DAVID MORALES
DAVID MORALES
About Me
David is a Financial Advisor with eight years of experience currently serving the Chicago South Market and surrounding suburbs. Utilizing an in-depth analysis of clients’ unique goals, time horizon, income needs, and tolerance for risk, David customizes easy to understand financial plans to help meet the needs of individuals and their families.
Prior to joining the BMO Investment Services team, David was a Financial Advisor at Merrill Lynch in Chicago, Illinois. He received his Bachelor of Science degree in History from DePaul University in Chicago. David holds series 7 and 66 licenses, held through LPL Financial along with his life, health, and annuities insurance licenses.
David is currently Vice President of Investments at A.L.P.F.A. A life long Chicagoan, David is passionate about Chicago sports. David’s hobbies include music and international travel.
Services offered
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management