David Noel Morales

David graduated with honors from the University of Connecticut in 1986 and has since built a distinguished 30-year career in the financial services industry. His experience spans all facets of financial planning, insurance, and wealth management.

A lifetime member of both the Million Dollar Round Table* and the National Association of Insurance and Financial Advisors (NAIFA), David has earned a reputation for excellence and dedication. During his tenure at MetLife, he qualified for the prestigious President's Conference for 19 consecutive years, and was a Chairman’s Council Qualifier**six times between 2012 and 2017—one of the company’s most elite honors. He is also a lifetime member of MetLife’s Platinum Council, a recognition reserved for top-performing advisors who demonstrate exceptional client service and meet stringent professional criteria.

David holds a Connecticut Life & Health Insurance license, along with Series 6, 7, 63, and 65 securities licenses, underscoring his comprehensive expertise in financial advising.

In addition to his professional achievements, David has been recognized as a Five Star Wealth Manager*** by Five Star Professional.

Outside of work, David is a devoted fan of UConn and Boston sports. He enjoys spending time with his wife Donna, their two sons, Michael and Anthony, and their beloved grandchildren.

*David Morales is a member of Million Dollar Round Table (MDRT).

**Recognized by Massachusetts Mutual Life Insurance Company (MassMutual) based on prior calendar year sales. Recipients are registered representatives of MML Investors Services, LLC., a MassMutual subsidiary.
(2012-2017).

***2025 Five Star Wealth Manager award was issued by Five Star Professional (FSP) on 11/1/24 for the period covering 2/13/24 through 8/30/24. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not an endorsement or indicative of the future performance of the wealth manager. A fee was not paid for consideration however a fee is paid for marketing materials. For more information, visit www.fivestarprofessional.com.