At the start, Essex Monetary keeps know the necessity of peoples telecommunications in our performs
We’ve along with created a small grouping of greatest-airline advisors you to definitely continues to build in the a sensible and you will counted trends. Similar to this, Essex Economic advisers is actually furnished to provide the levels of involvement and you will expertise our very own clients arrive at predict and value.
Stephen W. Bates
Steve have more thirty years of expertise in the financial advisory and you will wealth management organization, and you can entered Essex Financial for the 2008. Their habit comprise generally at your workplace with high online well worth website subscribers to make certain that their resource and you may money requires and wide range transfer expectations try efficiently included and tend to be are found. He and deals with a great amount of local maybe not-for-money organizations, and provides his very own personal expertise in order to incur, which have prior to now served due to the fact Chair of your own Fund and you may Money Panel from see web site a $20 billion foundation.
Steve acquired his undergraduate of Dartmouth University and you can, just after serving once the a beneficial naval administrator on-board destroyers from the Pacific, returned to Dartmouth to make a keen MBA out-of Dartmouth’s Tuck College away from Team. He or she is earnestly doing work in fund-raising and you can alumni products during the both Dartmouth and you can Put.
Dave Delfino, CFP®, CAP®
Dave thinks one to by the maintaining a disciplined approach to a thorough monetary plan, readers feel the highest opportunities to possess effectively getting the private and you will economic specifications. He will bring total monetary planning and you can financial support information to cover a beneficial wide selection of subject areas. His passion for objective founded expenses and you will financial think try exemplified from the their commitment to being students of your change. The guy keeps an MS inside Money having a quantity during the monetary believe throughout the American College or university. He’s an authorized Monetary Coordinator™ and you can a good Chartered Mentor into the Philanthropy®. He as well as holds the newest Show 66 ties licenses in addition to the state of Connecticut Coverage and you can Adjustable Agreements Certificates. The guy entered Essex Financial after 10 years out-of providing customers from inside the the private Client Classification at the Fidelity Investments.
Dave lifestyle along with his wife Jennifer & a few boys in Tangerine, Connecticut. Inside their sparetime it benefit from the outdoors while skiing, bicycling, hiking, playing golf and products on seashore. With a passion for classic cars, they have invested hours and hours together with dad restoring all of them inside his father’s garage
David C. Donaldson, Jr. CRPC®
David’s career throughout the capital globe covers more than 30 years including both federal broker providers and financial broker networks. He maintains their 65 ties license, finished out-of SUNY Get, New york features an enthusiastic MBA inside funds from Fordham College or university, New york. David already serves as the brand new President of one’s Farmington Lake Watershed Organization, a non-profit company. He had been a nationwide ranked system tennis player while having has actually fishing, tennis and you may skiing, plus composing and starting music.
Sean Flynn, CCPS®
Sean are a monetary Advisor having Essex Financials’ Southport, Connecticut work environment. With well over a decade of expertise on the market, Sean gets his clients exclusive understanding must link brand new pit anywhere between the overall financial bundle additionally the model of the resource profile. An investment viewpoints seriously rooted in academia gets the construction having creating efficient and you can varied profiles based on customer’s personal and you will financial goals and objectives.
Just before joining Essex Monetary, Sean has worked due to the fact a financial Mentor on Apella Resource, an enthusiastic RIA inside CT. In advance of Apella Mr. Flynn has worked at the Merrill Lynch because the a financial Mentor in New york, New york. A great Fairfield School scholar, he holds a-b.S. knowledge during the loans in the Dolan University out of Team. He could be and a certified School Believe Specialists (CCPS) through the National Institute away from Certified College or university Coordinators.