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The CBC Group

Private Wealth Advisors
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At The CBC Group, every member of our team is dedicated to helping people achieve their financial goals. We believe every client is entitled to the highest level of personalized service and care. With the global resources of Merrill, we’ll place you at the center of the wealth management process as we work together to design a goals-based financial approach to help you reach the goals that matter most to you.

Meet the Team

The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet your specialized needs with relationships based on trust and personalized service.

Jim E Cantalupo

Jim E Cantalupo,

Managing Director

Senior Resident Director - Private Wealth Advisor

704.341.5101
Thomas J Berger

Thomas J Berger,

Senior Vice President

Wealth Management Advisor

704.341.5113
David K Finby

David K Finby,

Managing Director

Wealth Management Advisor

704.341.5111
Diedrich D Oglesbee

Diedrich D Oglesbee,

Senior Vice President

Wealth Management Advisor

704.341.5151
Christine Rowe Goldsmith

Christine Rowe Goldsmith,

Senior Vice President

Senior Financial Advisor

704.341.5110
William Craig Mayeux

William Craig Mayeux,

First Vice President

Wealth Management Advisor

704.341.5008
Rebecca A Day

Rebecca A Day,

First Vice President

Senior Financial Advisor

704.341.5005
Wes Haney

Wes Haney,

Senior Financial Advisor

704.341.5130
Robert  Maxson

Robert Maxson

Financial Advisor

704.341.5015
Sasha L Poulos

Sasha L Poulos

Financial Advisor

704.341.5023
William L Braude

William L Braude

Financial Advisor

704.341.5010
Andrew  Sessions

Andrew Sessions,

Relationship Manager

704.341.5109
Anna S Miller

Anna S Miller

Private Wealth Associate

704.341.5102
Mark W Badalamenti

Mark W Badalamenti

Wealth Management Client Associate

704.341.5124
Benjamin  Parker

Benjamin Parker

Registered Wealth Management Client Associate

704.341.5007
Aleyda Y Maylone

Aleyda Y Maylone

Registered Senior Wealth Management Client Associate

704.341.5157
Julia H Marble

Julia H Marble

Wealth Management Associate

704.341.5132
Anna  Albuquerque

Anna Albuquerque

Wealth Management Client Associate

704.341.5150
Glenda G McConneghey

Glenda G McConneghey

Registered Wealth Management Client Associate

704.341.5103

Strategies designed to help you achieve your goals

As a client of Merrill Private Wealth Management, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.

Our Approach

A Commitment to Service

Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.

Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, we will work with you to develop an approach designed to help address your financial needs.

Let's have a conversation

Your dedicated Merrill Private Wealth Management team is ready to help you pursue what’s most important to you.

Our Vision

For clients of substantial means, Merrill Private Wealth Management provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing an approach designed to support your family members for the years to come.

Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation.

Boutique-like service with the access to the investment resources of Merrill and banking convenience of Bank of America

We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating financial strategies tailored to your unique situation.

A relentless commitment to transparency and customized strategies

As our client, know we are working in your best interests, providing goals-based financial strategies designed to anticipate and help meet your evolving financial needs.

The CBC Group

Private Wealth Advisors