Private Wealth Advisors
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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.

Our Videos

Insights, observations, and ideas to help you in your pursuit of your financial goals.

Important Video Disclosures

Watch my video to see how my team and I can help you preserve and grow your legacy.

Watch my video to see all the ways I can serve and support you on your financial journey.

Watch my video to see how my team and I can help you achieve your financial goals for your business and your family.

Watch my video to see how my team and I can help you achieve your financial goals for your business and your family.

Take charge of your financial future with a plan that is all about you.

My team and I will help you fulfill your vision for your family's financial future.

Meet the Team

The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet your specialized needs with relationships based on trust and personalized service.

Past Events

Increasing Business Value

December 13th, 2023|4:00 PM - 5:00 PM EST

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

    Strategies designed to help you achieve your goals

    As a client of Merrill Private Wealth Management, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.

    Our Approach

    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 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.

    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.

    Commitment to Our Community

    The Cenname Team is committed to making an impact in their local and national community. The team participates in a variety of charitable events throughout the year and are determined to make a difference. They value helpings those in need, and contribute to organizations that make that a priority.

    A Cause Close to Our Team
    Collier Community Foundation 4.jpg
    This year so many of our clients, team, family, and friends were struck by Hurricane Ian off the West Coast of Florida. We have made a donation the Collier Community Foundation on behalf of our clients and partners, which will be used specifically for relief efforts related to the hurricane victims in Sanibel, Fort Myers and the Naples area. 

    A Women's Event
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    The women of The Cenname Team hosted an event at the Columbus Museum of Art featuring Olympic Gold Medalist and Long Term Care Expert, Wendy Boglioli. Wendy shared her Olympic story and how she became a part of the Long Term Care Industry, as well as the importance of having a plan in place when it comes to Long Term Care.

    Bull Run Kickball Tournament

    The Cenname Team has taken home first place the first two years of the annual Bull Run Kickball Tournament!  The Bull Run is a annual 5k/10k that is hosted by Merrill in Columbus, OH. All proceeds from this run benefit the amazing work being done at Nationwide Children's Hospital.

    Serving at the YWCA Family Center

    The Cenname Team and their families serving dinner at the local YWCA Family Center to the residents. The YWCA Family Center provides emergency shelter and critical services to stabilize homeless families in central Ohio. They rely on volunteers for 3 meals a day, served 365 days a year!

    JJ Watt Charity Classic

    The Cenname Team has sponsored the JJ Watt Foundation’s Charity Classic since 2014. All proceeds benefit the JJ Watt Foundation, which helps to provide after-school opportunities for middle-school-aged children to become involved in athletics.

    KIPP Academy Prove the Possible Event

    The Cenname Team has sponsored the KIPP Columbus Prove the Possible Event, which benefits KIPP students supporting their journey to and through college. This event featured Ohio State’s Head Football Coach, Urban Meyer, Eddie George and other extraordinary athletes at OSU.

    Corporate Executives

    We understand the complexities that come with your executive position and the extreme demands on your time. We can help you develop a customized strategy that your finances and compensation require. We can help with risk management strategies for your concentrated stock position while navigating complex SEC rules, trading restrictions and reporting requirements. If you’ve just been promoted and would like help evaluating your new compensation plan, or if you’re looking to develop a long-term financial strategy for you and your family — designed to enable you to live life as you want it, with reliable access to cash — we can help simplify your financial life, as well as develop new strategies as your career and goals evolve.

    Company Founders, Private Business Owners & Entrepreneurs

    When you have built your own business, your personal finances and the life of your company are closely intertwined. You may be thinking about how to invest in your company’s growth while also deciding how best to use your personal assets. Helping ensure the future of your business likely involves employee benefits, retirement plans and succession planning. Helping secure your family’s legacy could entail wealth transfer strategies, trusts and philanthropy. Whatever your specific needs, we at Merrill Private Wealth Management can help entrepreneurs and business owners balance their personal financial lives with their life’s work. We are dedicated in providing the experience and resources to help support your ongoing success.

