Matthew Ehrenreich
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
Cape Girardeau, MO 63701
Credentials
Series 66
Industry experience
12 years
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.
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
1371 N Mt Auburn Rd
Cape Girardeau, MO 63701
Missouri · Texas
BANK of AMERICA, N.A.
2018 - Present (8 years)
Merrill
2018 - Present (8 years)
Edward Jones
2015 - 2018 (3 years)
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