Andrew Cencula

Role
Senior Financial Advisor, First Vice President at Merrill Lynch
Location
Cincinnati, OH, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Andrew Cencula

Our team, The Cencula Group, uses its 35+ years of knowledge in the financial services…

Experience

  1. Senior Financial Advisor, First Vice President

    Merrill Lynch

    Nov 2014 — Present

    The Hansen Cencula Group Email: A••••••••@ML.com Telephone: 51••••••65 NMLS ID: 12•••24 Our team helps coordinate the financial affairs of a select group of families, retirees, corporate executives, and business owners around the country. We believe in providing education for our clients to help them understand all of their available options and have confidence in the decisions we put into place. We aim to simplify clients\' financial lives by fulfilling all of their investment, banking, lending, and planning needs. I utilize my knowledge of financial markets and services to help clients navigate the vast resources available to them when working with a Merrill Lynch Wealth Management Financial Advisor. Access to Investment Guidance with Merrill -State of the art financial forecasting technology -Our in-depth investment insights and the industry\'s top ranked global investment research -Custom Portfolio Management to help meet prioritized goals of growth, income and preservation -Our team can provide fiduciary services with the Firm\'s Investment Advisory Program - ML One Platform Access to Trust Services with Bank of America Private Bank -Trusteed IRA\'s for increased control of one\'s legacy -Fiduciary Investment Management -Principal and income reporting -Bill payment services -Estate settlement services Access to Banking Services through Bank of America -Prequalifying and home financing (NMLS ID: 12•••24)-Home equity lines of credit -Equity based lending solutions -Business lending solutions -Equipment financing or leasing options -Innovative financing options for healthcare practitioners *Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Skills

  • Estate Planning Services and Wealth Transfer
  • Future Cash Flow Analysis
  • Financial Strategies
  • Financial Analysis
  • Investment Portfolio Adviser
  • Financial Education
  • Family Wealth Management Strategies
  • Wealth Management
  • Customized Retirement Planning
  • Strategic Portfolio Construction

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Andrew Cencula — Senior Financial Advisor, First Vice President at Merrill Lynch in Cincinnati, OH, US | Unifers