Garrett Ozbun
Senior Vice President, Wealth Management Advisor, Senior Portfolio Advisor
- Role
- Wealth Management Advisor, Senior Vice President at Merrill Lynch
- Location
- Cape Girardeau, MO, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Garrett Ozbun
I joined Merrill in 2011. I take a holistic approach to managing client finances…
Experience
Wealth Management Advisor, Senior Vice President
Jun 2011 — Present
Senior Vice PresidentWealth Management AdvisorSenior Portfolio Advisor
Skills
- Goals Based Wealth Management
- Investment Advising
- Wealth Planning
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