Financial – Florida Hispanic American Chamber of Commerce https://fhachamber.com Bringing together our community while promoting and sharing our culture. Tue, 28 Jun 2022 21:07:29 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.3 https://fhachamber.com/wp-content/uploads/2016/07/cropped-puerto-rican-chamber-logo-144-144-32x32.png Financial – Florida Hispanic American Chamber of Commerce https://fhachamber.com 32 32 Daniel Morales Financial Advisor https://fhachamber.com/member/dan-morales-financial-advisor/ https://fhachamber.com/member/dan-morales-financial-advisor/#respond Thu, 21 Jan 2021 16:27:09 +0000 https://https://fhachamber.com/?post_type=member&p=7250 Daniel Morales
Financial Advisor

I have been an investment advisor in the brokerage industry for 30 years.
During this time, I have gained an understanding for the complexities facing today’s
markets and fine-tuned my knowledge of regulations that are essential to running
a productive and successful business. Even before I graduated with a BBA in
accounting from Catholic University of Puerto Rico, I always had a love for
numbers. I am registered and licensed to sell stocks, bonds, life insurance, health
insurance and variable annuities and managed accounts. I enjoy helping my
clients achieve their financial goals, be it personal or business, through retirement
planning, portfolio strategies, business succession planning or any other areas
that they might need.

I have a beautiful wife named Martha. She is a nurse and has worked as a clinical
educator in our local area hospitals for the past 30 years. We have lived together
in Wellington, FL for the past 23 years, and have resided in Florida since 1984.
Together, we have two sons. Daniel, our eldest, is a physical therapist. Jason, our
youngest, is a CPA.

I have strong involvement in giving back to the community. I am currently the past
president of the Rotary Club of Royal Palm Beach and have served on boards for
the following organizations: The Children’s Fund WPB, Puppetry Arts Center,
Wellington Chamber of Commerce, International Children’s Museum and the
Diocese of the Palm Beaches. My community involvement has strengthened my
understanding of the economic struggles facing today’s local community, and how
proactive financial preparation can help lead to a more productive today and a
prosperous future.

I joined Edward Jones for our shared philosophy of always putting the client first,
and their commitment to integrity. Together, with branch office administrator Susan
Kane, we are dedicated to helping you achieve your best financial future.
Highly personalized service is our goal!
Helping you achieve and maintain yours is our passion!

]]> https://fhachamber.com/member/dan-morales-financial-advisor/feed/ 0 eMerchantPay https://fhachamber.com/member/emerchantpay/ Mon, 24 Jul 2017 20:29:04 +0000 http://https://fhachamber.com/?post_type=member&p=5266 We’re here to provide e-commerce businesses and brick-and-mortar stores with a better alternative to other merchant account providers. Since 2002, eMerchant has been offering a range of services that make the lives of business owners easier.

]]> Blanca Lopez Mackrey Insurance Agency, Inc. https://fhachamber.com/member/blanca-lopez-mackrey-insurance-agency-inc/ Tue, 16 Aug 2016 01:36:13 +0000 http://emmavelez.com/prhchamber/?post_type=member&p=1711 I am a 16 year resident of Palm Beach County Florida, licensed to serve the needs of the entire state of Florida. In addition to being an active member of the Palm Beach PR Hispanic Chamber of Commerce, Wellington Wolves Travel Basketball Association and Business Partner/Sponsor to Greenacres Elementary and Park Vista High Schools, I am the proud mother of 2 sons who will be a part of the High School graduating classes of 2019 and 2022.

Located in Central Palm Beach, my experienced and talented team and I can help you with the following:

•Auto Insurance
•Home/Renters insurance
•Life insurance
•Disability insurance
•Banking services
•Business insurance
•Annuities

We look forward to taking the time to get to know you and help you protect against the things that can go wrong, so you can focus and prepare on what can go RIGHT!

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