Donald Beckham
Advisor at Merrill
Updated today
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About
Donald Beckham is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. With a career in financial services beginning in 1989, he joined Merrill Lynch in 2000. He is recognized on the 2025 Forbes “Best-in-State Wealth Management Teams” list. Donald’s work centers on assisting individual clients with investment management, lifetime retirement income planning, estate planning, and wealth transfer strategies. He also provides expertise in life, annuity, and long-term care products. His client base includes not only individuals but also not-for-profit foundations and institutions. Additionally, Donald specializes in the design, implementation, and ongoing service of employer-sponsored retirement plans for businesses of varying sizes, including Simple IRAs, SEPs, 401(k)s, Profit Sharing, and Defined Benefit Plans.
Donald holds several professional designations, including the Chartered Retirement Planning Counselor™ (CRPC™), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor of Science in Business Administration in 1982 from Southeast Missouri State University and holds an associate degree from Jefferson College.
Residing in Cape Girardeau with his wife Lisa, Donald is an active member of the Cape Girardeau Noon Lions Club Foundation and serves on the KidSight Missouri Board of Directors, supporting initiatives such as Saving KidSight. His personal interests include boating, cooking, hunting, reading, swimming, traveling, and spending time with his family.
Expertise
Retirement income strategy
Annuities
Long-term care insurance
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Work history
Bank Of America, N.a.
2009 - Present (17 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
1999 - Present (27 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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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