Dani Morillo
Associate Financial Consultant
Johnson Financial Group Financial Advisors
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Building strategies around your values.
As an Associate Financial Consultant, Dani serves as a trusted partner to clients, guiding them through their financial journeys with clarity and purpose. Through sound financial planning and the cultivation of long-term relationships, he ensures that clients remain at the center of every decision and strategy he implements. Dani’s commitment to excellence and strong work ethic drives him to provide the highest level of service to his clients.
Experience
- Joined Johnson Financial Group in 2021
- Graduated from Florida Southern College with a B.S. in Business Administration with a focus in International Business and a Spanish minor
- Holds FINRA Series 7, 65 and 63 securities licenses through LPL Financial
- Passed CERTIFIED FINANCIAL PLANNER™ Exam in 2024
Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Johnson Financial Group and Johnson Financial Group Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Johnson Financial Group Financial Advisors, and may also be employees of Johnson Financial Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Johnson Financial Group and Johnson Financial Group Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
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Ask Me About
- Financial Planning
- Retirement planning
- Investment strategies
Community Involvement
- Red Cedar Church volunteer
- Involved in Rice Lake recreational sport groups: soccer, pickleball and basketball