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Daniel Morse-Dias
Client Associate
Biography
I am a Client Associate at the SkyArch Group at Wedbush Securities, with offices on Park Avenue and Purchase, New York. I am focused on wealth management, market research, and client services. Our firm’s resources in research, retirement planning, and wealth management, provide a suite of world class solutions to meet your individual ambitions and objectives.
The SkyArch team provides investment management services to clients ranging from families, small and medium size businesses, corporations and high net worth individuals. With over 30 years of combined financial industry experience, our team assists clients with creating customized portfolios, income solutions, and college savings plans, in accordance with your risk tolerance and investment goals.
My background in Psychology allows me to bring a unique perspective to our team’s investment and planning process. I graduated with a Bachelor of Arts in Psychology from the University of Rhode Island. I holds my Series 7 and 63 licenses, and reside in Larchmont, New York.