Our Team

Gina Morais



Financial Advisor

Gina thoroughly enjoys helping clients navigate the path to reaching their financial goals through investment and risk management and retirement and legacy planning, especially when life changes unexpectedly. The financial planning process – the cornerstone in assisting clients with their financial decisions – is a process Gina firmly believes in and professionally adheres to.

 

Prior to joining the Advisor staff at Summit Financial Group, Gina spent a decade assisting other advisors in growing their practices. That experience, coupled with the pure satisfaction she felt helping other advisors and their clientele, motivated Gina to complete the process of becoming a Financial Advisor with Summit Financial Group.

 

When not working, Gina enjoys spending time with her husband, Tony, and their three children, AJ, Kylie and Danika. Oftentimes she can be found at gymnastics with her girls or working out.  Gina also enjoys coaching soccer in Livermore where she resides with her family.

 

Gina holds a CA Insurance Lic.#0K55588, and Series 7 and 66 securities registrations. She is an Investment Advisor Representative and Registered Representative with Securian Financial Services, Inc. Member FINRA/SIPC. Summit Financial Group is independently owned and operated. TR# 1427744 DOFU 02/2016.

Check the background of this firm on FINRA BrokerCheck