Daniel Morato

As a Financial Advisor, I partner with Individuals, families, and businesses to bring confidence and clarity to their financial lives. Through a thoughtful planning approach, I provide guidance and investment solutions designed around their goals - supported by personalized service. The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you'll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact me. It's a distinct advantage of working with one of the world's premier financial institutions. In helping you address your financial needs beyond investing; I can provide access to Wells Fargo banking and lending affiliates to help you meet your borrowing needs. In addition to supporting my clients, I'm committed to serving my community. I stay actively involved with my church, and outside the office I enjoy volunteering at various church and community events. My wife, Irene, and I are proud parents of four, our daughters Ana & Eleni, and our sons Mikhael & Alverto. It takes more than a single planning session to put your wealth to work in support your life goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We'll continue to work together through the years to keep your investment strategies aligned with your goals and needs.