Do Your Friends And Family Need Financial Guidance During This Stressful Time? We’re Available To Help Virtually

Published by Daniel Morrison, Wealth Advisor

Our lives have changed drastically in just a few short weeks. And more often than not, all this change and uncertainty, coupled with hourly news briefings and dramatic headlines, can cause us to panic or at least lose sleep at night. We get it. Things are going to be very different for a while, but thankfully one thing that won’t change is how our team at Jacob William Advisory is committed to you, your life, and your finances. Whether you have questions, concerns, or need help processing the market roller coaster, you have us to rely on. 

Do your friends and family have this kind of support system?

Guidance For The Road Ahead

Most of us are now at home with our families day in and day out. We’re reminded of the importance of our friendships and other relationships, and we’re learning how to be there for each other in creative ways. We know that you are not just concerned about yourself, but also your loved ones. 

There is a lot of fear in our world right now, and fear can make people do unwise things with their money. Our goal is to see you and those you care about weather this storm with confidence and come out the other side ready to move forward and work toward your goals. 

If you have friends or family members who are in need of financial guidance during this stressful time, we’d love to be there for them like we are for you, analyzing and evaluating their financial picture and sharing solutions to help them stay on track to pursue their goals despite market turmoil and economic uncertainty.

We Are Here For Your Friends And Family…Virtually

We want to let you know that we are still working and operating our business…just not in the same way as before. Just because you are quarantined, locked down, or adhering to social distancing guidelines doesn’t mean you are alone. 

If you or your loved ones have any questions or concerns about finances, goals, asset allocation, risk, what the markets are doing, or anything that’s causing financial stress, we are available virtually. Contact us anytime at 410-821-6724 or [email protected]

About Dan

Daniel Morrison is the co-founder and Managing Partner of Jacob William Advisory, a wealth management firm whose sole mission is to service their clients’ needs beyond their expectations. Dan Morrison has 27 years of industry experience, and for the past decade, he has been committed to building Jacob William Advisory into one of the foremost wealth advisory firms. Dan graduated from Towson University with a bachelor’s degree of finance in economics and obtained his master’s degree in finance from the University of Baltimore. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the designations of Chartered Financial Consultant® (ChFC), Chartered Life Underwriter (CLU), and Chartered Advisor for Senior Living (CASL). He and his wife Beth reside outside of Baltimore, Maryland, and have three wonderful children. Dan is involved in his church and he enjoys spending time with his family, playing golf, and sailing. A good book is also never far from his reach. Learn more about Dan by connecting with him on LinkedIn.

Business professional using his tablet to check his financial numbers

401(k) Calculator

Determine how your retirement account compares to what you may need in retirement.

Get Started

Get in Touch

In just minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Contact Us