In the beginning, Essex Economic has realized the importance of individual communications within our work

We have along with created a team of top-airline advisers that will continue to develop from inside the a prudent and you will mentioned fashion. In this way, Essex Economic advisors are supplied to provide the levels of engagement and you will possibilities our subscribers started to expect and cost.

Stephen W. Bates

Steve enjoys more than 3 decades of experience on economic advisory and you may money government organization, and you can joined Essex Financial during the 2008. His habit comprise mainly where you work with a high online well worth clients to make sure that its financial support and you may income requires in addition to wealth import expectations was efficiently incorporated and so are being satisfied. He and additionally works with plenty of regional maybe not-for-finances groups, and will bring his personal personal experience so you’re able to sustain, which have in earlier times served since the Sofa of your own Money and Investment Committee away from an excellent $20 billion foundation.

Steve gotten his undergraduate out-of Dartmouth School and you may, immediately after offering since good naval administrator on-board destroyers in the Pacific, gone back to Dartmouth to make a keen MBA regarding Dartmouth’s Put College or university off Providers. He is actively working in fund-raising and you will alumni affairs during the one another Dartmouth and you can Put.

Dave Delfino, CFP®, CAP®

Dave believes you to by maintaining a self-disciplined approach to an extensive monetary package, clients have the higher possibilities to have efficiently getting their personal and you can financial desires. He provides complete financial believed and funding guidance to fund a beneficial wide variety of subjects. Their love of purpose established investing and monetary believe is exemplified by the his commitment to are students of change. The guy holds a keen MS inside Funds that have a quantity in the economic planning regarding the Western School. He could be an authorized Economic Planner™ and a Chartered Advisor in Philanthropy®. The guy in addition to retains the fresh Series 66 bonds licenses also the condition of Connecticut Term life insurance and you will Adjustable Deals Licenses. The guy registered Essex Monetary once a decade away from providing readers in the private Consumer Class at Fidelity Expenditures.

Dave existence along with his wife Jennifer & two boys inside the Tangerine, Connecticut. In their time they benefit from the external if you’re snowboarding, bicycling, hiking, playing golf and dishes on beach. With a passion for antique cars, they have spent hours and hours with his father restoring all of them when you look at the their dad’s driveway

David C. Donaldson, Jr. CRPC®

David’s community from the financing industry covers over 3 decades and both federal broker firms and you may bank brokerage programs. He holds his 65 bonds permit, graduated regarding SUNY Get, Nyc features an MBA in the funds away from Fordham School, Ny. David currently functions as the fresh new Chairman of your own Farmington Lake Watershed Association, a low-profit team. He had been a nationally ranked platform golf player and possess have fishing, tennis and you can snowboarding, and additionally writing and you may creating musical.

Sean Flynn, CCPS®

Sean is an economic Advisor which have Essex Financials’ Southport, Connecticut office. With more than 10 years of expertise in the business, Sean gets their readers exclusive understanding necessary to connection brand new pit between their complete monetary plan additionally the type of the financial support portfolio. A financial investment opinions profoundly rooted in academia has the framework getting constructing efficient and you will varied profiles considering client’s personal and you will monetary objectives and goals.

Ahead of joining Essex Monetary, Sean did once https://getbride.org/tr/iskoc-gelinler/ the a financial Advisor at the Apella Financing, an enthusiastic RIA for the CT. Prior to Apella Mr. Flynn has worked during the Merrill Lynch due to the fact a financial Mentor within the Manhattan, Ny. An effective Fairfield College graduate, the guy keeps a-b.S. knowledge in the finance from the Dolan College or university of Company. He could be as well as a certified College or university Planning Specialist (CCPS) from the Federal Institute out-of Authoritative School Coordinators.