Analyst®
            6100 Fairview Road
            Suite 900
            Charlotte, NC 28210
            emily.dannenhoffer@ubs.com
            Emily Dannenhoffer
            6100 Fairview Road,Charlotte,NC,28210
          • Matthew McLaughlin

            Matthew McLaughlin

            Authorized Officer

            Team Administrator

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            • AK
            • AL
            • AR
            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • HI
            • IA
            • ID
            • IL
            • IN
            • KS
            • KY
            • LA
            • MA
            • MD
            • ME
            • MI
            • MN
            • MO
            • MS
            • MT
            • NC
            • ND
            • NE
            • NH
            • NJ
            • NM
            • NV
            • NY
            • OH
            • OK
            • OR
            • PA
            • PR
            • RI
            • SC
            • SD
            • TN
            • TX
            • UT
            • VA
            • VI
            • VT
            • WA
            • WI
            • WV
            • WY

            Matt has been in the financial services industry since 1996.  After spending the first part of his career in leadership, Matt joined Wickham Cash Partners in 2013.  Matt is responsible for the day-to-day business operations of the team.  His background in the industry includes experiences with compliance, operations and business management. Matt holds the Accredited Wealth Management Advisor® designation and maintains his Series 6, 7, 9, 10, 63 and 66 FINRA designations.  He is registered in all 50 states.

            Matt is a resident of Indian Land, SC.  Where he enjoys all things outdoors, but especially Saturdays in the fall at South Carolina football games.

              • University of North Carolina at Wilmington, B.S. Finance
              • Series 6, 7, 9, 10, 63 & 66 securities licenses (registered in all 50 states)
                6100 Fairview Road
                Suite 900
                Charlotte, NC 28210
                matthew.g.mclaughlin@ubs.com
                Matthew McLaughlin
                6100 Fairview Road,Charlotte,NC,28210
              • Holly Marie Giacobone

                Holly Giacobone

                Client Associate

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                • AK
                • AL
                • AR
                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • HI
                • IA
                • ID
                • IL
                • IN
                • KS
                • KY
                • LA
                • MA
                • MD
                • ME
                • MI
                • MN
                • MO
                • MS
                • MT
                • NC
                • ND
                • NE
                • NH
                • NJ
                • NM
                • NV
                • NY
                • OH
                • OK
                • OR
                • PA
                • PR
                • RI
                • SC
                • SD
                • TN
                • TX
                • UT
                • VA
                • VI
                • VT
                • WA
                • WI
                • WV
                • WY

                Holly is a Private Wealth Sr. Client Service Associate who began her career in the financial services industry in 1991 and joined Wickham Cash Partners in 2000.  Holly helps lead the team's service group in providing a first-class client experience.  Holly maintains her Series 7, 31, 63 and 65 FINRA registrations and is registered in all 50 states.

                Holly resides in Charlotte with her husband, Pete and 2 children.

                      6100 Fairview Road
                      Suite 900
                      Charlotte, NC 28210
                      holly.giacobone@ubs.com
                      Holly Giacobone
                      6100 Fairview Road,Charlotte,NC,28210
                    • Laura Wynne Killette

                      Laura Killette

                      Client Associate

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                      • AK
                      • AL
                      • AR
                      • AZ
                      • CA
                      • CO
                      • CT
                      • DC
                      • DE
                      • FL
                      • GA
                      • HI
                      • IA
                      • ID
                      • IL
                      • IN
                      • KS
                      • KY
                      • LA
                      • MA
                      • MD
                      • ME
                      • MI
                      • MN
                      • MO
                      • MS
                      • MT
                      • NC
                      • ND
                      • NE
                      • NH
                      • NJ
                      • NM
                      • NV
                      • NY
                      • OH
                      • OK
                      • OR
                      • PA
                      • PR
                      • RI
                      • SC
                      • SD
                      • TN
                      • TX
                      • UT
                      • VA
                      • VI
                      • VT
                      • WA
                      • WI
                      • WV
                      • WY

                      Laura began her career in the financial services industry in 1998 and joined Wickham Cash Partners in 2002.  As a Private Wealth Sr. Client Service Associate, Laura manages the daily services aspects for our clients.  Laura maintains her Series 7 and 66 FINRA registrations and is registered in all 50 states.

