Notable Awards and Recogonition
"It is wonderful to be recognized with an honor and know that your customer serivce and advice is appreciated" - David Morales
Hall of Fame, Life time member 2010
Established in 1977; The Hall of Fame was created to identify and honor MetLife's best representatives. Slightly over one hundred members in the 144-year existence of Metropolitan Life Insurance Company have reached this coveted honor. In April 2010, David became one of the youngest members to ever be inducted.
FIVE STAR Wealth Manager award: 2010, 2012, 2014, 2015, 2016, 2017 Winner*
Featured in Connecticut Magazine, The Five Star program is the largest and most widely published wealth manager award program in North America. As part of the update research process firms and peers nominate award candidates. They are evaluated against 10 objective criteria to determine the Five Star Wealth Managers in more than 40 markets. Less than seven percent of National Wealth Managers nominated are honored with this award.
The Five-Star award is granted by Five Star Professional, an independent 3rd party marketing firm. This award may not represent the experience of all clients and is not indicative of future performance or success. This award is based strictly on client experiences.
MetLife Conference Qualifier: Consecutive, 1994 - 2016**
Presidents's Level recognition is an honor bestowed on a select number of top producers, specifically those who exemplify the highest standards of personal integrity, professionalism, and customer service across the country.
Contact David:
Phone: 860.513.1451
Email: dmorales@baystatefinancial.com
*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.
**This award is not indicative of future performance or success. MML Investors Services, LLC and MetLife are not affiliated entities.