Michael Anthony Morales

Financial Planner, Investment Advisor Representative

Domicile State: CT

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

He is a University of Connecticut graduate, with a Bachelors Degree in American Studies concentrating on Domestic Economics and Politics.  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 Securities Licenses, as well as a Life and Health license.  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 York Knicks. 

Phone 860.513.4144 Ext. 4