Daniel Morrison
Founding Partner and Wealth Advisor at Jacob William Advisory- Claim this Profile
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Bio
Experience
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Jacob William Advisory
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United States
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Financial Services
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1 - 100 Employee
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Founding Partner and Wealth Advisor
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Oct 2006 - Present
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.
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Education
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University of Baltimore
Masters, Finance -
Towson University
Bachelors, Finance & Economics