Daniel Morse, Cfp® Aif®
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Daniel Morse, Cfp® Aif® Email & Phone Number

Wealth Management Advisor at Independence Square Advisors
Location: Cherry Hill, New Jersey, United States 4 work roles 1 school
1 work email found @lpl.com 2 phones found area 610 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 2 phones

Work email d****@lpl.com
Direct phone (610) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Independence Square Advisors
Role
Wealth Management Advisor
Location
Cherry Hill, New Jersey, United States
Company size
36 employees

Who is Daniel Morse, Cfp® Aif®? Overview

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Quick answer

Daniel Morse, Cfp® Aif® is listed as Wealth Management Advisor at Independence Square Advisors, a with 36 employees, based in Cherry Hill, New Jersey, United States. AeroLeads shows a work email signal at lpl.com, phone signal with area code 610, and a matched LinkedIn profile for Daniel Morse, Cfp® Aif®.

Daniel Morse, Cfp® Aif® previously worked as Wealth Advisor at The Philadelphia Group and Partner at Fisher & Morse Wealth Management. Daniel Morse, Cfp® Aif® holds Business Marketing, Finance, Marketing, And Management from Stockton University.

Company email context

Email format at Independence Square Advisors

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*@lpl.com
68% confidence

AeroLeads found 1 current-domain work email signal for Daniel Morse, Cfp® Aif®. Compare company email patterns before reaching out.

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Profile bio

About Daniel Morse, Cfp® Aif®

Securities offered through LPL Financial, Member FINRA/SIPC. www.finra.org, www.sipc.org. Investment advice offered through Independence Square Advisors, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representative associated with this site may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Current workplace

Daniel Morse, Cfp® Aif®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Independence Square Advisors
Independence Square Advisors
Wealth Management Advisor
king of prussia, pennsylvania, united states
Website
indsquare.com
Employees
36
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Company profile
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4 roles

Daniel Morse, Cfp® Aif® work experience

A career timeline built from the work history available for this profile.

Wealth Advisor

The Philadelphia Group

1040 Kings Highway North Ste 200 Cherry Hill Nj 08034

Private Wealth ManagerDaniel Morse, wealth advisor with Independence Square, started his career in the financial services industry with Whipple & Associates/MassMutual Financial Group, prior to becoming an independent advisor in 2008. In 2010, Dan joined with Independence Square to form Independence Square of South Jersey.As a partner with the company, Dan enjoys working closely with clients as well as other financial advisors in the group to create sound investment strategies.Dan’s practice focuses on three main areas:1) Comprehensive wealth management planning2) 401k and Pension Plan Due Diligence, Fiduciary Consulting3) Insurance brokerageDan currently resides in Cherry Hill, New Jersey, with his wife Liz and their sons Danny and Austin, where he is an active member of the community. Dan enjoys golf, surfing, and spending time with his family and friends at the beach in Ocean City, NJ.

Partner

Fisher & Morse Wealth Management

Securities America Inc...

Aug 2008 - Aug 2010

Registered Representative

Whipple & Associates/ Mass Mutual
Apr 2007 - Aug 2008
Team & coworkers

Colleagues at Independence Square Advisors

Other employees you can reach at indsquare.com. View company contacts for 36 employees →

KM Karen Mccarthy Karen Mccarthy Colleague at Independence Square AdvisorsKing Of Prussia, Pennsylvania, United States View → DA Daniel Agoglia Daniel Agoglia Colleague at Independence Square AdvisorsWayne, Pennsylvania, United States View → AO Andrew O'Malley, Cfp® Andrew O'Malley, Cfp® Colleague at Independence Square AdvisorsPhiladelphia, Pennsylvania, United States View → MC Mark Comyns Mark Comyns Colleague at Independence Square AdvisorsGreater Philadelphia, United States View → TM T.J. Mchugh Jr. T.J. Mchugh Jr. Colleague at Independence Square AdvisorsBryn Mawr, Pennsylvania, United States View → MC Mark Comyns Mark Comyns Colleague at Independence Square AdvisorsGreater Philadelphia, United States View → LB Laura Brown Laura Brown Colleague at Independence Square AdvisorsPhiladelphia, Pennsylvania, United States View → TD Tim D'Orazio Tim D'Orazio Colleague at Independence Square AdvisorsWarrington, Pennsylvania, United States View → MS Mike Studner Mike Studner Colleague at Independence Square AdvisorsPhiladelphia, Pennsylvania, United States View → BJ Benjamin James Benjamin James Colleague at Independence Square AdvisorsPhiladelphia, Pennsylvania, United States View →
1 education record

Daniel Morse, Cfp® Aif® education

FAQ

Frequently asked questions about Daniel Morse, Cfp® Aif®

Quick answers generated from the profile data available on this page.

What company does Daniel Morse, Cfp® Aif® work for?

Daniel Morse, Cfp® Aif® works for Independence Square Advisors.

What is Daniel Morse, Cfp® Aif®'s role at Independence Square Advisors?

Daniel Morse, Cfp® Aif® is listed as Wealth Management Advisor at Independence Square Advisors.

What is Daniel Morse, Cfp® Aif®'s email address?

AeroLeads has found 1 work email signal at @lpl.com for Daniel Morse, Cfp® Aif® at Independence Square Advisors.

What is Daniel Morse, Cfp® Aif®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 610 for Daniel Morse, Cfp® Aif® at Independence Square Advisors.

Where is Daniel Morse, Cfp® Aif® based?

Daniel Morse, Cfp® Aif® is based in Cherry Hill, New Jersey, United States while working with Independence Square Advisors.

What companies has Daniel Morse, Cfp® Aif® worked for?

Daniel Morse, Cfp® Aif® has worked for Independence Square Advisors, The Philadelphia Group, Fisher & Morse Wealth Management, and Whipple & Associates/ Mass Mutual.

Who are Daniel Morse, Cfp® Aif®'s colleagues at Independence Square Advisors?

Daniel Morse, Cfp® Aif®'s colleagues at Independence Square Advisors include Karen Mccarthy, Daniel Agoglia, Andrew O'Malley, Cfp®, Mark Comyns, and T.J. Mchugh Jr..

How can I contact Daniel Morse, Cfp® Aif®?

You can use AeroLeads to view verified contact signals for Daniel Morse, Cfp® Aif® at Independence Square Advisors, including work email, phone, and LinkedIn data when available.

What schools did Daniel Morse, Cfp® Aif® attend?

Daniel Morse, Cfp® Aif® holds Business Marketing, Finance, Marketing, And Management from Stockton University.

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