Hillary Caldwell
Advisor at Merrill
Updated today
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.
About
Hillary Caldwell is a Financial Advisor with Merrill Lynch Wealth Management, serving as a member of the Ozbun, Deimund, Beckham team. In this role, she supports clients by providing financial planning, wealth management, and investment advice. Hillary and her team focus on collaborating with clients through a structured Wealth Planning process to help achieve their financial goals and address potential challenges.
Hillary joined Merrill in 2023 after transitioning from the pharmaceutical wholesale industry to finance. She holds Series 7 and Series 66 FINRA registrations and earned her CERTIFIED FINANCIAL PLANNER® designation in 2025. Hillary has a Bachelor of Science in Business Management from the University of Missouri and an MBA from Webster University. Drawing from her personal experience as a long-term Merrill client, she aims to offer each client a tailored financial strategy that supports their long-term aspirations.
Beyond her professional work, Hillary is involved with the Zonta Club of Cape Girardeau and participates in the hospitality team at La Croix Church. Her personal interests include basketball, cooking, football, gardening, reading, and spending time with her family.
Expertise
Wealth management
Demographic focus
Career Changers
Work history
BANK of AMERICA, N.A.
2023 - Present (3 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2023 - Present (3 years)
Cardinal Health
2017 - 2023 (6 years)
Target Corporation
2016 - 2017 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Cheryl M
CFP®, Series 63
Jackson, MO
Edward Jones
Andrew B
Series 66
Cape Girardeau, MO
Edward Jones
Travis W
Series 66
Cape Girardeau, MO
Edward Jones
Garrett O
Series 66
Cape Girardeau, MO
Merrill
Garrett B. Ozbun, CFP®, CPFA®, serves as a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2011 and specializes in comprehensive wealth management for high-net-worth clients. Garrett emphasizes a goals-based approach, focusing on understanding each client’s lifestyle, goals, and interests to develop tailored strategies that address areas such as college education planning, retirement income, legacy planning, and family wealth management. He also acts as a Senior Portfolio Advisor, managing custom investment strategies on a discretionary basis. Garrett holds a Bachelor of Science in Business Administration with an emphasis in Finance from the University of Missouri, earned in 2010, and an M.B.A. from the University of Mississippi, completed in 2011 through an accelerated graduate program. He obtained his CERTIFIED FINANCIAL PLANNER® certification in 2016. Garrett is recognized for his work and has been named to the Forbes Top Next Generation Best-in-State Wealth Advisors list in 2022, 2023, and 2024. Additionally, he serves as an active board member of the Saint Francis Healthcare System Foundation. Outside of his professional responsibilities, Garrett enjoys cooking, music, spending time with his family, and traveling. Together with his wife, he explores new restaurants, tastes wines, and pursues travel experiences.
Brooke R
Series 66
Jackson, MO
Edward Jones
Roy M
Series 66
Jackson, MO
Edward Jones
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