We have as well as founded a group of ideal-flight advisers you to definitely continues to develop in the a sensible and you will measured manner. Along these lines, Essex Economic advisers are supplied to provide the amounts of engagement and you can assistance our subscribers arrive at anticipate and cost.
Stephen W. Bates
Steve features over thirty years of expertise regarding the economic consultative and wealth management team, and you can joined Essex Financial during the 2008. His routine is made up mainly at your workplace with a high websites worth subscribers in order that the funding and income wants as well as money import expectations is actually effortlessly included and tend to be are came across. He plus works with a number of local maybe not-for-finances communities, and you may brings his very own personal expertise to happen, which have previously served since Settee of your own Money and you may Capital Panel off a great $20 million foundation.
Steve received their student out-of Dartmouth College or university and you may, immediately after providing as a good naval administrator up to speed destroyers on the Pacific, returned to Dartmouth to earn an enthusiastic MBA off Dartmouth’s Tuck College of Providers. He or she is definitely employed in fund-raising and you will alumni issues at both Dartmouth and you may Tuck.
Dave Delfino, CFP®, CAP®
Dave believes one by maintaining a self-disciplined way of an extensive financial plan, members feel the highest chances for successfully reaching their individual and you can financial requirements. The guy brings complete financial believed and you will funding advice to cover good wide variety of topics. Their love of goal dependent investing and you will monetary believe is actually exemplified from the his dedication to are a student of the trade. The guy keeps a keen MS from inside the Financing that have a quantity when you look at the monetary think on Western School. He is a certified Economic Planner™ and you may a Chartered Advisor in Philanthropy®. He as well as holds the brand new Series 66 securities permit in addition to the condition of Connecticut Life insurance coverage and Adjustable Agreements Permits. The guy seksi Arjantinli kadД±nlar joined Essex Financial shortly after 10 years of offering customers for the the private Buyer Category in the Fidelity Investments.
Dave existence with his spouse Jennifer & several boys for the Tangerine, Connecticut. Inside their time it take advantage of the outside when you’re skiing, cycling, walking, the game of golf and dishes in the seashore. With a love of vintage trucks, he has spent hours and hours together with dad fixing them in the their dad’s garage
David C. Donaldson, Jr. CRPC®
David’s career about financial support globe covers more 3 decades along with one another federal brokerage companies and you can bank brokerage programs. He preserves their 65 ties license, finished away from SUNY Pick, New york features an enthusiastic MBA inside the funds away from Fordham College or university, Ny. David already functions as this new Chairman of Farmington Lake Watershed Organization, a low-earnings providers. He had been a nationwide ranked platform tennis athlete and get possess angling, golf and you can snowboarding, plus creating and you may doing songs.
Sean Flynn, CCPS®
Sean are an economic Mentor with Essex Financials’ Southport, Connecticut workplace. With over 10 years of experience on the market, Sean offers his readers the initial expertise had a need to connection the fresh new gap ranging from the complete financial plan in addition to model of their financing profile. An investment beliefs significantly rooted in academia comes with the design having creating successful and you will varied portfolios according to customer’s personal and you can monetary objectives and goals.
Just before signing up for Essex Financial, Sean did while the a monetary Advisor at the Apella Investment, an enthusiastic RIA for the CT. Ahead of Apella Mr. Flynn spent some time working at Merrill Lynch once the a monetary Advisor for the New york, Ny. A beneficial Fairfield School scholar, the guy holds a b.S. education inside money on Dolan College out-of Providers. He is also a certified College or university Think Specialist (CCPS) from Federal Institute regarding Formal College or university Coordinators.