Cape Girardeau, MO Office

Team
Updated today
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Merrill

Institution

Firm-wide stats for Merrill

Total advisors

25,545

Across 3,141 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

About

Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program. The firm offers model‑based and discretionary strategies constructed by internal Chief Investment Office (CIO) teams and third‑party style managers and implements trading, account administration and custody support for individuals, high‑net‑worth clients, pension and profit‑sharing plans, corporations and charitable organizations.

Portfolio implementation varies by Strategy: some are model‑based where MAA implements CIO or style manager models, while others authorize third‑party Discretionary Managers to execute trades directly; the CIO also uses strategic and tactical asset allocation and offers “tax aware” versions of related strategies for higher tax‑sensitivity investors. Cash allocations are typically swept through the Bank’s Cash Sweep Program or invested in money market alternatives, and clients can request reasonable investment restrictions (which MAA may accept or decline and may have limited effect where Funds are used).

Several features in the brochure distinguish Merrill from many peers: as part of the Bank of America group it has affiliates that operate in swaps and derivatives markets and it has disclosed planned arrangements to receive “Support Fees” and to offer optional Data Analytics to third‑party firms beginning January 1, 2027 (the brochure notes Merrill will not receive Support Fees for accounts enrolled in the SPS Program). The firm also discloses multiple SEC administrative orders and related enforcement matters (including a 2025 order with a $25 million civil penalty related to cash sweep disclosures), and the Program materials do not present the SPS service as a source of standalone financial planning.

Based on Merrill

Expertise

Tax-loss harvesting Active portfolio management Wealth management

Based on Merrill

Location

1371 N Mt Auburn Rd

Cape Girardeau MO 63701

Advisors at this office

3

Advisors at this office

Garrett O

Series 66

Cape Girardeau, MO

Merrill

Garrett Ozbun is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on cultivating relationships with high-net-worth clients to develop wealth strategies tailored to their individual needs and goals. Garrett employs a Goals-Based Wealth Management approach, emphasizing cash management, wealth planning, and investment advisory services. He uses tools such as Personal Wealth Analysis to forecast clients' financial pictures over time and inform long-term decision-making. Garrett joined Merrill in 2011 and has earned several professional designations including CERTIFIED FINANCIAL PLANNER® and CERTIFIED PLAN FIDUCIARY ADVISOR. He holds a Bachelor of Science in Business Administration with an emphasis in Finance from the University of Missouri and a Master of Business Administration (M.B.A.) from the University of Mississippi, completed through an accelerated graduate program. Prior to becoming a certified financial planner in 2016, Garrett focused on aligning financial strategies with clients' lifestyles and goals. Outside of his professional role, Garrett enjoys cooking, music, spending time with his family, and traveling.

Wealth management College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy General estate planning guidance Women Professionals

Clayton D

Series 66

Cape Girardeau, MO

Merrill

Clayton Deimund is a Financial Advisor with Merrill Lynch Wealth Management and a member of the Ozbun Deimund Beckham Group. He focuses on building lifelong advisory relationships with clients by understanding their individual goals and working collaboratively to design and execute comprehensive wealth strategies tailored to their lifestyle and legacy. Clayton utilizes both his personal expertise and the resources available through Merrill Lynch to help clients achieve their financial objectives. He specializes in a range of client focus areas including divorce transition planning, education planning, family wealth management strategies, services for endowments, foundations, and non-profits, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, and retirement income. Clayton holds professional designations such as Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Clayton earned degrees in Finance and Risk Management & Insurance from Baylor University. Outside of his professional work, he enjoys biking, boating, hunting, pickleball, running, skiing, spending time with his family, swimming, tennis, and traveling.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) Family Business Charitable giving & philanthropy

Gregory D

Series 63, Series 65

Cape Girardeau, MO

Merrill

Gregory Deimund is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since beginning his financial career in 1989, he has focused on providing goals-based wealth management to affluent families, accomplished professionals, and business owners. Gregory works alongside a team of specialists to deliver customized advice, investment management, and comprehensive financial planning that addresses client priorities such as family, finances, health, home, leisure, work, and philanthropic giving. Gregory’s areas of expertise include retirement planning, money management, and advising on employer-sponsored retirement plans such as 401(k)s and SIMPLE IRAs. He also assists clients with legacy planning, estate planning, and strategies for not-for-profit foundations and charitable giving. He holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Gregory earned a Bachelor of Science degree in Business Administration from William Jewell College in 1989. A native of Cape Girardeau, Gregory resides there with his wife and two sons. He participates actively in his community through involvement with his church, the Boy Scouts of America, and other local organizations. His personal interests include boating, camping, fishing, golfing, hiking, hunting, skiing, and traveling.

General retirement planning Wealth management Charitable giving & philanthropy General estate planning guidance
View complete list of advisors at this office
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