We’ve and founded several ideal-journey advisers that continues to build inside the a wise and you can counted trends. In this way, Essex Financial advisers is provided to provide the amounts of wedding and you will possibilities our very own website subscribers started to anticipate and cost.
Stephen W. Bates
Steve features over 30 years of expertise on economic consultative and you can money management team, and entered Essex Monetary within the 2008. Their practice is made up mostly at the office with high online worthy of website subscribers to make certain that its investment and money requires as well as riches transfer expectations are efficiently incorporated and are also becoming satisfied. He also works closely with many regional maybe not-for-funds communities, and you can provides his own personal experience to sustain, with in past times served while the Couch of your own Loans and Financing Committee of an excellent $20 million base.
Steve gotten their student away from Dartmouth College and you can, after helping once the an excellent naval officer on board destroyers on Pacific, gone back to Dartmouth to make a keen MBA of Dartmouth’s Put College out-of Team. They are actively working in fund raising and alumni products in the both Dartmouth and you may Tuck.
Dave Delfino, CFP®, CAP®
Dave believes one to by keeping a disciplined method of an extensive economic package, readers feel the large likelihood to possess effortlessly getting together with their personal and you can economic specifications. He brings comprehensive financial believe and you can funding guidance to cover a beneficial wide array of topics. His love of goal founded spending and you will monetary think is actually exemplified by the his commitment to becoming a student of your own change. The guy holds a keen MS for the Finance which have an attention in the economic believed from the Western School. He’s a certified Monetary Coordinator™ and you may good Chartered Mentor inside Philanthropy®. The guy and keeps the latest Show 66 ties license along with the condition of Connecticut Life insurance and Changeable Deals Licenses. He registered Essex Financial after a decade off offering customers when you look at the the personal Consumer Category at the Fidelity Expenditures.
Dave lifetime together with wife Jennifer & a few boys inside the Orange, Connecticut. In their free time it gain benefit from the outside whenever you are skiing, cycling, walking, playing golf and you will ingredients at the coastline. Having a passion for classic vehicles, he has got invested hours and hours together with his dad restoring them from inside the his father’s garage
David C. Donaldson, Jr. CRPC®
David’s industry from the investment globe covers over three decades plus each other national brokerage firms and lender broker programs. The guy preserves his 65 securities permit, finished away from SUNY Get, Ny and contains an MBA into the money out-of Fordham College or university, New york. David currently functions as the fresh new Chairman of your Farmington River Watershed Organization, a low-profit business. He was a nationally ranked program tennis member and get has actually fishing, tennis and you will snowboarding, plus writing and starting audio.
Sean Flynn, CCPS®
Sean is actually a financial Mentor that have Essex Financials’ Southport, Connecticut workplace. Along with a decade of expertise in the industry, Sean brings his clients the unique wisdom needed to bridge brand new pit ranging from the total economic plan plus the design of the money collection. A financial investment values profoundly grounded on academia has got the design to have developing efficient and you will varied profiles based on consumer’s private and you can economic goals and objectives.
In advance of joining Essex Financial, Sean spent some time working as a monetary Advisor at the Apella Capital, an RIA inside the CT. Before Apella Mr. Flynn did during the Merrill Lynch because the a monetary Advisor from inside the New york, New york. An excellent Fairfield School graduate, he holds a-b.S. knowledge within the funds in the Dolan School out-of Providers. He’s and additionally an authorized School Believed Gurus (CCPS) through the National Institute from Official College or university Planners.