The Cenname Team

Merrill Private Wealth Management

8890 Lyra Dr
Columbus, OH 43240
(614) 225-3070
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Your journey requires customized strategies tailored to your unique goals and priorities. We serve a limited number of individuals and families, allowing us to offer personalized, boutique-like services to help you simplify your life and pursue what’s important to you.
The Cenname Team
Merrill Lynch Wealth Management
Welcome

At The Cenname Team, we believe that our difference is based on three factors: our people, our process and our implementation.

With approximately a century of collective experience, our five Private Wealth Advisors and Managers are highly trained and dedicated to providing individuals and families with innovative financial strategies designed to help address the challenges posed by substantial wealth. Building on the Merrill wealth management process, we have developed a five-step process to help you organize your financial life and create a strategy designed to help you pursue your goals. We emphasize implementation and service. Working with a select number of ultra-high-net-worth families allows us to give the necessary attention to assisting them with the financial challenges that can accompany great wealth. To enhance our ability to provide the responsive service you deserve, our Private Wealth Advisors collaborate with Merrill wealth management professionals who can help clients with retirement planning and general wealth management services in situations where wealth or compensation is tied to company-sponsored benefit plans.

We seek to engage clients in "enlightened collaboration," a way of working that encourages individuals to come together with resources, determination and discipline to create insightful wealth management strategies and offer high-level, proactive service. Creating a positive, professional and effective experience through enlightened collaboration is more than just our focus—it's our commitment to you.

Merrill Private Wealth Management

Merrill Private Wealth Management provides tailored strategies to help meet the distinct needs of individuals and families with substantial wealth. Clients are served with a boutique-like approach by teams of rigorously trained and experienced advisors who are skilled in working with wealthy clients, their families and businesses. Clients can enjoy a caliber of resources and future-focused strategies that is typically reserved for the world's largest enterprises. 

Merrill Lynch Wealth Management

Merrill Lynch Wealth Management offers a broad range of brokerage, investment advisory and other services, including insurance and investment analytics. Our advisors are available to work closely with clients' other trusted advisors, including accountants, attorneys and tax specialists. We can provide access to trust and estate planning services through Bank of America specialists.

Videos
Your Intangible Capitals and Why They are Important
Recognition
Peter Motta
Managing Director, Private Wealth Advisor
Financial Times "Top 400 Financial Advisers", 2018-2020
(Published annually Mar – April. Rankings based on data as of June 30 of prior year.)
Barron's "America's Top 1200 Financial Advisors State-by-State", 2015-2022
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2019-2021
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
THE CENNAME TEAM
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
Our Philosophy

We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

Wednesday, December 13th 2023| 4:00 PM EST
Increasing Business Value

Your value acceleration journey begins when you take a seat at the Owners' Roundtable. The Owners' Roundtable covers essential business planning issues that impact your business, helps you, as an owner, think beyond the business, and provides clear ideas on what you need to do to maximize your business' value and exit on your terms.

During this event, we will discuss:
· Market Perspective and Dynamics

· Three Keys to a Successful Transition

· Value Acceleration Methodology Overview

· The 4Cs of Strong Capital

· A Case for Transition-Readiness: The 5 Ds

· The 5 Stages of Value Maturity

Meet Our Team
August A Cenname
Managing Director, Senior Relationship Manager
614.225.3070
Peter Motta,

CIMA®, CPWA®

Managing Director, Private Wealth Advisor
614.225.8124
Audrey Tuckerman
Managing Director, Private Wealth Advisor
614.225.3010
Charles Jarrett,

ChFC®, CEPA®, CFP®, CIMA®, CLU®, CPWA®, CRPC™

Senior Vice President, Private Wealth Advisor
239.263.1405
Lawrence Manierre
First Vice President, Private Wealth Manager
239.263.1409
Nicole S Reehil,

AWMA™

Vice President, Private Wealth Senior Relationship Manager
614.225.3118
Angela A Contini,

CRPC™

Vice President, Private Wealth Senior Relationship Manager
614.225.3174
Gina C Domico,

AWMA™, CDFA®, CFP®, SE-AWMA™

Vice President, Private Wealth Senior Relationship Manager
614.225.3172
Stacy L Timmons,

CRPC™

Assistant Vice President, Private Wealth Relationship Manager
614.225.3101
Carroll S Baker,

AWMA™

Vice President, Private Wealth Senior Relationship Manager
239.649.2906
Christopher D Chatfield,

CAIA®, CFA®

Assistant Vice President, Private Wealth Investment Management Specialist
614.225.3190
Jay A Bucher,

CFA, CFP®

Assistant Vice President, Private Wealth Investment Management Specialist
614.225.3026
Danielle J Fisher
Registered Private Wealth Client Associate
614.225.3197
Cynthia Elmore,

CKP®, CPFA™, CRPC™

Senior Vice President, Senior Financial Advisor
614.225.3072
Kristen Etling,

CPFA™, CRPC™

First Vice President, Senior Financial Advisor
614.225.3109
Alicia R Dassylva,

AWMA™

Assistant Vice President, Private Wealth Relationship Manager
614.225.3173
Lydia J Johnson
Registered Private Wealth Client Associate
614.225.3175
Austin Mortimer
Officer, Wealth Management Specialist
614.225.3014
Touby Bender,

CRPC™

Financial Advisor
614.225.3030
Cynthia Reynolds,

CRPC™

Senior Vice President, Wealth Management Advisor
614.225.8127
Makenzie Palmer
Wealth Management Client Associate
614.233.3351
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.

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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
CLU® and Chartered Life Underwriter® marks are the property of The American College of Financial Services, which reserves the sole rights to its use, and is used by permission.
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.
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.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
CAIA® and Chartered Alternative Investment Analyst® are registered service marks of the Chartered Alternative Investment Analyst Association.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.