Dani Morillo

Dani Morillo currently serves as an Associate Financial Consultant at Johnson Financial Group, a position held since January 2025, where securities and advisory services are provided through LPL Financial. Prior roles at Johnson Financial Group include Wealth Fiduciary Assistant III from October 2021 to April 2024, where Dani partnered with wealth advisors on managing approximately $450MM in assets under management and supported client meetings. Earlier experience includes serving as a Relationship Banker II and Relationship Banker, focusing on client engagement and meeting banking needs. Dani is pursuing a CFP® Certification in Financial Planning and Services from the College for Financial Planning and holds a Bachelor's Degree in Business Administration with a concentration in International Business from Florida Southern College.