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 (Nate) Morris, CWS®, Wealth Advisor and Branch Manager, has over 16 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 a registered securities representative and Investment Advisor Representative and holds the Series 7, 24, 51, 63, & 66 securities registrations and well as insurance 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 operations, compliance, supervision and support to the wealth advisors, investment strategy design and implementation, product due diligence, and research.

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 in New Braunfels. He and his wife, Cerise, also live in New Braunfels with their two sons, three dogs, and two cats.

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