We and dependent a small grouping of best-trip advisors one continues to develop in a wise and you may counted fashion. Like this, Essex Economic advisers is supplied to own quantities of involvement and you can solutions the clients started to predict and value.
Stephen W. Bates
Steve features more than 3 decades of experience on monetary advisory and you can wealth government team, and you will registered Essex Monetary within the 2008. His habit consists primarily in the office with a high online worthy of customers so as that the capital and you will earnings specifications and additionally wide range import objectives was efficiently integrated as they are becoming fulfilled. He in addition to works with a lot of local maybe not-for-cash teams, and brings their own personal expertise in order to incur, having prior to now offered because Couch of your Finance and Money Committee out-of good $20 million foundation.
Steve received their undergraduate away from Dartmouth School and you can, just after offering since a naval manager on-board destroyers regarding Pacific, gone back to Dartmouth to earn an MBA of Dartmouth’s buraya bak Tuck College or university out of Team. He’s definitely doing work in fund-raising and you will alumni issues from the both Dartmouth and Tuck.
Dave Delfino, CFP®, CAP®
Dave thinks one by the maintaining a disciplined approach to an extensive financial bundle, readers feel the high chances getting effectively getting its individual and you will monetary specifications. He will bring total monetary thought and you can resource advice to fund a good wide array of subject areas. His love of objective depending investing and you will monetary think is actually exemplified by his commitment to are students of your own change. The guy keeps an MS during the Finance which have a quantity during the monetary thought on the American College. They are an official Monetary Coordinator™ and you may an effective Chartered Mentor from inside the Philanthropy®. The guy and additionally holds the fresh new Series 66 ties licenses also the condition of Connecticut Coverage and you will Changeable Agreements Licenses. The guy entered Essex Financial once a decade of providing readers inside the the personal Customer Classification in the Fidelity Financial investments.
Dave existence together with partner Jennifer & several boys when you look at the Lime, Connecticut. In their free time they gain benefit from the outdoors if you’re skiing, bicycling, hiking, playing golf and you may snacks within coastline. With a passion for vintage trucks, he has got spent hours and hours with his father restoring them during the his father’s driveway
David C. Donaldson, Jr. CRPC®
David’s job from the investment community covers over 3 decades in addition to one another national broker firms and you will financial broker programs. The guy preserves his 65 bonds licenses, finished of SUNY Buy, Nyc and has now an MBA during the funds of Fordham College or university, Ny. David already functions as brand new President of one’s Farmington Lake Watershed Association, a low-earnings business. He had been a nationally rated system golf user and then have have angling, tennis and skiing, together with writing and performing audio.
Sean Flynn, CCPS®
Sean is a financial Mentor with Essex Financials’ Southport, Connecticut work environment. With over ten years of expertise in the market, Sean gives their members the initial facts must connection this new gap anywhere between its complete financial bundle in addition to design of their resource collection. A financial investment philosophy seriously rooted in academia has the structure to have constructing successful and varied portfolios centered on consumer’s personal and you can monetary goals and objectives.
Before signing up for Essex Financial, Sean has worked given that an economic Advisor in the Apella Financial support, an RIA in CT. Just before Apella Mr. Flynn has worked during the Merrill Lynch since the an economic Coach when you look at the Manhattan, Nyc. A good Fairfield College or university scholar, he keeps a-b.S. studies when you look at the fund about Dolan College away from Company. He’s and an authorized School Think Pros (CCPS) from the Federal Institute regarding Authoritative College Coordinators.
