I have been an financial advisor in the brokerage industry for 30 years. During this time, I have gained an understanding for the complexities facing today's markets and fine-tuned my knowledge of regulations that are essential to running a productive and successful business. Even before I graduated with a BBA in accounting from Catholic University of Puerto Rico, I always had a love for numbers. I am registered and licensed to sell stocks, bonds, life insurance, health insurance and variable annuities and managed accounts. I enjoy helping my clients achieve their financial goals, be it personal or business, through retirement planning, portfolio strategies, business succession planning or any other areas that they might need.
I have a beautiful wife named Martha. She is a nurse and has worked as a clinical educator in our local area hospitals for the past 30 years. We have lived together in Wellington, FL for the past 23 years, and have resided in Florida since 1984. Together, we have two sons. Daniel, our eldest, is a physical therapist. Jason, our youngest, is a CPA.
I have strong involvement in giving back to the community. I am currently the past president of the Rotary Club of Royal Palm Beach and have served on boards for the following organizations: The Children's Fund WPB, Puppetry Arts Center, Wellington Chamber of Commerce, International Children's Museum and the Diocese of the Palm Beaches. My community involvement has strengthened my understanding of the economic struggles facing today's local community, and how proactive financial preparation can help lead to a more productive today and a prosperous future.
I joined Edward Jones for our shared philosophy of always putting the client first, and their commitment to integrity. Together, with branch office administrator Leslie Garcia, we are dedicated to helping you achieve your best financial future.
Highly personalized service is our goal!
Helping you achieve and maintain yours is our passion!
- Retirement Savings Strategies
- Portfolio Reviews
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- College Savings
Phone NumberDaniel Morales at (561) 725-0060
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