Michael Anthony Morales

Michael Anthony Morales

Financial Planner, Investment Advisor Representative

Domicile State: MA

A Financial Planner with nearly a decade of experience in financial services. 

He is a University of Connecticut gradutate, with a Bachelors Degree in American Studies concentrating on Domestic Economics and Politics.  Michael's practice is geared towards providing comprehensive Financial Plannning and wealth management services tailored to investment & estate analysis, retirement strategies, insurance, conservation strategies and education funding advice to clients. He maintains a Series 6, 63, 66 and 7 Securities Licenses, as well as a Life and Health license.  Michael currently resides in Cromwell, CT; is an avid fan of his UConn Huskies, The New England Patriots and New York Knicks. 

Phone 860.513.4144 Ext. 4