Our Team


David N. Morales 
Financial Services Executive, Investment Advisor Representative 

As a financial professional, I am committed to giving you the knowledge and information to make confident decisions. My goal is to address issues that affect your financial well-being so you can achieve financial freedom. I hope you find this site informative and useful. To learn more about the products and services we provide or to make an appointment, please contact me at 860.513.1451.

♦ Financial Planning Retirement planning ♦ Tax Minimization Strategies Risk Management ♦  Estate Conservation ♦  Special Care & Elder Care Planning ♦ Career Specific Planning ♦ 

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