David Noel Morales
Financial Services Executive, Investment Advisor Representative
California Insurance License #: 0N08524
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.
Recognized as a Five Star Wealth Manager for 6 years by Five Star Professional*
- 2022: Issued 11-01-2022 for the time period
- 02-28-2022 – 09-02-2022
- 2017: Issued 11-01-2017 for the time period
- 02-15-2017 – 09-11-2017
- 2016: Issued 10-01-2016 for the time period
- 3-25-2016 – 9-28-2016
- 2015: Issued 11-01-2015 for the time period
- 03-16-2015 -09-10-2015
- 2014: Issued 11-01-2014 for the time period
- 03-16-2013 – 09-10-2013
- 2012: Issued 11-01-2012 for the time period
- 03-16-2011 – 09-10-2011
An avid UConn and Boston sports fan, David enjoys spending time with his wife Donna, their two children Michael and Anthony, and grandchildren.
*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.