Daniel Morrissey

Our Professional Approach

With more than 50 years of combined experience, Dan and John Morrissey bring a powerful blend of wisdom, market insight and personal dedication to helping you pursue your financial goals. At the heart of their approach is a simple promise: to put you first.

They begin by listening—really listening—to understand what matters most to you. Whether you’re planning for retirement, saving for a major milestone or simply looking to make smarter investment decisions, Dan and John will work with you to evaluate your current financial picture, clarify your goals and build a personalized, goals-based strategy that fits your timeline and comfort with risk.

Dan Morrissey

Dan has been guiding families through the market’s ups and downs since 1984. Over the decades, he’s helped clients navigate seven recessions, six bear markets, and more than 20 double-digit corrections. His steady, client-first approach has earned him the trust of generations. Dan began his career at A.G. Edwards after earning his degree from Southern Illinois University-Edwardsville and completing graduate-level coursework in business administration. He lives in Godfrey with his wife, Jane, and their beloved dogs.

John Morrissey

John joined the financial services industry in 2013, working closely with advisors and trading fixed-income bonds. His years “in the market” gave him a working understanding of how to help clients invest confidently. In 2025, he teamed up with his father to combine his market experience with a shared passion for helping people reach their goals.

John holds a degree in economics from the University of Illinois at Urbana-Champaign and recently returned to the area from Chicago to join the family practice.

Together, Dan and John offer a rare combination of experience, energy, and empathy—backed by the resourcesof Benjamin F. Edwards, a firm with a nearly 140-year legacy helping investors for generations.

If you’re seeking trusted guidance and a team that truly cares, they’re ready to help you take the next step.

What We Can Do For You

• Investments
• Fiduciary Services
• IRA and Retirement Accounts
• Tax-Advantaged Accounts
• Life Insurance
• Annuities
• Wealth-Transition Strategies
• Charitable Planning
• Estate Planning strategies
• Business-Owner Services
• Executive Services
• Trust Accounts
• Alternative Investments
• Education Planning strategies

About Benjamin F. Edwards

With a legacy spanning 137 years over six generations of the Edwards family, Benjamin F. Edwards today is an entrepreneurial wealth-management enterprise welcoming client-first, full-service financial advisors to join the firm. Advisors at Edwards seek to render solid investment advice while helping clients develop a plan to reach their goals. The growing national firm is now in 33 states with 102 locations, and over $44 billion in assets under management.