Dan Morris

Financial Advisor at RBC Wealth Management

Great Falls, Montana, United States

About

I focus on hardworking, loyal, family-oriented individuals who are looking for a financial advisor who they can trust to put their best interests first, as well as the interests of their loved ones. I also focus on serving those who have found financial success through long-term dedication and discipline through owning/operating a small business. Outside of work, I enjoy spending time with my wife, Allison, and my twin daughters, Finley and Olivia. Watching them grow up is the most challenging and rewarding part of my life. My family and I truly enjoy all that Montana has to offer with things like camping, spending time at the family’s lake cabin, golfing, playing hockey, skiing and hunting. Please visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.

Experience

  • RBC Wealth Management (Great Falls, Montana, United States · On-site)
    • Financial Advisor
      Aug 2025 - Present · 11 mos

    • Associate Financial Advisor
      Mar 2025 - Aug 2025 · 6 mos

  • Facility Improvement Corporation (8 yrs 11 mos)
    • Project Manager
      Aug 2022 - Mar 2025 · 2 yrs 8 mos

    • Project Engineer
      Sep 2020 - Aug 2022 · 2 yrs

    • Application Engineer
      May 2016 - Sep 2020 · 4 yrs 5 mos