
David N. Moralesemail
Baystate Financial - Rocky Hill
Rocky Hill, CT 06067
Professional Story
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.
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).
Languages: English
Specialties:Insurance Strategies, Retirement Income Planning, College Funding Strategies, Group Benefits, Estate Planning, Financial Education, Investment Strategies
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