The M.W. Beverage Group
With over 30 years of combined experience in financial services, the M. W. Beverage Group consists of Morris W. Beverage III- President of Lighthouse Advisers, Eric N. Kaleal- Vice President of Business Development, and Melissa L. Zummo- Client Services Manager. Having worked together for many years at both privately held wealth management practices and nationally recognized brokerage firms, the three of us started our own independent financial services firm in 2015. In January of 2016, the M. W. Beverage Group took the next step in its evolution and was a founding member of a new firm, Lighthouse Advisers.
The establishment of Lighthouse Advisers as a Registered Investment Adviser was a planned step in our growth as a team and the culmination of our design for an ideal financial planning firm. Having an independent RIA, along with our relationship with LPL Financial, gives us the freedom and ability to objectively provide advice to our clients. We couldn’t be happier to bring our philosophy and dedicated service model to a larger firm. We are excited about our new identity, confident in the direction of our team, and extremely proud to be the M. W. Beverage Group of Lighthouse Advisers.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.