Nathaniel Morris
Wealth Advisor, Branch Manager, and Certified Wealth Strategist®

So do not fear, for I am with you; do not be dismayed, for I am your God. I will strengthen you and help you; I will uphold you with my righteous right hand.   Isaiah 41:10

About Nathaniel

Nathaniel Morris, CWS®, Wealth Advisor Branch Manager, has over 15 years of experience in the investment management industry. During that time, he has gained broad knowledge in securities analysis, portfolio construction, client service, product due diligence, regulatory compliance and strategic planning. He is a registered securities representative and Investment Advisor Representative and holds the Series 7, 24, 63, & 66 securities registrations and well as insurance registrations.

His responsibilities include supervision and support to the wealth advisors, compliance, investment strategy design and implementation, product due diligence and research, as well as meeting with and advising clients.

Nate graduated from CFNI in Dallas, Texas with an associate degree in Practical Theology and has earned the Certified Wealth Strategist designation. Nate is an active community volunteer, currently serving on the Board of Directors of RISE Therapeutic Equestrian Center. He and his family attend Oakwood Baptist church in New Braunfels. He and his wife, Cerise, have been married since December of 1999, and they have two sons.

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