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SUMMIT ENTERPRISES LLC BLDG1371 N MNT AUBURN RDCAPE GIRARDEAU,
The Ozbun, Deimund, Beckham Group at Merrill Lynch Wealth Management offers you a diverse team of professionals with over 100 years of combined experience in the financial services industry. We take a pro active approach when managing a clients' financial future and deliver a high standard of personal service. Our team goes beyond financial strategies to be an essential resource to clients. Whether your goals involve growing your wealth, wealth preservation and/or wealth transfer and structure, we will work with you to create, implement, and monitor a financial strategy to achieve your goal.
TEAM MEMBERSBart B Ozbun, Senior Vice President-Wealth Management, Senior Resident Director, Senior Portfolio Advisor. Bart, the lead Financial Advisor of the Ozbun, Deimund, Beckham Group began his financial career in 1985. In 1995, he established the Merrill Lynch office in Cape Girardeau, MO. Bart is dedicated to providing private wealth and institutional clients the finest individually tailored approach to financial analysis and portfolio investment strategies. For private wealth clients he focuses on achieving their personal and financial goals by incorporating their unique objectives and risk/reward tolerance into areas including, but not limited to, retirement planning, education planning, estate planning services, life insurance and long term care analysis. For businesses and institutions he leverages all wealth management resources within Merrill Lynch relating to portfolio management, lending, retirement plans and business succession planning. Bart earned a Bachelor’s degree from Arkansas State University with an emphasis in Finance in 1985. He is an active member of the Cape Girardeau Area Chamber of Commerce. He resides in Cape Girardeau with his wife Lorili.Gregory K Deimund, CRPC®, Vice President, Wealth Management Advisor, Senior Portfolio Advisor. Greg began his financial career in 1989 and joined Merrill Lynch in 1995. Greg holds the Chartered Retirement Planning CounselorSM (CRPC®) designation. His areas of emphasis are in money management, pre retirement counseling and servicing the large, medium, and small Employer Sponsored Retirement Plans such as 401(k) and Simple IRAs. Having earned the CRPC® designation, Greg works with individuals on their retirement strategies by working together with their family to plan, budget and develop income sources to enjoy their retirement years. Additionally, he helps businesses and affluent individuals develop strategies for their not-for-profit foundations, philanthropic giving, and estate planning needs. Greg is a native of Cape Girardeau where he lives with his wife, Betsy, and their two sons. They are active members of their church and Boy Scouts of America. Greg earned a Bachelor of Science in Business Administration from William Jewel College in 1989. Donald D Beckham, CRPC®, Vice President, Senior Financial Advisor, Senior Portfolio Advisor. Don began his financial career in 1989 and joined Merrill Lynch in 2000. His focus is assisting individual clients with investment management; including the planning and execution of providing lifetime retirement income, as well as providing estate planning services and wealth transfer planning. He has extensive experience within the Life, Annuity, and Long Term Care Arena. Don holds the Chartered Retirement Planning CounselorSM (CRPC®) designation. He not only works with individuals but also assists not-for-profit foundations/institutions in the implementation of investment strategies. Additionally, he focuses on the design, implementation, and service of Employer Sponsored Retirement Plans for businesses of all sizes including Simple IRA, SEP, 401(k), Profit Sharing, and Defined Benefit Plans. Don earned a Bachelor of Science in Business Administration in 1982 from Southeast Missouri State University. He resides in Cape Girardeau with his wife Lisa. Don is an active member of the Cape Girardeau Noon Lions Club.Garrett B Ozbun, Financial Advisor, Senior Portfolio Advisor. Garrett joined Merrill Lynch in 2011. His focus is on cultivating a solid advisory relationship with high-net-worth clients in order to develop wealth strategies for themselves, their family, and businesses. Garrett's approach to wealth management is to first understand a client's lifestyle and build a strategy around what is most important, timely, and effective for each individual. From college savings to retirement and estate planning services he believes that opportunity is not passively managed and seeks to combine his skills with the power of strategies, research, and tools driven by Merrill Lynch Wealth Management for his clients every day. Garrett is a 2010 graduate of the University of Missouri, with a Bachelor of Science in Business Administration with an emphasis in Finance. Additionally, he earned an M.B.A. in 2011 from the University of Mississippi through an accelerated graduate program. He is an active member of Cape Girardeau Chamber of Commerce and Jackson Area Chamber of Commerce.Monica C Fluegge, Registered Senior Client Associate: Monica began her financial career in 1984 and joined Merrill Lynch in 2002. Her focus is to provide the highest standard of fundamental support in all phases of client service. Her responsibilities include, but are not limited to, client relationship building and account maintenance to assist in the business activities of Financial Advisors, including service areas limited to registered personnel. Monica earned a Bachelor of Science in Business Administration with an emphasis in Finance in 1983 from Southeast Missouri State University. She resides in Jackson, MO with her husband Ken and two sons.*CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning
Sr Resident Director
Senior Vice President-Wealth Management
Wealth Management Advisor
Senior Financial Advisor
Assistant Vice President
Reg Senior Client Associate
Bart Ozbun is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Gregory K Deimund is registered to do business in : AL, AR, AZ, CA, CO, DE, FL, GA, IA, IL, IN, KS, KY, MD, MN, MO, MS, NC, NE, NJ, NY, OH, SD, TN, TX, VA, WI
Donald D Beckham is registered to do business in : AL, AR, AZ, CA, CO, DE, FL, GA, IL, IN, KS, KY, MD, MN, MO, MS, NC, NJ, NY, OH, SC, SD, TN, TX, VA, WI
Garrett B Ozbun is registered to do business in : AL, AR, AZ, CA, CO, DE, FL, GA, IL, IN, KS, KY, LA, MD, MN, MO, MS, NC, NJ, NY, OH, SD, TN, TX, VA, WI
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