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Our Team

Gina Morais



Financial Advisor

 

Gina thoroughly enjoys helping clients navigate the path to reaching their financial goals through investment management, risk management, retirement planning 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.

 

Gina’s detail-oriented personality and consistent desire to help people, allows her to implement specialized plans that build a foundation for her clients to accomplish the important moments in life. Hearing stories of clients sending kids to college, enjoying travel, retiring early, and spoiling grandchildren are some of her favorite conversations.  

 

Gina joined Summit in 2012 and holds a bachelor’s degree in Financial Planning from Franklin University. Outside of the office, Gina enjoys spending time with her husband, Tony, and their three children, AJ, Kylie and Danika. 

 

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 investment professional on FINRA BrokerCheck

 

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