                      Laura lives in Mint Hill, NC with her husband, Scott and their 3 children.

                            6100 Fairview Road
                            Suite 900
                            Charlotte, NC 28210
                            laura.killette@ubs.com
                            Laura Killette
                            6100 Fairview Road,Charlotte,NC,28210
                          • Allison Courtney Marsh

                            Allison Courtney Marsh

                            Client Associate

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                            • AK
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                            • CA
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                            • WY

                            Allison began her career with UBS in 2015 as a Client Service Associate, serving high net worth clients for a team based in Rochester, NY.  She joined Wickham Cash Partners in June of 2020 and has relocated to Charlotte, NC.  Allison is a proud graduate of the University of Dayton, where she earned her degree in Marketing and International Business.  Allison enjoys being outdoors, exercising, playing golf and spending time with her family and friends.

                            Allison maintains her FINRA series 7 and 66 registrations and is registered in all 50 states.

                                  6100 Fairview Road
                                  Suite 900
                                  Charlotte, NC 28210
                                  allison.marsh@ubs.com
                                  Allison Courtney Marsh
                                  6100 Fairview Road,Charlotte,NC,28210
                                • Taylor Penzer

                                  Taylor Penzer

                                  Client Associate

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                                  • AK
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                                  • CA
                                  • CO
                                  • CT
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                                  • WV
                                  • WY

                                  Taylor began her career with UBS in 2016 as a Client Service Associate, based in the Charlotte, NC branch office.  She joined Wickham Cash Partners in May of 2021 as a Private Wealth Senior Client Service Associate.  Her focus on building long-term relationships with the clients and their families begins with providing exceptional service for all aspects of their financial needs.

                                  Taylor is a proud graduate of the Queens University of Charlotte, earning her degree in Business.  While at Queens, Taylor was a two-time conference champion for the Women’s Golf Team.

                                  Taylor enjoys being outdoors, going to the beach, playing golf, and spending time with family and friends.  Taylor is active in a local church, where she spends time volunteering in the kids’ ministry.

                                  She maintains here FINRA series 7 and 66 registrations and is registered in all 50 states.

                                   

                                        6100 Fairview Road
                                        Suite 900
                                        Charlotte, NC 28210
                                        taylor.penzer@ubs.com
                                        Taylor Penzer
                                        6100 Fairview Road,Charlotte,NC,28210
                                      • Lincoln Steelman

                                        Lincoln Steelman

                                        Team Administrator

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                                        • AK
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                                        • WV
                                        • WY

                                        Lincoln started in the financial services industry in 2004 and joined Wickham Cash Partners in 2010 as a Sr. Private Wealth Client Service Associate.  Lincoln is responsible for overseeing the day-to-day operations for our custody relationships.  Lincoln maintains his Series 7 and 66 FINRA registrations and is registered in all 50 states.

                                        Lincoln lives in Concord with his wife, Janel and their 4 children.

                                              6100 Fairview Road
                                              Suite 900
                                              Charlotte, NC 28210
                                              lincoln.steelman@ubs.com
                                              Lincoln Steelman
                                              6100 Fairview Road,Charlotte,NC,28210
                                            • Shareese Weldon

                                              Shareese Weldon

                                              Client Associate

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                                                Shareese began her career in the financial services industry in 2007.  She joined Wickham Cash Partners in 2018 with the responsibility to provide exceptional service to our clients on a daily basis. 

                                                Shareese is a resident of Charlotte, where she resides with her 3 children.

                                                      6100 Fairview Road
                                                      Suite 900
                                                      Charlotte, NC 28210
                                                      shareese.weldon@ubs.com
                                                      Shareese Weldon
                                                      6100 Fairview Road,Charlotte,NC,28210
                                                    • Brianna Stanley

                                                      Brianna Gaskins

                                                      Client Associate

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                                                        Brianna began in the financial services industry in 2013 and later joined Wickham Cash Partners in 2016.  Brianna is responsible for day-to-day service and operations.

