Hunter Satcher

About Hunter Satcher

I am a Private Wealth Planner at Merrill Private Wealth Management, where I serve as a part of The McDade Group in Charlotte, NC. Prior to this role, I gained valuable experience as a Wealth Management Specialist and Financial Advisor at Linden Thomas & Company as well as a Specialty Services & Operations Support Leader at The Vanguard Group. I hold the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Board of Standards, as well as an MBA with a specialization in Marketing and a certification in Business Analytics. Additionally, I earned a Bachelor\'s degree with a double major in Finance and Management.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

Experience

1. Private Wealth Planner

   Merrill Lynch

   Sep 2024 — Present

   As a Private Wealth Management team, we are focused on serving a limited number of clients, so we can deliver the attention and potential solutions you need and deserve. We offer guided access to the vast resources available through Merrill and Bank of America.

Education

• University of South Carolina

  Masters of Business Administration, MBA

  2020 — 2021

• University of South Carolina

  Bachelor's Degree

  2016 — 2020