We’ve got together with founded a team of most useful-journey advisors one to continues to grow for the a prudent and counted trend. In this way, Essex Economic advisors is actually furnished to provide the degrees of involvement and you can options our members come to anticipate and cost.
Stephen W. Bates
Steve has more than thirty years of experience on the monetary advisory and wealth management company, and you may entered Essex Financial inside the 2008. Their behavior consists mostly of working with a high web value members in order for the financing and you can earnings specifications together with money import expectations was efficiently incorporated as they are being came across. The guy including deals with numerous regional not-for-money organizations, and brings his personal personal expertise to help you bear, which have in past times served since the Sofa of one’s Funds and you can Funding Committee regarding a $20 billion base.
Steve obtained his student off Dartmouth College and, immediately after helping as an excellent naval administrator agreeable destroyers regarding Pacific, gone back to Dartmouth to earn a keen MBA out-of Dartmouth’s Put College out-of Company. He’s actively working in fund raising and alumni things at one another Dartmouth and you may Put.
Dave Delfino, CFP®, CAP®
Dave believes one from the keeping a self-disciplined method of a thorough monetary plan, subscribers feel the highest probability to have effortlessly reaching the private and you can economic requirements. He brings full monetary thought and you can money guidance to fund good wide array of topics. His passion for purpose based using and you will monetary think was exemplified because of the their commitment to becoming a student of your change. He holds an MS for the Fund with a concentration within the monetary planning on Western School. He could be an official Economic Planner™ and a great Chartered Mentor from inside the Philanthropy®. The guy and retains the newest Collection 66 ties license including the condition of Connecticut Life insurance coverage and you may Variable Contracts Licenses. The guy registered Essex Financial immediately following a decade of providing subscribers in the the private Consumer Group from the Fidelity Investment.
Dave existence along with his partner Jennifer & a couple boys for the Lime, Connecticut. Within their free time it enjoy the external while you are skiing, bicycling, walking, playing golf and food at seashore. That have a love of vintage cars, he’s got spent countless hours together with his dad restoring all of them in their father’s driveway
David C. Donaldson, Jr Yunan kadД±n arД±yor. Amerikan erkekler iГ§in. CRPC®
David’s field on capital industry covers over thirty years and additionally both federal brokerage firms and you will financial broker programs. The guy holds their 65 bonds license, graduated of SUNY Purchase, Ny possesses an enthusiastic MBA when you look at the fund off Fordham University, Ny. David currently serves as the latest Chairman of one’s Farmington River Watershed Relationship, a non-profit organization. He was a nationwide rated system tennis athlete and possess provides fishing, golf and skiing, also composing and you will performing music.
Sean Flynn, CCPS®
Sean is a monetary Mentor with Essex Financials’ Southport, Connecticut workplace. With more than a decade of expertise in the industry, Sean provides his customers the unique understanding had a need to connection this new gap ranging from its complete monetary plan therefore the style of their money profile. An investment values deeply rooted in academia has the construction having building productive and you can diversified portfolios according to consumer’s individual and you will financial objectives and goals.
Prior to signing up for Essex Financial, Sean spent some time working because an economic Mentor on Apella Investment, an enthusiastic RIA inside the CT. In advance of Apella Mr. Flynn did at Merrill Lynch given that an economic Mentor into the Manhattan, Nyc. A great Fairfield School scholar, the guy retains a-b.S. knowledge inside the finance throughout the Dolan College away from Organization. He’s together with a certified College or university Planning Specialist (CCPS) through the National Institute from Specialized College or university Coordinators.
