Nicole Heath

Registered Representative

Nicole is the Retirement Plan Specialist with Summit Financial Group.   Since joining Summit Financial Group in 2010, the company has grown significantly adding two locations in Wichita Falls and Dallas, TX.  Nicole began her career in finance on the trading floor at Fidelity Investments, transferring into the Investment Management department there after being a stock trader for several years.  She was with America's 401(k), a Third Party Administrator of retirement plans before joining Summit.  She brings added experience working with third party administration, helping clients understand 5500 tax forms and the legislation surrounding them.   She graduated with honors from LeTourneau University in Longview, TX in 1999 with a bachelor's degree in Business Administration and currently resides in Allen, Texas with her husband and children. 

Phone (806) 242-3700
Fax (806) 322-5565