We now have along with created a group of greatest-journey advisers that continues to expand when you look at the a sensible and you can measured manner. Along these lines, Essex Economic advisers was provided to offer the levels of engagement and you can options all of our customers started to anticipate and cost.
Stephen W. Bates
Steve keeps more than three decades of expertise throughout the monetary consultative and you may riches government company, and you can inserted Essex Financial within the 2008. His behavior is made up mainly in the office with high websites really worth readers with the intention that its financing and you may money requires together with riches transfer objectives are effectively incorporated and tend to be getting fulfilled. He plus deals with plenty of local not-for-finances communities, and you can will bring his or her own personal expertise so you’re able to happen, having prior to now supported as Chair of your own Money and Capital Panel from a $20 million basis.
Steve gotten their undergraduate off Dartmouth University and, immediately after offering once the a naval officer agreeable destroyers regarding the Pacific, returned to Dartmouth to make an MBA from Dartmouth’s Put School from Company. They are definitely employed in fund-raising and alumni situations from the both Dartmouth and you will Put.
Dave Delfino, CFP®, CAP®
Dave thinks you to by the maintaining a disciplined method of an extensive monetary package, customers feel the highest opportunities having successfully getting their personal and economic requires. The guy provides full financial believe and you can financial support advice to pay for a beneficial wide array of subject areas. Their passion for goal established using and you will economic considered try exemplified from the their dedication to being a student of your change. He holds a keen MS within the Funds that have a focus in the economic considered regarding Western University. They are an official Economic Planner™ and you can an effective Chartered Advisor from inside svensk jente med ekteskap the Philanthropy®. He including keeps the newest Series 66 bonds permit and the condition of Connecticut Life insurance coverage and you may Adjustable Agreements Certificates. The guy registered Essex Economic immediately following 10 years of offering website subscribers inside the the non-public Client Classification at Fidelity Investment.
Dave lifetime along with his spouse Jennifer & a couple of boys in the Lime, Connecticut. Inside their sparetime it gain benefit from the external when you are snowboarding, cycling, hiking, playing golf and you can dishes in the beach. That have a passion for antique cars, he’s spent countless hours with his dad repairing all of them for the his dad’s garage
David C. Donaldson, Jr. CRPC®
David’s profession in the financial support business spans over three decades plus one another federal brokerage providers and you may financial brokerage programs. The guy keeps their 65 ties permit, finished regarding SUNY Purchase, Ny and it has a keen MBA within the loans out-of Fordham College, Ny. David currently functions as brand new Chairman of your Farmington River Watershed Association, a low-finances company. He was a nationwide ranked program tennis player and possess enjoys fishing, golf and snowboarding, together with composing and you will undertaking songs.
Sean Flynn, CCPS®
Sean was a financial Coach having Essex Financials’ Southport, Connecticut place of work. With more than a decade of experience in the business, Sean brings his clients the initial expertise needed seriously to connection the fresh pit anywhere between their total economic package together with type of the funding collection. An investment values seriously grounded on academia gets the structure to have design efficient and you will varied profiles predicated on client’s private and you can financial objectives and goals.
Ahead of signing up for Essex Financial, Sean worked because the a financial Coach on Apella Financing, an enthusiastic RIA when you look at the CT. Prior to Apella Mr. Flynn did within Merrill Lynch while the a financial Coach in Manhattan, Ny. A great Fairfield College or university graduate, the guy keeps a-b.S. studies during the loans on Dolan University out-of Team. He could be along with a certified College or university Believed Experts (CCPS) through the Federal Institute of Specialized University Coordinators.