The Cenname Team
Private Wealth and Financial Advisors

65 East State Street, Suite 2600
Columbus, OH 43215
Phone: 800.873.5870
Fax: 866.219.7171
Directions to Branch

9128 Strada Place, Suite 301
Naples, FL 34108
Phone: 239.263.1409
Fax: 866.219.7171
Directions to Branch

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The Cenname Difference

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 are highly trained and dedicated to providing individuals and families with innovative financial strategies and solutions designed to help address the challenges posed by substantial wealth. Building on the Merrill Lynch wealth management process, we have developed a six-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 Lynch 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.

Private Banking and Investment Group

The Private Banking and Investment Group provides tailored solutions 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. The PBIG Accreditation Program identifies financial advisors who demonstrate the technical proficiency necessary to deliver exceptional service exclusively to ultra-high-net-worth individuals. The program assesses a team's business model and skill in the strategies and solutions that best address the needs of those clients. Advisors must pass an oral assessment process to become private wealth advisors.

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.

"We believe that clients expect us to be an experienced, honest advisor who can guide them to make rational decisions based on knowledge and understanding."

August (Augie) Cenname
Managing Director
Private Wealth Senior Consultant

The Value That Broad Experience Can Bring You

We understand that addressing your financial objectives is only one part of wealth management. As a team within Merrill Lynch's Private Banking and Investment Group, we spend a significant amount of time getting to know you, the people and places that matter most and your financial circumstances. Our knowledge of you, coupled with our team members' wide range of experience, places us in an ideal position to help you in many areas of your financial life, including:

Wealth Preservation We can help with strategies designed to preserve your wealth without compromising your ability to build the life and legacy you have in mind.

Financial Independence With an eye on longer-term goals, we examine income, estimated taxes and cash flow—and help you address your lifestyle aspirations.

Banking Services Through Bank of America, we can offer you access to a variety of banking services you can use every day, such as checking and savings accounts, Web bill pay, credit cards and CDs.

Liability Management Through Bank of America, we can offer you access to help for designing a financing strategy tailored to your unique situation and objectives. This includes financing for boats, planes, real estate, art and more.

Estate Planning Services In conjunction with your legal and tax advisors, we help to identify strategies designed to minimize tax liabilities and maximize your ability to transfer wealth to family or charitable endeavors.

Concentrated Stock Strategies We offer a broad range of strategies, whether your objective is managing risk, monetization, diversifying exposure or transferring wealth.

Transforming Your Financial Goals Into Realities

Working with the Private Banking and Investment Group at Merrill Lynch and The Cenname Team, you receive access to knowledgeable analysts and senior wealth strategists, as well as robust investment management strategies. Our goal is to help you pursue your financial objectives.

Typically strategies include:

  • An investment approach designed to balance goals with risk and near-term spending with long-term objectives
  • A perspective that includes a breadth of ideas
  • Regular research and analysis
  • Performance reviews to confirm that your strategy is working as you intend

To help you with your strategy, we rely on Merrill Lynch's Investment Management and Guidance group, whose analysts identify and vigorously vet products and third-party money managers from around the world, both within and beyond the bounds of Merrill Lynch. We then evaluate their selections to identify which ones match your goals, time frame, risk tolerance, liquidity requirements and investment approach.

A Positive, Professional and Effective Experience

In a sense, wealth management and client relationships are both about chemistry. The Private Banking and Investment Group at Merrill Lynch is built on that idea, offering advice and guidance to—and helping to address the needs of—the firm's wealthiest clients.

No fewer than four members of The Cenname Team serve each client, and they each bring a special skill set to the relationship management. Other team members may be brought in as necessary, and we are available to help with the integration and coordination of your other trusted advisors.

Our goal is to help you manage the complexities of your wealth. In our opinion, it is the depth of the resources we draw upon, our intellectual capital and the advice and guidance we provide that set us apart from other advisors.

Our Team

Our Private Banking and Investment Professionals

Our rigorously trained private wealth advisors provide clients with a direct line to all of the resources and capabilities of a truly global investment firm—with a boutique-like approach that is designed to meet their distinctive needs. Concierge services, family meetings, and private seminars and events are all part of the experience.

August (Augie) A. Cenname

Managing Director
Private Wealth Senior Consultant
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Peter Motta, CIMA®, CPWA®

Managing Director
Private Wealth Advisor
Senior Portfolio Manager
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Michael Denti, CIMA®

Senior Vice President
Senior Consultant
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Charles Jarrett, CFP®, ChFC®,
CIMA®, CLU®, CPWA®, CRPC®

Senior Vice President
Private Wealth Advisor
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Audrey Tuckerman

Senior Vice President
Private Wealth Manager
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Lawrence E. Manierre

Vice President
Private Wealth Manager
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Steve C. Vujevich II

Vice President
Private Wealth Manager
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Angela Contini, CRPC®

Assistant Vice President
Private Wealth Relationship Manager
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Gina Domico, AWMA®, CDFA®

Assistant Vice President
Private Wealth Relationship Manager
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Nicole S. Reehil, AWMA®

Assistant Vice President
Private Wealth Relationship Manager
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Matthew Anderson, CFP®

Private Wealth AnalystInvestments
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Lydia Johnson

Registered Private Wealth Associate
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Stacy Timmons, CRPC®

Private Wealth Relationship Manager
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Chris Chatfield, CFA®, CAIA

Private Wealth AnalystInvestments
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Jay Bucher

Analyst
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Carroll Baker

Registered Private Wealth Associate
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Danielle Mace

Private Wealth Associate
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Our Merrill Lynch Wealth Management Professionals

Cindy Elmore, CRPC®

Senior Vice President
Senior Financial Advisor
Equity Plan Consultant
Retirement Benefits Consultant
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Cindy Reynolds, CRPC®

Vice President
Wealth Management Advisor
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Satyam Desai

Financial Advisor
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Kristy Etling, CRPC®

Senior Financial Advisor
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Alicia Nichols

Registered Senior Client Associate
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Peter Motta is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Charles Jarrett is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Audrey Tuckerman is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Larry Manierre is registered to do business in : AZ, CA, CO, CT, DE, FL, GA, IL, IN, MA, MD, MN, NC, NE, NJ, NY, OH, PA, TN, VA

Steve C. Vujevich II is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Cindy Elmore is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Cindy Reynolds is registered to do business in : AZ, CA, CO, DC, FL, IL, IN, KY, MA, MD, MI, MS, NC, NH, NY, OH, OR, SC, TX, VA, WA, WI

Satyam Desai is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY

Kristy Etling is registered to do business in : AL, CA, FL, GA, IN, KS, KY, MI, MN, MO, NC, NV, OH, OK, PA, TX, VA

For questions regarding registration information please contact your Financial Advisor.
FCB6D292 (JCF*******801)