Matthew Ehrenreich
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
Matthew Ehrenreich is a Senior Financial Advisor with Merrill Lynch Wealth Management, operating out of their Cape Girardeau, Missouri office. Originally from St. Louis, Missouri, he began his financial career in 2011 and has been with Merrill Lynch since 2018. Matthew focuses on building client relationships to understand their life goals and aspirations, enabling him to create tailored wealth management strategies that address both personal and professional financial needs.
Matthew’s expertise centers on servicing business owners and entrepreneurs, providing comprehensive financial solutions including education planning, family wealth management, legacy planning, retirement income strategies, and philanthropic planning. He leverages Merrill’s resources and the banking capabilities of Bank of America to deliver integrated financial services. Matthew uses a goals-based approach that includes retirement and estate planning to help clients pursue both short- and long-term financial objectives.
He earned a Bachelor of Science in Business Administration with an emphasis in Finance from the University of Missouri in 2010 and holds the Personal Investment Advisor (PIA) designation. Outside of his professional career, Matthew is an active member of the Cape Girardeau community, contributing to the Cape Girardeau Noon Lions Club and serving on the Economic Vitality Committee of the Old Town Cape Girardeau Board. His personal interests include golfing, ice hockey, and writing.
Expertise
Wealth management
Retirement income strategy
General retirement planning
Family Business
General estate planning guidance
Occupation focus
Founder/Business Owner
Work history
BANK of AMERICA, N.A.
2018 - Present (8 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2018 - Present (8 years)
Edward Jones
2015 - 2018 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
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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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