At Merrill, we help clients simplify the complex

We embrace the twists and turns of life, helping clients navigate their financial complexities to create a path forward. As our ad campaign says, having the “bull at your back” means you don’t have to go it alone.

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The McDade Group

Merrill Private Wealth Management

6000 Fairview Rd

Charlotte, NC 28210

(980) 282.1767

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As a Private Wealth Management team, we are focused on serving a limited number of clients, so we can deliver the attention and solutions you need and deserve. We offer guided access to the vast resources available through Merrill and Bank of America. And we have experience working with clients like you and specialized training to help address the complexities of an evolving world.

The McDade Group

WelcomeRecognitionOur ApproachMeet 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, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

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Supporting your future

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Recognition

Ian McDade

Managing Director, Private Wealth Advisor

Financial Times "Top 401 Retirement Plan Advisors", 2016, 2020

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

Forbes' "America's Top State-by-State Advisors", 2019

(Published on February 20, 2020. Rankings based on data as of June 30, 2018.)

Show More Recognitions

Financial Times "Top 401 Retirement Plan Advisors", 2016, 2020

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

Forbes' "America's Top State-by-State Advisors", 2019

(Published on February 20, 2020. Rankings based on data as of June 30, 2018.)

Barron's "Top 1,200 Financial Advisors", 2019-2021, 2024

(Published annually in March. Rankings based on data as of September 30 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 Advisers", 2020

(Published on October 22, 2020. Rankings based on data as of Dec 31, 2019.)

Ian McDade

Managing Director, Private Wealth Advisor

Financial Times "Top 401 Retirement Plan Advisors", 2016, 2020

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

Forbes' "America's Top State-by-State Advisors", 2019

(Published on February 20, 2020. Rankings based on data as of June 30, 2018.)

Show More Recognitions

Financial Times "Top 401 Retirement Plan Advisors", 2016, 2020

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

Forbes' "America's Top State-by-State Advisors", 2019

(Published on February 20, 2020. Rankings based on data as of June 30, 2018.)

Barron's "Top 1,200 Financial Advisors", 2019-2021, 2024

(Published annually in March. Rankings based on data as of September 30 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 Advisers", 2020

(Published on October 22, 2020. Rankings based on data as of Dec 31, 2019.)

Click here to learn more about advisor recognitions

Our Approach

The McDade Group

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Meet Our Team

Ian McDade,

CFP®, CIMA®, CIMC®, CPFA™

Managing Director, Private Wealth Advisor

980.282.1767

Catherine Sheehy

Registered Private Wealth Client Associate

704.705.3238

Stephanie Roundy

Private Wealth Client Associate (FP)

980.282.1797

Nicholas Baumgarten,

CFP®

Assistant Vice President, Senior Financial Advisor

704.705.3307

Olivia Romesburg

Registered Wealth Management Client Associate

980.282.1823

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.

Christopher Harley

Wealth Management Banking Specialist

Michael Duffy

Private Wealth Strategies Advisor

Insights

Market Briefs: Economic Trends, Insights, and Reports

Prosperity in Partnerships: Navigating wealth as a couple

Investors, take note: Gen Z is about to change everything

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

Financial planning at Merrill

Merrill is committed to helping you stay cyber secure

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

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.