Raul Morales

Raul is a graduate of Merrimack College which is where he discovered his passion for finance as an intern with the Merrimack Financial Capabilities Center.  After attending networking events and speaking with representatives of financial institutions Raul found his way to National Financial Network.

Raul designs strategies based on his client’s goals and aspirations.  He assesses their current situation pertaining to the dollars flowing in and dollars flowing out.  There may be a gap in protection or an obvious overspend in certain areas which he will address.  He works with clients to help them understand how each dollar earned works together in its own unique ecosystem.  Living by a budget, developing good savings habits, and understanding how financial instruments work together allows clients to make educated decisions for themselves, their families, and businesses.

In his spare time Raul enjoys staying fit by hitting the gym and playing in recreational soccer leagues.  He is also an avid sports fan and enjoys watching sports.

Financial Representative of Guardian.