Dan Morris Email
Director - Wealth Planner @ Brown Shipley | A Quintet Private Bank
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Dan Morris Location
- Birmingham, GB
Dan Morris Work
- 2020 -now Director - Wealth Planner @
- 2015 -2020 Chartered Financial Planner @
- 2008 -2014 Chartered Financial Planner @
- 2007 -2008 Paraplanner @
- 2006 -2007 Paraplanner @
- 2001 -2006 Paraplanner @ Torquil Clark
Dan Morris Skills
- Strategic Financial Planning
- Wealth Management
- Retirement Planning
- Investment Advisory
- Financial Services
- High Net Worth Individuals
- Trusts
- Pensions
- Inheritance Tax Planning
- Wealth
- Financial Planning
- Financial Advisory
- Retirement
- Investment Strategies
- Income Protection
- Portfolio Management
- Customer Service
Dan Morris Summary
- Dan Morris, based in Birmingham, GB, is currently a Director - Wealth Planner at Brown Shipley. Dan Morris brings experience from previous roles at Smith and Williamson, BROADSTONE (formerly BDO Investment Management), Grant Thornton and Baker Tilly. With a robust skill set that includes Strategic Financial Planning, Wealth Management, Retirement Planning, Investment Advisory, Financial Services and more. Dan Morris has 2 emails on RocketReach.
Looking for a different Dan Morris?
Find contact details for 700 million professionals.
Others Named Dan Morris
Dan Morris
Partner
New York, NY, US
Dan Morris
Chief Executive Officer
Fort Gibson, OK, US
Dan Morris
Vice President
Yorktown, VA, US
Dan Morris
President
Tenafly, NJ, US
Dan Morris
Vice President, Global Solutions
Atlanta, GA, US
Dan Morris
Vice President
Havertown, PA, US
Dan Morris
Founder and CEO
Daytona Beach, FL, US
Top Brown Shipley | A Quintet Private Bank Employees
Cara Walters
Head of HR
London, GB
Robert Kitchen
Chief Executive Officer
London, GB
Andrew Shirley
Managing Director
London, GB
Kelvin Clough
Head Of Compliance
England, United Kingdom
Helen Whelan
Chief Risk Officer (CRO)
London, GB
Katrina Johnson
Managing Director
Manchester, GB
Matt Everson
Chief Financial Officer
London, GB
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co