    Professional Athletes

    As a professional athlete, you understand how grit and determination have helped you succeed in a challenging environment, as well as the unique financial needs that come with your success. At Merrill Private Wealth Management, we are focused on helping you enjoy the lifestyle you have worked so hard to achieve while striving for the financial future you want for yourself and your family. Drawing on our extensive capabilities and the broad resources of a global institution, we offer financial strategies designed to help simplify the complexities of your financial life and build the legacy you envision.

    Intergenerational Family Wealth

    As a family that spans multiple generations, you have needs that go beyond preserving assets, tax minimization strategies and designating heirs. Your goals also likely include passing on values and helping the rising generation become effective stewards. We can help with personalized wealth transfer strategies, family wealth education and developing and implementing philanthropic visions. In working with you to create an approach that reflects your family’s intentions and helps ensure your assets are distributed according to your wishes, we proceed in a manner that recognizes the complexities of your life challenges and the unique nature of your goals. Our extensive experience working with other families of significant wealth helps  us to see and share best practices to help you achieve them.


    As a woman, you are well aware of how inaccurate stereotypes about gender and money can be. Beyond some specific challenges — for example, planning for the statistical probability of outliving a spouse — managing your finances means avoiding preconceived assumptions while gaining a full understanding of who you are as an investor and what you want to achieve for your career, your family and your legacy. Merrill Private Wealth Management works with a select group of wealthy individuals and families to help them pursue the goals that matter most to them. We strive to get to know our clients on a personal level so we can offer boutique-like services and the resources of a global firm to create financial strategies specifically for their life and needs.

    Family Offices

    As private wealth advisors with Merrill Private Wealth Management, we work with prominent families to help them manage the ongoing complexities they face. Our deep experience with family offices enables us to tailor a range of services to help meet your specific needs. We can provide access to Merrill for investment and wealth management strategies, and to Bank of America for governance, asset custody and administration, as well as assisting in the financial education of younger family members. In working with you to create and implement plans reflecting your specific intentions, our goal is to help your family enterprise succeed, and that your knowledge and values are passed along to the next generation. Together, we will focus on strategies that recognize the unique nature of your family’s mission, history and goals.

    Technology Entrepreneur

    As a technology entrepreneur, you focus relentlessly on what’s next. Yet as you look ahead to each new venture or cutting-edge innovation, it’s important to maintain the financial foundation that helps power your success and helps you take advantage of potential opportunities as they arise. We have experience helping entrepreneurs and business owners balance their personal lives with their life’s work. We understand the challenges you face every day, whether managing your newly achieved success or gaining access to the liquidity you need as seed capital or for personal expenses. We are dedicated in providing the experience and resources to help support your ongoing success.

    Foundations and Endowments

    An investment portfolio tailored to your needs is crucial to advancing your organization’s mission and carrying on its important work. We have extensive experience working with endowments and foundations and have a keen understanding of the requirements and responsibilities of board and committee members for investment management and financial oversight. The strategies we construct are carefully designed to help promote stability, efficiency and growth under a variety of market conditions. We also offer advice on board governance and reporting, and help in meeting regulatory and operating challenges. We provide access to the customized services your organization needs with discretion and skill.

    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 Private Wealth Management, 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.

    *Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

    A Commitment to Service

    Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.

    Let's have a conversation

    Your dedicated Merrill Private Wealth Management team is ready to help you pursue what’s most important to you.

    Our Vision

    For clients of substantial means, Merrill Private Wealth Management provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing an approach designed to support your family members for the years to come.

    Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation.

    Boutique-like service with the access to the investment resources of Merrill and banking convenience of Bank of America

    We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating financial strategies tailored to your unique situation.

    A relentless commitment to transparency and customized strategies

    As our client, know we are working in your best interests, providing goals-based financial strategies designed to anticipate and help meet your evolving financial needs.