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The CBC Group

Merrill Private Wealth Management

13510 Ballantyne Corporate Pl

Charlotte, NC 28277

(704) 341.5101

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WelcomeRecognitionOur ApproachEventsMeet Our TeamInsightsAbout Private Wealth

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.)

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

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.)

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.)

David Finby

Managing Director, Wealth Management Advisor

Forbes "Best-in-State Wealth Advisors", 2019-2024

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Financial Times "Top 401 Retirement Plan Advisors", 2017-2018

(Published annually May – Oct. Rankings based on data as of Dec 31 of prior year.)

Forbes "Best-in-State Wealth Advisors", 2019-2024

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Financial Times "Top 401 Retirement Plan Advisors", 2017-2018

(Published annually May – Oct. Rankings based on data as of Dec 31 of prior year.)

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.)

Click here to learn more about advisor recognitions

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 Major

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

803.733.2157

Ashlee Dean

Officer, Wealth Management Client Associate

704.341.5023

Isabella Peterson

Wealth Management Client Associate

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

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.

Matt Shepherd

Wealth Management Banking Specialist

Merrill

Kelly Siglinger

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #1530990

Insights

Remaining on course as we approach year end

Market Decode: Outlook 2025 Sneak Peek

Making charitable giving more tax-efficient

Art market update fall 2024: Opportunity knocks?

Getting ready to start a new business? A guide to managing taxes

Sunset on the horizon: Get ready for transfer tax exemptions to be reduced in 2026

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.