David E. Appel is a Managing Partner at Appel Insurance Advisors, LLC.
A 1992 graduate of the Whitman School of Management at Syracuse University, David built his practice with a consultative, service oriented approach to personal and business insurance planning. His primary focus is generational wealth transfer goals, as well as helping clients protect their families and businesses from the financial pitfalls of death, disability, and long term care expenses.
In 2004, he was highlighted in NAIFA’s National publication, Advisor Today, in an article portraying four top Advisors and community leaders in the United States under the age of 40.
David was the past President of NAIFA Boston, and served on the NAIFA- Massachusetts State Board. He is a member and former board member of the Boston Estate Planning Council, and is one of a few Licensed Insurance Advisors in the Commonwealth of Massachusetts. He holds the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Accredited Estate Planner (AEP®) designations. David has spoken at life insurance industry meetings internationally and throughout the United States while maintaining his active involvement with several philanthropic organizations.