The CBC Group

Merrill Private Wealth Management
13510 Ballantyne Corporate Pl
Charlotte, NC 28277
(704) 341.5101
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Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Jim Cantalupo
Managing Director, Senior Resident Director - Private Wealth Advisor
Forbes "Best-in-State Wealth Advisors", 2021-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Barron's "America's Top 1200 Financial Advisors State-by-State", 2020
(Published on March 13, 2020. Rankings based on data as of September 30, 2019.)
Show more recognition
The CBC Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Barron’s “Top 250 Private Wealth Management Teams”, 2024
(Published on May 10, 2024. Rankings based on data as of December 31, 2023.)
Our Approach
The CBC Group

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

Tuesday, October 1st 2024| 10:30-11:30 AM
Year End 2024 Investment Insights

Join us for a presentation by David Koh, an investment management specialist with the Chief Investment Office. David will outline our expectations for 2024 year end, given recent volatility and the upcoming election. He has over ten years of industry experience with a focus on investing, product development, and growing assets. In addition, David has deep experience in portfolio constructions with both private and institutional clients.

We encourage you to register in advance for the webinar by clicking the link below to ensure you receive the proper meeting invitation.

Please RSVP here

Meet Our Team
Jim Cantalupo,

CFP®, CPFA™

Managing Director, Senior Resident Director - Private Wealth Advisor
704.341.5101
David Finby,

CIMA®, CKP®, CPFA™

Managing Director, Wealth Management Advisor
704.341.5111
Diedrich Oglesbee,

CFP®, CPFA™

Senior Vice President, Wealth Management Advisor
800.276.8412
Christine Goldsmith,

CDFA®, CKP®, CPFA™, CRPC™

Senior Vice President, Senior Financial Advisor
704.341.5110
Craig Mayeux,

CFP®

First Vice President, Wealth Management Advisor
704.341.5008
Rebecca Day,

CRPC™

First Vice President, Senior Financial Advisor
704.341.5005
Wes Haney,

CPFA™

Assistant Vice President, Senior Financial Advisor
704.341.5130
Alex Luna
Assistant Vice President, Financial Advisor
704.341.5006
Brady Berger
Financial Advisor
704.341.5024
Anna Kenkel,

CRPC™

Financial Advisor
704.341.5154
Matthew Scott
Financial Advisor
704.341.5009
Mark Badalamenti
Financial Advisor
704.341.5034
Olivia Finby
Financial Advisor
980.470.1049
Elizabeth A Lachanski
Director, Senior Business Manager
704.341.5003
Anna S Miller,

CRPC™

Assistant Vice President, Private Wealth Relationship Manager
704.341.5102
Aleyda Y Maylone
Officer, Registered Senior Wealth Management Client Associate
704.341.5157
Julia H Marble
Assistant Vice President, Wealth Management Associate
704.341.5132
Anna Albuquerque Chavis
Officer, Wealth Management Client Associate
704.341.5150
Margaret N. Randle
Registered Wealth Management Client Associate
704.341.5124
Ashlee Dean
Officer, Wealth Management Client Associate
704.341.5023
Isabella  Peterson
Isabella Peterson
Wealth Management Client Associate (FP)
704.341.5007
Glenda G McConneghey
Officer, Registered Wealth Management Client Associate
704.341.5103
Courtland Stout,

CPFA™

Relationship Manager
704.341.5002
Jonathan  Wierzba
Jonathan Wierzba
Wealth Management Specialist - Non-Registered (FP)
704.341.5109
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Private Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Merrill Lynch Logo
Matt Shepherd
Wealth Management Banking Specialist
Merrill
Merrill Lynch Logo
Kelly Siglinger
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1530990
About Private Wealth

Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.