Team | Dan Morris
Dan Morris, a Senior Wealth Advisor, comes to Belpointe with over 25 years of professional experience in the financial community. Dan’s approach to wealth management is consultative, and he is committed to excellence. His comprehensive approach starts with taking the time to listen to and understand his client’s 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. A goals-based wealth management process based on time-tested investment principles has helped Dan build a practice that allows clients to focus on personal financial priorities at every stage of life, no matter the current economic climate.
Relevant Experience: He joins us from Wells Fargo Advisors, where he was a Financial Advisor within the Private Client Group. Dan works with a select group of individuals, families, and entrepreneurs on all aspects of their financial lives. He has also held similar positions with Bank of America and Merrill Lynch.
Education: Dan holds a BA in Political Science from Bucknell University. He has passed his series 66 securities examination and is a licensed insurance producer.
Personal: Dan lives in Stamford 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. He and his wife, Ida, live in Stamford with their two daughters.