Experience, Service and Reliability
After enjoying more than 25 years as an executive with two of Wall Street's leading brokerage firms, Merrill Lynch and Wachovia Securities, John G. Beckett founded a local, independent firm; Beckett Wealth Management Group. As independent advisors, we are able to bring our clients innovative ideas and unbiased advice. You can count on our experience, integrity and independence. Our affiliation with Cetera Advisor Networks LLC, a world class broker-dealer that caters to independent advisors, and Summit Financial Group, Inc. provides us access to a wide range of financial products and services. This allows us to utilize Wells Fargo Clearing Services as custodian for the safekeeping of our client's assets.