Merrill Lynch Wealth Management of Cape Girardeau is a Financial Planner in Cape Girardeau, MO. The office provides access to the investing insights of Merrill and the banking capabilities of Bank of America to help clients make informed decisions as they pursue their financial goals. Advisors at this location assist with personalized planning, using a client's goals, concerns, and attitude about investing as the foundation of their plan. This approach involves actively listening to provide advice that evolves with the client, helping them live well today while preparing for the future. The team connects clients with Bank of America specialists, such as mortgage or trust professionals, and provides timely insights from BofA Global Research. The office is led by Deimund Ozbun and is part of the Beckham Group.
The office is located at 1371 N Mt Auburn Rd in Cape Girardeau. It sits about a quarter of a mile from Osage Park and the Cape Woods Conservation Area. The location is also within a short distance of Cape Splash, a water park, and the Lazy River canal. North Kingshighway and North Mount Auburn Road are nearby main roads, situated about a third of a mile from the office.
The business holds a rating of 4.00 based on one review. This positive rating reflects the experience of the customers who have taken the time to evaluate the service provided at this branch.
As a financial planning office in Cape Girardeau, Merrill Lynch Wealth Management combines local advisory services with the broader resources of Bank of America to support the specific financial needs of the community.
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