Nasmi Morales, CFP


Nasmi has been working as a financial consultant for more than 14 years. Seven years ago Nasmi partnered with Tom to create SummitWealth Partners. Since then, he has helped build SummitWealth Partners into a successful and reputable firm that clients can depend on. Nasmi works closely with SummitWealth Partners' increasing roster of corporate and private clients, maintaining a focus on their Wealth Management and Retirement Plans. Nasmi aims to provide support and guidance to clients in a constantly changing and challenging environment. With this kind of focus he can prioritize our clients' goals and offer suitable strategies that can lead to their long term success.

Nasmi graduated from Southern Methodist University with a Bachelors of Arts degree in Finance. He also received the Wharton Certificate in Retirement Planning from the University of Pennsylvania. Nasmi resides in North Dallas with his wife, Leigh Ann, their sons, Noah and Morgan, and enjoys spending his time traveling with his family and friends.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

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