Dan Morris has over 25 years of professional experience in the financial industry and he brings a consultative approach to wealth management, taking the time to listen to and understand his clients’ financial situations, preferences, and goals. He then offers recommendations for asset allocations, designed to accurately reflect each client’s income and growth goals, while maximizing capital preservation. Dan’s goals-based wealth management process, based on time-tested investment principles, helps clients focus on personal financial priorities at every stage of life, regardless of the current economic climate. Prior to Belpointe, Dan was at Wells Fargo Advisors, where he was a Financial Advisor within the Private Client Group. He has also held similar positions with Bank of America and Merrill Lynch. Dan holds a Bachelor of Arts degree in Political Science from Bucknell University. He has passed his series 66 securities examination and is a licensed insurance producer. Dan lives in Stamford, CT with his wife, Ida, and two daughters and is very active in the community, serving as President of the Rotary Club of Stamford and the Stamford Old-Timers’ Athletic Association. Dan has also worked with Habitat for Humanity and served as a Director for the Special Olympics.
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