Daniel Morrison

Daniel Morrison Email and Phone Number

Founding Partner and Wealth Advisor | Money doesn't have to be complicated. Are you confused by most financial advice? If so, you’re not alone. @ Jacob William Advisory
timonium, maryland, united states
Daniel Morrison's Location
Towson, Maryland, United States, United States
Daniel Morrison's Contact Details

Daniel Morrison work email

Daniel Morrison personal email

n/a
About Daniel Morrison

When I look at an Excel spreadsheet, I don't just see a bunch of numbers. I see a fascinating puzzle that connects a client's financial story with market trends. I love putting those pieces together to try to create a strong and secure financial picture. Having worked as a securities principal and partner at a major Baltimore financial firm for several years, I gained the financial experience to understand the minutiae of the market, and also recognize when it forever changed. The digital revolution increased the volatility of the market and altered the face of investing. Immediacy now defines our financial reality. What once took a week to unfold now can occur over a weekend. I co-founded Jacob William Advisory as a response to the serious market changes. A new financial landscape called for a modern philosophy of money management. My strategy doesn't hold onto the old maxim that stocks will rise, fall, and eventually even out. This “eventually” isn't something that I accept. I stay nimble and prepared to move in and out of trends in an attempt to increase upside capture and decrease downside risk. This way of doing business seeks to protect both the future and the now. My clients can have financial confidence in the present, not just the promise of “eventually.”I not only believe in responding to the market. I believe in responding to clients. Through clear and open communication, clients understand the logic within the numbers and the financial picture behind the puzzle pieces.

Daniel Morrison's Current Company Details
Jacob William Advisory

Jacob William Advisory

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Founding Partner and Wealth Advisor | Money doesn't have to be complicated. Are you confused by most financial advice? If so, you’re not alone.
timonium, maryland, united states
Website:
jacobwilliam.com
Employees:
6
Daniel Morrison Work Experience Details
  • Jacob William Advisory
    Founding Partner And Wealth Advisor
    Jacob William Advisory Oct 2006 - Present
    100 West Rd, Ste 300 Towson, Maryland, United States
    I co-founded Jacob William to bring my clients a way of investing that responds quickly to the market. Instead of just riding the ups and downs, I take control in an effort to protect clients' financial security. At Jacob William, I am the person diving deep into market data and trends. Analyzing this information allows me to stay on top of the market, and on top of clients' investments. I don't just “wait and see,” I respond because my clients' success is my success. Jacob William operates on a fee, not commission, basis, so clients know we are on the same side of the table. I am deeply invested in my client’s experience, knowing that I diligently look to manage risk, and help them pursue their goals and dreams.Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.

Daniel Morrison Skills

Finance Investments Leadership Wealth Management Financial Advisory

Daniel Morrison Education Details

Frequently Asked Questions about Daniel Morrison

What company does Daniel Morrison work for?

Daniel Morrison works for Jacob William Advisory

What is Daniel Morrison's role at the current company?

Daniel Morrison's current role is Founding Partner and Wealth Advisor | Money doesn't have to be complicated. Are you confused by most financial advice? If so, you’re not alone..

What is Daniel Morrison's email address?

Daniel Morrison's email address is dm****@****iam.com

What schools did Daniel Morrison attend?

Daniel Morrison attended University Of Baltimore, Towson University.

What are some of Daniel Morrison's interests?

Daniel Morrison has interest in Sailing, Running, Reading.

What skills is Daniel Morrison known for?

Daniel Morrison has skills like Finance, Investments, Leadership, Wealth Management, Financial Advisory.

Who are Daniel Morrison's colleagues?

Daniel Morrison's colleagues are Matthew Rodgville, Nick West, Mollie Moore, Marlee Smith, Carson Violanti, Betty Mchugh, Chloe Ober.

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