David Morales

FINANCIAL ADVISOR, INVESTMENT ADVISOR REPRESENTATIVE 

New England Financial Group, an Office of Baystate Financial

175 Capital Blvd, Ste 205, Rocky Hill, CT 06067

P: 860-513-4144

F: 860.513.1087

E: DAVIDMORALES@BAYSTATEFINANCIAL.COM

As a Financial Advisor, David’s mission is to assist individuals, families, and business owners in defining their financial goals and achieving financial freedom. He is trained and licensed to provide financial solutions to his clients and prospects. His goal is to become a lifelong resource to his clients, and he is dedicated to assisting them through the various stages of their financial lives. At New England Financial Group, David is able to utilize the team approach and draw upon the wealth of knowledge of his associates to create custom designed financial strategies for his clients.

David Morales graduated with Honors from the University of Connecticut. He has over 30 years of investment advisory experience

David has attained the following industry honors: lifetime member Million Dollar Round Table, eight-time recipient of the Five Star Wealth Manager Award*, and MetLife Hall of Fame.

David lives in Cromwell, CT, with his wife, Donna. He enjoys spending time with his two sons and grandchildren. David is an avid Huskey, Celtics, Red Socks, and Patriots sports fan.

Professional Awards:

• Five Star professional recipient 2015-2022*

*This award was issued on 11/1/2022 by Five Star Professional (FSP) for the time period 2/28/2022 through 9/2/2022. A fee of $340 was paid for this award emblem.