David Noel Morales

David Noel Morales

Financial Services Executive, Investment Advisor Representative

Domicile State: MA

Graduating with Honors from University of Connecticut in 1986, David has been a Financial Services Executive for 30 years; focusing on every aspect of the Financial Services industry.

 He is a lifetime member of the Million Dollar Round Table as well as the National Association of Insurance and Financial Planner Advisors (NAIFA). David has been President's Conference Qualifier through Metlife, achieving this milestone for the past 19 years and counting. He is also a 6 time Chairman's Council Qualifier through Metlife; earning him the reputation of an honored and highly distinguished Advisor within the company. A lifetime member of (from his previous employment with MetLife) of MetLife’s Platinum Council, one of the highest honors the firm bestows. To receive that award, those nominated are evaluated against ten objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients. He maintains a CT Life & Health insurance license along with Series 6, 63, 65 and 7 licenses.

In 2010, 2012, 2014, 2015, 2016 and 2017 David was the recipient of the FIVE STAR Wealth Manager* award by Connecticut Magazine. This elite award represents less than 1 % of the Wealth Managers in the Connecticut area*. 

An avid UConn and Boston sports fan, David enjoys spending time with his wife Donna, their two children Michael and Anthony, and their dog Luigi.

 

*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 favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets administered.

Phone 860.513.1451