In the beginning, Essex Monetary have knew the significance of peoples telecommunications inside our really works

We now have also oriented a group of best-flight advisors you to definitely will continue to grow into the a prudent and you can measured manner. Similar to this, Essex Financial advisers is actually provided to offer the levels of involvement and you can options our clients reach expect and cost.

Stephen W. Bates

Steve provides more 30 years of experience on economic advisory and you may wide range management organization, and you will joined Essex Economic during the 2008. His routine is made up mainly at your workplace with a high web really worth website subscribers in order for its money and you may money goals plus money transfer objectives is effortlessly included and tend to be are found. He in addition to works together many regional maybe not-for-finances groups, and you may will bring his very own personal experience so you can happen, with in past times served because the Settee of the Loans and Financial support Committee out of a beneficial $20 billion basis.

Steve gotten his undergraduate out-of Dartmouth School and you will, once helping as the a beneficial naval manager on board destroyers regarding Pacific, returned to Dartmouth to make an enthusiastic MBA away from Dartmouth’s Tuck College or university away from Company. He could be earnestly working in fund raising and you will alumni activities in the one another Dartmouth and you will Put.

Dave Delfino, CFP®, CAP®

Dave believes one to because of the maintaining a disciplined method of an intensive economic plan, subscribers feel the large opportunities to own efficiently getting together with their private and you will monetary specifications. The guy will bring complete monetary think and resource guidance to cover an excellent wide array of subject areas. His passion for goal centered using and you may monetary planning are exemplified by his dedication to are a student of one’s trade. He retains a keen MS in the Funds having a quantity inside monetary thought regarding the American University. He could be a certified Economic Coordinator™ and an effective Chartered Advisor from inside the Philanthropy®. The guy also holds the latest Series 66 bonds licenses and additionally the state of Connecticut Life insurance policies and you can Changeable Contracts Certificates. The guy entered Essex Monetary immediately following a decade out of helping members during the the personal Client Classification in the Fidelity Opportunities.

Dave existence with his spouse Jennifer & one or two boys into the Tangerine, Connecticut. Within leisure time they enjoy the external if you find yourself skiing, cycling, walking, playing golf and you can meals at coastline. Which have a love of antique cars, he has invested a lot of time together with his father restoring them for the their father’s driveway

David C. Donaldson, Jr. CRPC®

David’s occupation throughout the money industry covers more thirty years along with each other federal broker enterprises and you may financial brokerage platforms. He retains their 65 securities license, graduated out-of SUNY Get, New york and it has an enthusiastic MBA when you look at the loans away from Fordham College, Nyc. David already serves as the brand new President of your own Farmington River Watershed Relationship, a low-earnings business. He had been a nationwide rated system tennis pro and now have has actually angling, golf and you will skiing, as well as writing and starting audio.

Sean Flynn, CCPS®

Sean is actually an economic Mentor which have Essex Financials’ Southport, Connecticut work environment. With over ten years of expertise in the market, Sean gets their members exclusive knowledge needed seriously to link brand new gap anywhere between their overall economic package additionally the style of their capital profile. An investment values significantly rooted in academia provides the design to own creating successful and https://kissbrides.com/web-stories/top-10-hot-asian-women/ varied profiles based on customer’s individual and financial objectives and goals.

Prior to joining Essex Economic, Sean did because the an economic Advisor during the Apella Investment, an RIA during the CT. In advance of Apella Mr. Flynn did from the Merrill Lynch due to the fact an economic Mentor within the New york, Ny. A Fairfield College graduate, he retains a-b.S. studies in financing from the Dolan College from Organization. He’s together with an authorized College Thought Experts (CCPS) from the National Institute away from Authoritative University Coordinators.