                                                        Brianna resides in Charlotte.

                                                              6100 Fairview Road
                                                              Suite 900
                                                              Charlotte, NC 28210
                                                              brianna.stanley@ubs.com
                                                              Brianna Gaskins
                                                              6100 Fairview Road,Charlotte,NC,28210
                                                            • Colin

                                                              Colin Noone

                                                              Client Associate

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                                                              • AK
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                                                              • OK
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                                                              • UT
                                                              • VA
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                                                              • VT
                                                              • WA
                                                              • WI
                                                              • WV
                                                              • WY

                                                              Colin started his career in March of 2021 by joining Wickham Cash Partners as a Registered Client Service Associate.  Colin prides himself on providing excellent service to our clients on a daily basis and takes tremendous pride in building trust in his relationships.

                                                              Colin resides in Charlotte and enjoys spending time playing soccer and exploring the city.

                                                                • Series 7 and 66 securities licenses (registered in all 50 states)
                                                                  6100 Fairview Road
                                                                  Suite 900
                                                                  Charlotte, NC 28210
                                                                  colin.noone@ubs.com
                                                                  Colin Noone
                                                                  6100 Fairview Road,Charlotte,NC,28210
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                                                                  Susan Filburn

                                                                  Client Associate

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                                                                    Susie began her career in the financial services industry in 2019 and joined Wickham Cash Partners as a Registered Private Wealth Client Service Associate in 2023.  Susie enjoys the day to day interactions with clients and strives to provide them with excellent service.  Susie maintains her Series 7 and 66 FINRA registrations and is registered in all 50 states.

                                                                    Susie lives in Tega Cay, SC with her husband, John and 2 children.

                                                                      • Series 7 and 66 securities licenses (registered in all 50 states)
                                                                        6100 Fairview Road
                                                                        Suite 900
                                                                        Charlotte, NC 28210
                                                                        susan.filburn@ubs.com
                                                                        Susan Filburn
                                                                        6100 Fairview Road,Charlotte,NC,28210
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                                                                        Aaron Inkrote

                                                                        Client Associate

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                                                                        • AK
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                                                                        • AR
                                                                        • AZ
                                                                        • CA
                                                                        • CO
                                                                        • CT
                                                                        • DC
                                                                        • DE
                                                                        • FL
                                                                        • GA
                                                                        • HI
                                                                        • IA
                                                                        • ID
                                                                        • IL
                                                                        • IN
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                                                                        • KY
                                                                        • LA
                                                                        • MA
                                                                        • MD
                                                                        • ME
                                                                        • MI
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                                                                        • MO
                                                                        • MS
                                                                        • MT
                                                                        • NC
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                                                                        • NJ
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                                                                        • NV
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                                                                        • OH
                                                                        • OK
                                                                        • OR
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                                                                        • PR
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                                                                        • SD
                                                                        • TN
                                                                        • TX
                                                                        • UT
                                                                        • VA
                                                                        • VI
                                                                        • VT
                                                                        • WA
                                                                        • WI
                                                                        • WV
                                                                        • WY

                                                                              6100 Fairview Road
                                                                              Suite 900
                                                                              Charlotte, NC 28210
                                                                              aaron.inkrote@ubs.com
                                                                              Aaron Inkrote
                                                                              6100 Fairview Road,Charlotte,NC,28210
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                                                                              Christopher Kale

                                                                              Client Associate

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                                                                                Chris joined Wickham Cash Partners in April of 2022 as a client service associate.  Chris prides himself on providing excellent service to our clients on daily basis and takes tremendous ownership in building trust in the relationships he develops.

                                                                                Chris is a Charlotte native and enjoys spending time with friends and family on the lake, mountain biking and camping.

                                                                                      6100 Fairview Road
                                                                                      Suite 900
                                                                                      Charlotte, NC 28210
                                                                                      christopher.kale@ubs.com
                                                                                      Christopher Kale
                                                                                      6100 Fairview Road,Charlotte,NC,28210

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