Dan Morris

Dan Morris has over 20 years of experience in financial planning, specializing in high net worth individuals. Dan began as a Paraplanner at Torquil Clark from 2001 to 2006, followed by Paraplanner roles at Baker Tilly and Grant Thornton. In 2008, Dan transitioned to BROADSTONE as a Chartered Financial Planner, a position held until 2014. Dan continued to serve as a Chartered Financial Planner at Smith and Williamson from 2015 to 2020. Currently, Dan is the Director - Wealth Planner at Brown Shipley, focusing on tailored financial advice regarding pensions, investments, and trusts for clients.