Daniel Cabello Morasso, CRPC™

Daniel Cabello Morasso, CRPC™ is a Financial Solutions Advisor at Merrill Lynch, based in the Miami-Fort Lauderdale Area.13 He has over 500 connections on LinkedIn, indicating a strong professional network in his field.1

Professional Background

Daniel recently celebrated his first year anniversary with Merrill Lynch.2 During this time, he achieved a significant milestone by obtaining the Chartered Retirement Planning Counselor (CRPC™) designation.2 This certification demonstrates his expertise in retirement planning and financial advisory services.

Role and Responsibilities

As a Merrill Financial Solutions Advisor, Daniel's primary focus is on working with clients to help them pursue their financial goals and aspirations.3 He is passionate about assisting individuals in realizing their hopes and dreams through sound financial planning and advice.3

Skills and Expertise

Daniel's background is diverse, encompassing various experiences that contribute to his current role:

• Financial advisory services
• Retirement planning (as evidenced by his CRPC™ designation)
• Client relationship management
• Business administration

His professional journey has also included experience in acting, which likely enhances his communication and interpersonal skills in his current financial advisory role.

Personal Attributes

Daniel is described as a results-driven professional with excellent decision-making skills. These qualities, combined with his diverse background, likely contribute to his effectiveness in helping clients navigate complex financial decisions and plan for their futures.