Dan Morrison

CFP® ChFC® CASL®

Founding Partner & Wealth Advisor

410.821.6724

 

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Dan Morrison is a Co-founder and a Managing Partner of Jacob William Advisory, a wealth management firm whose sole mission is to service their clients’ needs beyond their expectations.

Dan started his career in the financial industry over 27 years ago, first as a branch manager in banking and then as a financial representative for a top financial services and insurance firm, Maryland Agency Financial Group. Dan became a partner with MAFG in 2003. In 2006, Dan Morrison and Mark Ring founded Jacob William Advisory based upon their core value “Do to others as you would have them do to you.”

Dan’s driving desire is to help others manage and succeed in their financial lives.  Raised by a father who worked two jobs and a mother who devoted herself to raising four children, Dan learned about the importance of hard work, balanced with faith and family.  Key to that balance was communication and trust.  That’s why Dan and his co-founder Mark Ring established Jacob William’s mission to empower clients toward pursuing their financial objectives grounded on the principles of proactive communication, education, disciplined processes and service, which exceeds their expectations.

Since founding Jacob William, Dan has been committed to building Jacob William Advisory into one of the foremost Wealth Advisory firms. Dan knows of no greater sense of accomplishment than seeing a client’s emotional life lifted by executing a well thought-out plan for success.

Dan earned his Bachelor’s in Finance and Economics from Towson University and his Master’s degree in Finance from the University of Baltimore.   Dan has held the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certification since 2001.    He has also earned the professional designation of Chartered Financial Consultant (ChFC®) as well as Chartered Advisor for Senior Living®.

He and his wife Beth reside outside of Baltimore, Maryland and have three wonderful children. Dan is involved in youth programs through his church and is a board member for Believe Big, a charity whose mission is to help families navigate the cancer journey. He enjoys time with his family most of all, playing golf and sailing.  A good book is also never far from reach.


Get to Know Dan:

Favorite Food: A nice, grass fed filet, medium-well

Best piece of financial advice received: “Invest in you. Your career is the engine of your wealth.”

Favorite Quote: “A day without sunshine is like, you know, night.”  – Steve Martin

If Dan could meet anyone, past or present, it would be: Mahatma Gandhi

Favorite Book:  The Count of Monte Cristo

Favorite Holiday: Christmas

Dan is most proud of: My children

Something on his bucket list: Sail the Caribbean


Click here to check out Dan’s latest blog