Michael Anthony Morales
Financial Planner, Investment Advisor Representative
A Financial Planner with over a decade of experience in financial services.
Michael's practice is geared towards providing comprehensive Financial Planning 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 security registrations, as well as a Life and Health license. He is a University of Connecticut graduate, with a Bachelors Degree in American Studies concentrating on Domestic Economics and Politics.
Michael currently resides in Rocky Hill, CT, with his wife Cassie and their four children. He is an avid fan of his UConn Huskies, The New England Patriots and New England Sports teams.