Menu
David Morgan is a seasoned professional with over twenty years of experience in the financial and insurance industry. He joined Summit Financial Group in May 2023, where he focuses on driving new business and building strong relationships with clients.
David holds a Bachelor of Science in Finance from Oklahoma State University. He is passionate about meeting new people and understanding their unique challenges to provide tailored solutions that help them achieve their financial goals.
At Summit Financial Group, David is dedicated to designing and implementing professional benefits, insurance, and investment solutions that secure a healthy financial future for clients. He believes in the power of teamwork and collaboration to meet and exceed client expectations.
Outside of his professional life, David enjoys connecting with his three adult sons and working out at F45.
© 2025 All Rights Reserved.
Securities and investment advisory services offered through Registered Representatives of Cetera Advisor Networks LLC, member FINRA / SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity. This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
