Team

Daniel Morris, CRPC, CRPS, is a financial services professional with over 30 years in the financial services industry. With a specialized focus on business services, including fiduciary investment management and 401(k) plans, retirement advising, wealth management, and insurance services, Dan has established himself as a go to resource in his field.

Dan’s consultative approach has two parts: First, Dan takes the time to listen to and understand his clients’ financial situations, preferences, challenges, and plans. Then, he helps educate and inform clients about their comprehensive options. With his extensive experience, Dan brings a unique perspective to his clients’ financial needs.

At Belpointe Asset Management, Dan helps his clients make more informed, effective financial decisions that leave them feeling relieved, confident, and empowered, His objective financial advice and comprehensive approach is tailored to reflect his clients’ goals beyond just their finances. He takes great joy in helping clients attain the lifestyle they’re striving for, maintaining that lifestyle for the rest of their lives, and retaining that lifestyle for generations to come. 

Since 2015, Daniel has been an integral part of the Belpointe Asset Management team where he serves as Senior Financial Advisor. In this role, he provides strategic guidance and comprehensive financial solutions to diverse clientele, including hi-net-worth individuals, business owners, and corporate executives. 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 received a Bachelor of Arts degree from Bucknell University, has passed his Series 66 securities examination, and it is a licensed insurance producer.

As a Certified Retirement Planning Counselor (CRPC) and Certified Retirement Plan Specialist (CRPS), he possesses an in-depth understanding of the complex regulations and responsibilities involved in managing retirement assets. Dan is dedicated to helping his clients navigate the ever-changing landscape of retirement planning, providing sound advice and guidance to optimize their investment portfolios.

In addition to his fiduciary investment management expertise, Daniel has a deep understanding of 401(k) plans and their impact on businesses and their employees. He recognizes the vital role these retirement plans play in attracting and retaining talent, as well as in helping employees secure their financial futures. With a meticulous approach, Dan assists businesses in designing and implementing 401(k) plans that are both cost-effective and tailored to the unique needs of their workforce.

Outside of his professional endeavors, Dan is an active member of his community. He believes in giving back and has been involved in various philanthropic activities, supporting causes related to education, healthcare, and poverty alleviation. His strong moral compass and passion for helping others extend beyond the realm of finance, reflecting his genuine commitment to making a positive impact in the lives of those around him.

Dan is a well-respected financial professional who brings over three decades of experience to his role at Belpointe Asset Management. With a client-centric approach and specialized expertise in fiduciary investment management and 401(k) plans, Dan is dedicated to guiding his clients toward financial success. His unwavering commitment to excellence and his genuine concern for the well-being of his clients make him a trusted partner in their financial journeys.