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Morris W. Beverage III

President

Morris Beverage has over 24 years of financial services experience with some of the world’s largest banks and investment firms.  In 2015 he created M. W. Beverage Financial Services, which served as a first phase to what has ultimately become Lighthouse Advisers. 

 

Morris specializes in helping clients manage investment portfolios, restructure debt, save for their children’s education, and plan long-term for their retirement.  He also assists businesses and non-profit organizations establish, monitor, and manage their retirement plans optimally. As President of Lighthouse Advisers, Morris focuses on cultivating long-term client relationships through a proactive, hands-on service model and by empowering clients with the knowledge and tools needed to be confident in their financial decisions. 

 

Morris previously served on the board of the United Way of Lake County, of which he was the 2018 Campaign Chairman and 2017 Matthew A. Logies Ambassador Award winner.  In addition, he is a 2019 inductee into the Mentor High School Alumni Hall of Fame, a 2013 inductee into the Lakeland Community College Hall of Fame, and was a Class of 2011 member of Leadership Lake County.  Morris holds a Bachelor and Master of Business Administration, both from Cleveland State University.  A native of Lake County, Morris lives with his wife and two children in Perry, Ohio.

Contact Morris:

440-266-1979

Morris.beverage@lighthouseadvisers.com

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Securities and advisory services offered through LPL Financial, a registered investment adviser. Member FINRA/SIPC. Financial planning offered through Lighthouse Advisers- a Registered Investment Adviser and separate entity from LPL Financial. The LPL Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NJ, NM, NY, OH, PA, RI, SC, TN, TX, VA, WA, WI.
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