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 four 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.