Daniel Morris Crpc

Daniel Morris CRPC, CRPS is a Senior Financial Advisor at Belpointe Asset Management LLC, a position held since November 2015, with extensive experience in the financial services industry dating back to 1990. Previously, Daniel served as a Financial Advisor at Wells Fargo Advisors, LLC and Merrill Lynch, where the focus was on planning financial futures for individuals, families, and business owners. Daniel's career includes roles in sales training and consulting, as well as significant leadership positions in mortgage banking, including Vice President at President First Mortgage Bankers and Ideal Mortgage. Educational credentials include a BA in Political Science and Economics from Bucknell University. Daniel's consultative approach to wealth management emphasizes excellence and tailored financial solutions.