The McDade Group
Merrill Private Wealth Management
6000 Fairview Rd
Charlotte, NC 28210
(980) 282.1767
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Mission Statement
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.
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
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.)
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.)
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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
Hunter Gregory Satcher
Private Wealth Planner
704.705.3263
Nicholas Baumgarten,

CFP®

Assistant Vice President, Wealth Management 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
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.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMC® and Certified Investment Management ConsultantSM. Use of CIMC®, and/or Certified Investment ConsultantSM signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management consultants.