Michael A. Dávila joined MetLife Premier Financial Group of NYC shortly before the onset of the financial crisis in September of 2007 and began building his practice within the competitive niche market of Financial Services Executives. Starting his career working with individuals and families affected by this crisis was a formative experience for him. For that reason, Michael focuses on helping his clients increase efficiency by finding opportunities to help them leverage different IRS tax codes along with a focus on Risk Management in the areas of Retirement Planning and Insurance. A holistic approach to overall financial planning is critical in his perspective, as he strives to create financial longevity for his clients, by utilizing his extensive product knowledge and passion for working with people.
During the Fall of 2011, Michael decided that to provide his clients with a sound financial strategy, he needed to form a full-service team. While at the MetLife Premier Client Group of NYC, Michael and his team – led by himself and counterparts Corey Miller, and Lance Lichorat – established a seven-person financial advisory group. The team developed and grew within the niche market of financial services executives and small business owners. Michael and his teammates operate under the universal principle that their purpose is to “Empower their clients to grow and safeguard their assets throughout all stages of their financial lives”. The team strives to accomplish this mission through “Brand Strength, Financial Stability, and Exceptional Service”.
In 2016, Michael and his team transitioned from the MetLife Premier Client Group of NYC to Fortis Lux Financial.
In addition to holding series 7, 63 and Life, Accident and Health licenses, Michael is a division leader within Fortis Lux Financials’ Advanced Sales Unit with a specialty focus in Split Dollar & Premium Financing transactions. Michael graduated from New York University in 2004 with a B.A. in Medieval and Renaissance Studies.
Michael currently resides in Garden City, NY with his spouse Gisel and daughters Juliana & Elliana.
Hobbies – Travel, gastronomy, professional sports, fishing.
CRN202808-9251576