Michael A. Dávila

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.

Includes:

Insurance Solutions

Risk Management Strategies

Estate Conservation Strategies

Business Owners

Wealth Accumulation Strategies

Group Benefits

Retirement Income Planning

College Funding Strategies

Languages:

Engalish

More information

What's my service process?

Finding the right solution for your personal or business needs requires me to pay special attention to the circumstances of your unique situation. This is why I take a needs-based approach to our insurance sales strategy. My four-step process of analyzing, recommending, implementing, and reviewing your strategy will help ensure that you get on course to achieving your goals, and remain oncourse as life unfolds.

·      Analyze. Before I recommend any productor service, I ask questions and get a clear understanding of your financial goals and objectives. I then analyze your insurance portfolio to identify any gaps that may exist in your policies.

·      Recommend. I provide you with suggestions to fill in the gaps so you can choose the products best suited for your situation.

·      Implement. If you’re satisfied with my recommendations, I work with you to implement your strategies and secure the required products and services to help you strive for financial freedom.
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·      Review. Because your financial situation is bound to change, I work with you over time through periodic reviews to help you evaluate the strategies in place, and their capacity to continue to meet your goals. I can help you with many of your financial needs. It is important to note that Financial Professionals are only able to provide certain services if they are licensed to do so in your state.

MM202508-302381

How do I work with my clients?

I take a collaborative and comprehensive approach to financial services, working together with clients to build a plan that reflects themselves, their families and their life. Using technology, my clients have 24/7 access, review and track their plans online.
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CRN202506-2546102

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