We’ve and additionally situated a group of top-flight advisers one continues to expand into the a wise and you may counted manner. Like this, Essex Monetary advisers is supplied to offer the degrees of engagement and you will possibilities our very own clients arrived at predict and cost.

Stephen W. Bates

Steve has actually over thirty years of expertise regarding monetary consultative and you can wealth government team, and you will entered Essex Economic during the 2008. His routine comprise mainly at your workplace with a high websites worth clients in order that the money and you will earnings specifications plus wide range import objectives are effectively provided and are getting fulfilled. The guy also works with loads of local maybe not-for-profit communities, and will bring their own personal expertise to incur, which have in earlier times served because the Sofa of your own Money and you can Money Committee from a beneficial $20 billion basis.

Steve acquired their undergraduate of Dartmouth College and, after providing just like the good naval officer aboard destroyers from the Pacific, gone back to Dartmouth to earn an enthusiastic MBA away from Dartmouth’s Put College or university out-of Company. He or she is positively doing work in fund-raising and alumni affairs in the one another Dartmouth and you may Tuck.

Dave Delfino, CFP®, CAP®

Dave believes one to by the keeping a self-disciplined way of an extensive economic bundle, subscribers have the high possibilities for effectively getting the private and you can monetary wants. He brings total monetary planning and you can financial support guidance to pay for an effective wide selection of topics. Their love of purpose dependent using and you will monetary planning is exemplified by the their dedication to getting students of one’s change. He keeps an enthusiastic MS inside Funds having a focus when you look at the monetary thought from the Western College. He’s an authorized Financial Planner™ and a beneficial Chartered Coach inside the Philanthropy®. He along with retains the newest Collection 66 bonds permit plus the condition of Connecticut Term life insurance and Adjustable Agreements Certificates. He joined Essex Financial just after a decade regarding providing customers during the the personal Consumer Classification on Fidelity Expenditures.

Dave existence together with his wife Jennifer & several boys within the Orange, Connecticut. Inside their sparetime they benefit from the outside when you find yourself snowboarding, bicycling, walking, golfing and you will dinners during the seashore. That have a passion for vintage automobiles, he has spent a lot of time together with father fixing all of them from inside the his father’s driveway

David C. Donaldson, Jr. CRPC®

David’s occupation on funding industry spans more than thirty years together with both federal brokerage enterprises and you may lender broker programs. The guy preserves his 65 ties permit, graduated from SUNY Get, Nyc and also an enthusiastic MBA into the financing away from Fordham College or university, New york. David already serves as this new President of one’s Farmington Lake Watershed Organization, a low-profit organization. He was a nationally ranked program tennis user and now have keeps angling, tennis and skiing, together with creating and you will performing musical.

Sean Flynn, CCPS®

Sean try a monetary Advisor that have Essex Financials’ Southport, Connecticut place of work. Along with a decade of expertise in the market, Sean gets his members exclusive skills must bridge the brand new pit ranging from the overall monetary package and design of their capital profile. An investment opinions seriously grounded on academia has the structure having design effective and you will diversified profiles predicated on consumer’s individual and you may monetary objectives and goals.

In advance of joining Essex Financial, Sean has worked since the a monetary Advisor during the Apella Capital, an enthusiastic RIA from inside the CT. Before Apella Mr. Flynn spent some time working at the Merrill Lynch as the an economic Mentor victoriahearts app during the New york, Nyc. A great Fairfield University scholar, the guy retains a-b.S. degree when you look at the loans regarding the Dolan College or university of Team. They are together with a certified College Thought Professionals (CCPS) from National Institute off Formal College Planners.