Daniel J. Morrisey, CFP®

Dan Morrisey, CFP®, has more than 28 years of experience helping individuals, families, business owners, foundations, and non-profits with asset allocation and long-term planning and analysis.

He focuses on sound investment advice based on understanding and trust. Dan earns clients’ trust by listening, asking, and putting their interests first.  He works with them to establish a disciplined investment policy that balances risk in order to achieve long-term objectives with integrity.

Dan earned his CERTIFIED FINANCIAL PLANNER™ certification. He completed the Investment Consultant Program, sponsored by Baird, at the University of Chicago Graduate School of Business, and earned the designation of Senior Investment Consultant.  Dan is a graduate of the University Wisconsin-Milwaukee where he earned a bachelor’s degree in Business Administration with an emphasis in Finance.

Dan has served on several nonprofit boards of directors, advised foundations, and is active in the community. He is past president of Racine Rotary, been involved in Big Brother Big Sisters and was named 2000 – 2001 Distinguished Participant of Junior Achievement. Dan earned the 1998 Robert W. Baird Client Service All Star award and was honored to be named the Robert W. Baird Rookie of the Year.