We have and established a group of finest-journey advisers one continues to expand inside a sensible and mentioned trend. In this way, Essex Economic advisers is actually furnished to own degrees of involvement and you may assistance our very own customers reach assume and value.
Stephen W. Bates
Steve features more three decades of expertise from the economic consultative and riches management providers, and you can entered Essex Financial when you look at the 2008. His behavior comprise primarily at the job with high internet value website subscribers in order for their money and income desires together with wide range transfer expectations is actually effectively incorporated and are also getting found. The guy including deals with a great amount of regional not-for-funds organizations, and you may provides his or her own personal expertise so you’re able to happen, which have before offered due to the fact Settee of Finance and Resource Panel out-of a good $20 million foundation.
Steve obtained his undergraduate out of Dartmouth College and you will, immediately after offering while the an excellent naval manager agreeable destroyers on the Pacific, returned to Dartmouth to earn an enthusiastic MBA out of Dartmouth’s Put University away from Team. He is earnestly employed in fund-raising and alumni activities on each other Dartmouth and Put.
Dave Delfino, CFP®, CAP®
Dave thinks that because of the keeping a disciplined method to a comprehensive economic plan, members have the high opportunities getting effectively reaching the private and you will monetary goals. He will bring total monetary planning and you can investment suggestions to cover a great wide selection of subjects. His love of goal oriented purchasing and economic planning try exemplified by the his dedication to being students of trade. He holds a keen MS in Finance having a quantity when you look at the monetary believed on American College. He is a certified Monetary Planner™ and you may a beneficial Chartered Mentor for the Philanthropy®. The guy and additionally holds the Series 66 ties license as well as the condition of Connecticut Life insurance policies and Changeable Deals Licenses. He entered Essex Monetary after 10 years of offering readers in the personal Buyer Classification during the Fidelity Financial investments.
Dave life along with his spouse Jennifer & a couple of boys inside Orange, Connecticut. In their spare time it gain benefit from the outdoors while snowboarding, kissbrides.com/turkish-women/tire/ cycling, walking, playing golf and you may delicacies in the coastline. That have a passion for classic automobiles, he’s got spent hours and hours with his dad restoring them for the their dad’s garage
David C. Donaldson, Jr. CRPC®
David’s job on investment world covers over 3 decades and each other federal broker organizations and you may lender brokerage systems. He holds their 65 securities license, graduated regarding SUNY Buy, New york and has an MBA when you look at the finance regarding Fordham College or university, Ny. David currently functions as the fresh new Chairman of one’s Farmington River Watershed Connection, a low-cash team. He was a nationally ranked program golf member and just have have angling, golf and you can skiing, including creating and performing audio.
Sean Flynn, CCPS®
Sean are a financial Advisor that have Essex Financials’ Southport, Connecticut office. Along with ten years of expertise in the business, Sean brings their subscribers exclusive facts wanted to connection the latest gap between their full monetary package and the form of its financing profile. A good investment values seriously grounded on academia has the design getting creating productive and you may varied profiles according to consumer’s individual and you can financial goals and objectives.
Ahead of joining Essex Monetary, Sean worked while the a monetary Mentor at Apella Funding, an RIA within the CT. In advance of Apella Mr. Flynn did from the Merrill Lynch since a monetary Mentor for the Manhattan, Nyc. A beneficial Fairfield College or university scholar, the guy retains a-b.S. education in fund throughout the Dolan College or university out of Team. He’s along with an official School Considered Specialist (CCPS) from Federal Institute of Formal College Planners.