FINANCIAL ADVISOR, INVESTMENT ADVISOR REPRESENTATIVE
New England Financial Group, an Office of Baystate Financial
175 Capital Blvd, Ste 205, Rocky Hill, CT 06067
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 is licensed to sell insurance in the following states: CT, CA, DE, FL, IN, MA, ME, NC, NH, NJ, NY, PA, RI, and SC. He is also licensed to sell securities in the following states: CT, CA, CO, DE, FL, IN, MA, ME, MO, NC, NH, NJ, NY, PA, RI, and SC.
David has attained the following industry honors: lifetime member Million Dollar Round Table, six-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.
David Noel Morales is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. 200 Clarendon Street, 19th & 25th Floors. Boston, MA 02116. 617-585-4500. New England Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. *The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including retention rates, client assets administered, firm review and favorable regulatory and complaint history.