We’ve and centered a team of most readily useful-journey advisors you to definitely continues to expand during the a prudent and you will mentioned trend. Along these lines, Essex Economic advisers is furnished to own levels of involvement and you will possibilities all of our clients arrive at assume and value.
Stephen W. Bates
Steve has more than thirty years of experience about economic consultative and you may money management business, and you will entered Essex Monetary inside the 2008. His habit is made up primarily at the office with a high web worth subscribers making sure that their resource and income wants and wealth import objectives are effortlessly incorporated and they are are met. He also works together with many local not-for-cash organizations, and you can brings his or her own personal experience so you can happen, that have in past times offered due to the fact Settee of the Money and you may Money Committee from a great $20 million basis.
Steve obtained his undergraduate regarding Dartmouth School and you can, shortly after providing while the a naval manager up to speed destroyers from the Pacific, returned to Dartmouth to make an enthusiastic MBA regarding Dartmouth’s Tuck College off Business. He is definitely employed in fund-raising and you will alumni facts within one another Dartmouth and Tuck.
Dave Delfino, CFP®, CAP®
Dave thinks you to by keeping a self-disciplined method to an intensive economic plan, website subscribers feel the higher likelihood for successfully interacting with its individual and economic requirements. He brings complete financial think and financing advice to fund a beneficial wide selection of subjects. His passion for objective situated spending and you can economic thought try exemplified by the their dedication to are students of the change. He holds a keen MS during the Fund that have a focus in economic believed about Western School. He could be an authorized Financial Planner™ and you can good Chartered Coach when you look at the Philanthropy®. The guy along with retains the newest Collection 66 ties license including the state of Connecticut Life insurance coverage and you can Changeable Deals Certificates. The guy registered Essex Monetary immediately following ten years of offering subscribers from most beautiful Sumy women inside the the personal Consumer Classification at the Fidelity Financial investments.
Dave lifestyle together with wife Jennifer & a couple boys inside Lime, Connecticut. Within their free-time they benefit from the outdoors when you find yourself skiing, cycling, walking, golfing and edibles at seashore. With a love of vintage cars, they have invested countless hours together with his dad repairing all of them in the his dad’s driveway
David C. Donaldson, Jr. CRPC®
David’s community regarding financial support world covers over thirty years also both federal brokerage businesses and financial broker systems. The guy preserves their 65 bonds permit, finished off SUNY Purchase, Ny and has an enthusiastic MBA for the money of Fordham School, New york. David already functions as the new President of Farmington Lake Watershed Association, a non-earnings business. He was a nationwide rated program tennis pro as well as have keeps angling, golf and snowboarding, plus composing and undertaking tunes.
Sean Flynn, CCPS®
Sean try a monetary Coach which have Essex Financials’ Southport, Connecticut workplace. Along with ten years of expertise in the business, Sean gets his customers the unique facts needed to connection the brand new pit ranging from its total economic plan together with model of their capital portfolio. A good investment beliefs seriously grounded on academia has got the construction to own developing efficient and diversified portfolios predicated on buyer’s individual and financial goals and objectives.
Ahead of joining Essex Monetary, Sean did since a financial Advisor during the Apella Financing, a keen RIA when you look at the CT. Prior to Apella Mr. Flynn spent some time working during the Merrill Lynch just like the a financial Mentor from inside the Manhattan, Nyc. A great Fairfield School graduate, the guy retains a b.S. education for the fund regarding Dolan University out-of Providers. He could be and additionally an authorized College or university Thought Pros (CCPS) through the National Institute regarding Official School Coordinators.