Cynthia Elmore
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Columbus, OH 43240
Credentials
Series 63, Series 65
Industry experience
32 years
Cynthia Elmore is a Senior Financial Advisor with The Cenname Team at Merrill Lynch Wealth Management. She provides support and advisory services to the team's corporate 401(k) and executive equity compensation plans. Cindy has over 25 years of experience in the financial services industry, working with individuals, families, and corporations to manage wealth and navigate the complexities of financial planning.
She has significant expertise in advising executives on wealth generated from equity-based compensation. Her services include wealth strategy, benefits analysis, investment management, cash-flow analysis, budgeting, liability management, retirement planning, higher education savings, and charitable giving. Cindy also manages relationships with the team's corporate employee benefits clients, assisting them in developing and implementing equity compensation plans, 401(k) plans, and profit-sharing plans. She has been a member of The Cenname Team since 2000 and previously served as the Director of Operations at The Huntington Investment Company.
Cindy earned her Bachelor's degree in Finance from Miami University in Ohio. She holds multiple professional designations, including Chartered Retirement Planning Counselor™, Certified 401(k) Professional, and Certified Plan Fiduciary Advisor®. Outside of work, she volunteers with organizations promoting learning to sail and introducing kids to sailboats. She and her husband live in Columbus with their two children and enjoy golfing, sailing, and horseback riding together.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
8890 Lyra Dr
Columbus, OH 43240
Ohio · Texas
Bank of America, NA
2010 - Present (16 years)
Merrill Lynch
2000 - Present (26 years)
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