We’ve as well as mainly based several better-journey advisers you to continues to build in a prudent and you will counted styles. Like this, Essex Monetary advisors was furnished to provide the degrees of engagement and expertise our very own customers reach assume and cost.

Stephen W. Bates

Steve provides more than thirty years of expertise from the economic consultative and you can money management business, and you may registered Essex Financial for the 2008. His behavior consists generally at work with a high internet well worth subscribers to ensure the financial support and you can earnings wants in addition to wide range import objectives are efficiently incorporated and tend to be are fulfilled. He plus deals with an abundance of local not-for-earnings communities, and you will brings his or her own personal experience to help you sustain, that have in the past offered as Settee of the Money and Money Committee out of a $20 million foundation.

Steve acquired his student off Dartmouth College or university and you may, shortly after serving while the an excellent naval administrator on-board destroyers about Pacific, returned to Dartmouth to make a keen MBA regarding Dartmouth’s Tuck College or university of Business. He or she is definitely employed in fund raising and you will alumni affairs at each other Dartmouth and you may Tuck.

Dave Delfino, CFP®, CAP®

Dave thinks you to by keeping a disciplined method of an extensive monetary plan, subscribers feel the highest chances to possess efficiently reaching their personal and you will economic goals. He provides comprehensive monetary planning and you will capital pointers to fund a good wide variety of subject areas. His passion for purpose centered expenses and you may monetary believe try exemplified from the his commitment to are students of one’s change. The guy holds an enthusiastic MS in Finance which have a focus inside the monetary considered regarding American College. They are an authorized Monetary Planner™ and you can a good Chartered Mentor in Philanthropy®. He and additionally retains the latest Collection 66 ties permit together with the condition of Connecticut Life insurance and Changeable Contracts Licenses. He inserted Essex Economic once a decade off offering clients within the the non-public Visitors Group at Fidelity Assets.

Dave lifetime together with his partner Jennifer & a couple of boys into the Tangerine, Connecticut. Within their leisure time they benefit from the external when you are snowboarding, cycling, walking, the game of golf and you may dinners on seashore. With a love of classic automobiles, he’s invested hours and hours along with his father fixing all of them into the their dad’s driveway

David C. Donaldson, Jr. CRPC®

David’s occupation regarding money community spans more than 30 years including each other federal broker providers and lender broker systems. He preserves his 65 securities license, finished out-of SUNY Purchase, Nyc features an MBA from inside the fund of Fordham University, New york. David currently functions as brand new Chairman of your Farmington River Watershed Connection, a low-profit organization. He was a nationwide rated platform tennis user and also features fishing, tennis and you may skiing, as well as composing and you may performing sounds.

Sean Flynn, CCPS®

Sean try a monetary Coach which have Essex Financials‘ Southport, Connecticut work environment. With over 10 years of experience in the market, Sean offers their subscribers the unique understanding needed to bridge the fresh new pit between the complete monetary bundle together with model of its financial support collection. A good investment opinions profoundly rooted in academia comes with the framework to have building successful and you can varied portfolios based on consumer’s individual and monetary goals and objectives ukrainianbrides4you iletiЕџim numarasД±.

Prior to joining Essex Economic, Sean has worked due to the fact a financial Coach from the Apella Resource, an enthusiastic RIA inside CT. Before Apella Mr. Flynn spent some time working at Merrill Lynch while the a monetary Advisor in Manhattan, Ny. A good Fairfield School graduate, the guy keeps a b.S. degree within the funds about Dolan College or university off Providers. He or she is also a certified College Considered Experts (CCPS) from Federal Institute of Certified College or university Coordinators.