Nathaniel Morris
Wealth Advisor, Portfolio 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 (Nate) Morris, CWS®, Wealth Advisor and Portfolio Manager, has over 15 years of experience in the investment management industry. During that time, he has gained broad knowledge in financial planning, securities analysis, portfolio construction, operations, client service, product due diligence, regulatory compliance and strategic planning. He is an Investment Advisor Representative, holds insurance licenses as well as formerly held the Series 7, 24, 51, 63, & 66 securities registrations.

His primary focus is on delivering practical implementable financial planning and investment advice to clients, drawing on his depth of knowledge from a diverse background of roles in the investment industry. Other areas of responsibility include investment strategy design and implementation, product due diligence, research, operations, compliance, training, and support to the wealth advisors.

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 are members of Oakwood Church. He lives in New Braunfels with his wife and two children.

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Favorite Movie
It’s A Wonderful Life
Favorite Sports Team
Kansas City Chiefs
Favorite Book
“The Most Important Thing” by Howard Marks

Nathaniel’s Top 3 Favorite Places



Because that is where my family is.



San Diego has great weather and many vacation activities.

Breckenridge Colorado


United States

Because who doesn’t like to get out of the Texas heat in the summer?