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

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

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Financial Advisor at Bright Future Financial LLC
📍 Leominster, Massachusetts, United States

Michael Davis is the Founder of Bright Future Financial LLC and a Financial Advisor with New York Life. He specializes in retirement, college funding, and lifetime income strategies. A graduate of Drexel University, colleagues describe him as professional, confident, and detail-oriented.

Outside of work, Michael resides in Framingham, Massachusetts, with his wife and two children.

He was recently honored by Forbes as one of the Top Financial Security Professionals in Massachusetts for 2024.

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Experience
25 Years
Current Role
Financial Advisor
Location
Leominster, Massachusetts, United States
Personality Overview

How Michael shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Michael cares about

Financial Security
His work focuses on creating lifetime income strategies and was recently named a Forbes Top Financial Security Professional.
Retirement Planning
He frequently posts about the importance of building a retirement strategy and lists it as a core service.
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Career

Work history

1-2019
Financial Advisor
Bright Future Financial LLC
8-2016
Financial Advisor
Eagle Strategies, LLC
3-2013
Financial Services Professional
NYLIFE Securites LLC
2-2013
Agent
New York Life Insurance Company
5-2010 - 2-2013
Finance Director
Herb Chambers BMW of Sudbury
In the press

Media appearances

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Education
Bachelor Of Science
Drexel University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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