Daniel Morrison

Background

About Daniel Morrison

I've been in the financial services industry since 2009 and have spent my entire career with Merrill. My focus is on helping clients develop potential solutions and providing investment guidance for individuals, their families and their businesses by understanding their short- and long-term financial objectives. In order to best serve our clients, I hold the CERTIFIED FINANCIAL PLANNER® certification, which allows me to bring ideas and appropriate solutions for our clients' entire financial life. I'm backed by one of the most talented and experienced teams in the upper Midwest. Our two outstanding Client Associates, Carlie Weinandt and Tavia Ritchie, deliver white glove service to all of the families we work with. Our newest addition, Parker Hanson, has shown incredible dedication to grow his business and bring some of the best planning resources in the industry to new clients. I graduated from Augustana University with a Bachelor's degree in Business Administration, where I competed on the school's baseball team while also working part-time at Merrill and being a mentor for elementary school students. I continue to be involved in the community in many different ways. I formerly served Board positions for the Sioux Falls Cyclones and Rotary International. I still volunteer as an assistant coach for the Augustana Baseball team. My wife and I are also supporters of Augustana University, CASA, Sanford Children's Hospital, JY6 Foundation, and the United Way. My wife Jordan and I have been blessed with three daughters, Charlotte (7), Peyton (6), and Gabriella (3). We spend most of our free time now with our families who are all located in Sioux Falls.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.