Gina Morais is passionate about helping successful individuals and families make confident financial decisions and build a lasting relationship with their wealth. She believes exceptional wealth management begins with truly understanding her clients—their goals, their families, what they have worked hard to build, and what matters most to them. Her approach is highly personal and planning-driven, with a focus on providing thoughtful guidance through every stage of life.
Gina works closely with clients on comprehensive financial planning, investment management, retirement planning, risk management, tax-aware strategies, and legacy planning. She believes financial planning should be the foundation of every important financial decision and that a successful plan must evolve as clients' lives, priorities, and circumstances change.
What sets Gina apart is the depth of the relationships she builds with her clients. She genuinely cares about the people she serves, and many clients become lifelong friends and trusted relationships. Gina considers it a privilege to be the person her clients can call when something important happens—whether they are navigating a major financial decision, preparing for retirement, helping the next generation, or simply looking for a trusted perspective.
Gina joined Summit Financial Group in 2012 and holds a bachelor's degree in financial planning from Franklin University. She holds the Certified Financial Planner® certification, as well as the Certified Exit Planning Advisor (CEPA®) and Certified Wealth Strategist (CWS®) designations. Gina has been recognized by Forbes as one of its Best-In-State Top Women Wealth Advisors in 2025 and 2026 and has earned the Private Wealth Advisor designation from Raymond James. Outside of the office, Gina enjoys spending time with her family and being active outdoors. She loves running, skiing, working out, and cheering on her children at their sporting events. She especially enjoys spending time with family, whether outdoors, traveling, or simply making memories together.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.
The Forbes ranking of Best-In-State Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 6/30/24 to 6/30/25 and was released on 02/04/2026. Research Summary (as of February 2026): 51,403 nominations were received and 2,852 women won. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors for more info.
The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.