Michael Davis, CFP®, ChFC®, CLU®, CLTC®

Financial Advisor @ Bright Future Financial LLC

About

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 975 Merriam Ave, Suite 200, Leominster, MA 01453, 978-534-0130 Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither Bright Future Financial LLC nor New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Bright Future Financial LLC is not owned or operated by New York Life Insurance Company or its affiliates. I am not licensed in all jurisdictions.

Country

United States

City

Leominster

Industry

Financial Services

Skill

401k Rollovers, Annuity Sales, Estate Planning, Insurance, LUTCF, CLU, CRPC, Licensed Life Insurance Agent, Gifting Strategies, Legacies, Time Management, Thought Leadership, Key Person Protection, Multi-Generational Planning, Multi-Generational Wealth Transfer, Multi-Tasking Skills, Protection Planning/Family Security, Wealth Preservation Planning, CRPS, Multi-generational Planning

Experience

Financial Advisor

Bright Future Financial LLC

2019-1 - Present · 7 yrs 9 mos

Greater Boston Area

Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Advisor.

Financial Advisor

Eagle Strategies LLC

2016-8 - Present · 10 yrs 2 mos

Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Advisor.

Financial Services Professional

NYLIFE Securities LLC

2013-3 - Present · 13 yrs 7 mos

I am a Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. 201 Jones Road, 5th Floor, Waltham, MA, 02451. 781-398-9134

Agent

New York Life

2013-2 - Present · 13 yrs 8 mos

I am an agent licensed to sell insurance through New York Life Insurance Company.

Finance Director

Herb Chambers BMW of Sudbury

2010-5 - 2013-2 · 2 yrs 10 mos

- Raised departmental profit in excess of $500 per car. - Consistently outperforms forecasts. - Maintains high level of product penetration. - Supervises finance department in daily activities - Responsible for developing right practices and procedures - Directs and evaluates salespeople during sales process.

Business Manager

Loeber Motors

2000-12 - 2010-3 · 9 yrs 4 mos

- Raised annual department profit in excess of $1.4 Million. - Consistently outperforms forecasts. - Continually adds new products to address client needs and develop new profit centers. - Maintains high level of product penetration. - Supervises salespeople in developing work plans. - Directs and evaluates salespeople during sales process. - Recognized by supervisor for problem solving skills and ability to train staff. - Created fully automated departmental logging system to track performance in real time. - National leader in profitability and penetration with Porsche Financial Services and Mercedes Benz Financial.