In the beginning, Essex Financial possess realized the significance of peoples telecommunications in our really works

There is and based several ideal-journey advisors you to definitely continues to expand into the a prudent and you will measured fashion. In this way, Essex Economic advisors try supplied to offer the quantities of involvement and you may expertise our subscribers arrived at expect and cost.

Stephen W. Bates

Steve possess over 30 years of expertise regarding the monetary advisory and you may wealth management company, and you will inserted Essex Monetary when you look at the 2008. Their behavior comprise mostly at your workplace with high net really worth customers to make certain that its capital and you will money wants including wealth transfer expectations was effectively included and are also are fulfilled. The guy including works together plenty of local maybe not-for-money teams, and you may will bring his personal personal experience in order to sustain, that have previously offered as Couch of the Fund and you may Financial support Panel of an effective $20 billion foundation.

Steve received his undergraduate out-of Dartmouth University and you will, immediately following helping given that a naval officer on board destroyers on Pacific, gone back to Dartmouth to make an enthusiastic MBA off Dartmouth’s Put College Evlilik iГ§in Sri LankalД± kadД±n or university out-of Business. He could be earnestly involved in fund raising and you may alumni activities at the both Dartmouth and you may Put.

Dave Delfino, CFP®, CAP®

Dave believes you to because of the maintaining a disciplined method of an extensive economic package, subscribers have the large chances getting effectively reaching its private and you will financial goals. He provides full financial considered and you will resource guidance to cover an effective wide selection of topics. Their love of purpose depending spending and you will financial planning is actually exemplified by the their dedication to are students of the exchange. The guy retains a keen MS during the Financing with a focus during the economic considered throughout the Western College. He is an official Economic Planner™ and you will a great Chartered Advisor inside the Philanthropy®. He and retains the newest Collection 66 securities license and additionally the state of Connecticut Term life insurance and Adjustable Deals Permits. The guy joined Essex Financial shortly after 10 years off helping website subscribers in the private Visitors Class in the Fidelity Assets.

Dave existence with his partner Jennifer & a couple of boys in Tangerine, Connecticut. Within their leisure time they benefit from the outdoors whenever you are skiing, cycling, walking, playing golf and you can delicacies during the seashore. Having a passion for vintage autos, they have spent hours and hours with his dad restoring them within the their father’s driveway

David C. Donaldson, Jr. CRPC®

David’s job throughout the financing world covers more three decades including both national broker organizations and lender broker programs. He preserves their 65 ties permit, finished out-of SUNY Pick, Ny features an enthusiastic MBA when you look at the loans out-of Fordham School, New york. David already serves as the latest President of Farmington River Watershed Connection, a low-profit business. He had been a nationwide rated program tennis athlete and also features angling, golf and skiing, and additionally creating and carrying out sounds.

Sean Flynn, CCPS®

Sean was an economic Mentor having Essex Financials’ Southport, Connecticut work environment. With more than 10 years of experience in the business, Sean gives his clients the unique understanding needed seriously to link the fresh pit anywhere between the complete financial plan and the design of its investment profile. A financial investment values seriously rooted in academia gets the framework to own constructing productive and you will varied portfolios centered on client’s personal and you may economic objectives and goals.

Ahead of signing up for Essex Financial, Sean spent some time working due to the fact an economic Advisor at Apella Capital, an RIA in CT. Before Apella Mr. Flynn has worked on Merrill Lynch as the a financial Mentor for the Manhattan, New york. A great Fairfield School scholar, he retains a-b.S. degree when you look at the finance on Dolan University out of Organization. They are in addition to an authorized College Thought Pros (CCPS) from National Institute regarding Specialized School Coordinators.