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Morgan Reeves

Paraplanner

Professional Approach and Experience:

Morgan serves as an ambassador between the client and advisor through the initial planning process. She will assist the Financial Advisor in carrying out several tasks that are necessary for developing and reviewing client’s financial plans. She will be helping you through the entire setup process and servicing any and all existing client accounts. She is committed to serving you and is great at what she does! We are confident that you will enjoy working with her.


Morgan Reeves provides administrative support services only.


Academic Achievements Include:

  • Bachelor of Arts from the University of Arkansas

  • Financial Paraplanner Qualified Professionalâ„¢ certification from the College for Financial Planning

  • Life/Health/Disability Insurance


Life Outside of Business:

Morgan and her husband have two children and two dogs. They enjoy hiking and camping as a family, attending Razorback sporting events, and pretty much anything outside. She also enjoys baking and learning new techniques. She is currently working toward further credentials in her profession.


Arkansas Insurance License # 20079706

Morgan Reeves

All Investment Advisory Services are provided by Waterloo Capital d/b/a Lighthouse Financial, an SEC Registered Investment Adviser. Registration with the SEC does not imply a certain level of skill or expertise. Lighthouse Financial is not affiliated with Waterloo Capital. Additional information about Waterloo Capital d/b/a Lighthouse Financial, is available in its current disclosure documents, Form ADV Part 1A, Form ADV Part 2A Brochure, and Client Relationship Summary, which are accessible online via the SEC’s investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov. Waterloo Capital does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services.

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Privacy Policy

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Client Relationship Summary

© 2022 by Lighthouse Financial. Check the background of this investment professional on FINRA's BrokerCheck: http://brokercheck.finra.org/

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