Dan Morrison has been in the financial services industry since 2009 and has spent his entire career with Merrill. Dan holds the CERTIFIED FINANCIAL PLANNER™ certification, and his 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. Dan was named in the Forbes "Best-in-State Next-Generation Wealth Advisors" for South Dakota in 2023* (Published on August 8, 2023. Rankings based on data as of March 31, 2023), and Ranked #1 in South Dakota on the 2023 Forbes “Best-in-State Wealth Management Teams” list as a member of the Nelson Wealth Management Team (Published on January 12, 2023. Rankings based on data as of March 31, 2022)**. He is a graduate of Augustana University with a bachelor's degree in Business Administration, where he also competed on the baseball team. He and his wife, Jordan, live in Sioux Falls with their children, Charlotte (7), Peyton (5), and Gabriella (3).
*Published on August 8, 2023. Rankings based on data as of March 31, 2023.
2023 Forbes “Top Next-Generation Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*Published on January 12, 2023. Rankings based on data as of March 31, 2022.
2023 Forbes "Best-in-State Wealth Management Teams" list. Opinions provided by SHOOK Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
