In the beginning, Essex Financial has actually know the importance of person telecommunications within functions

In the beginning, Essex Financial has actually know the importance of person telecommunications within functions

There is plus depending several greatest-journey advisers one will continue to expand in a sensible and you will measured fashion. Along these lines, Essex Financial advisers try provided to own quantities of wedding and genç asya karısı you will possibilities our members arrived at anticipate and value.

Stephen W. Bates

Steve has actually over thirty years of experience regarding the financial consultative and you can wealth government team, and you may registered Essex Monetary for the 2008. Their behavior comprise generally of working with a high internet really worth readers so that its resource and you can money needs plus money transfer objectives are effectively incorporated and so are are found. He also works together with numerous regional maybe not-for-earnings communities, and brings his personal personal experience in order to bear, with in earlier times supported just like the Couch of one’s Financing and you may Investment Committee from a great $20 million basis.

Steve obtained their undergraduate out of Dartmouth University and, immediately following providing given that good naval manager aboard destroyers in the Pacific, returned to Dartmouth to earn a keen MBA from Dartmouth’s Tuck University from Providers. They are earnestly doing work in fund raising and you may alumni facts during the one another Dartmouth and you can Put.

Dave Delfino, CFP®, CAP®

Dave believes one from the maintaining a self-disciplined method to an extensive economic plan, customers have the high chances for properly interacting with their personal and you can monetary needs. He provides full financial thought and you can resource guidance to cover an excellent wide variety of subject areas. His passion for goal situated paying and you will financial considered are exemplified by the their commitment to getting students of one’s change. He holds a keen MS inside Financing with an amount into the monetary believed throughout the American College. He is a certified Financial Planner™ and you may a good Chartered Mentor within the Philanthropy®. The guy as well as keeps brand new Collection 66 bonds permit and the state of Connecticut Insurance and you will Adjustable Contracts Certificates. He entered Essex Monetary after 10 years out of providing readers within the the non-public Consumer Class during the Fidelity Investment.

Dave lifestyle along with his spouse Jennifer & one or two boys in Lime, Connecticut. Within free time it enjoy the outdoors when you’re skiing, cycling, hiking, golfing and you may edibles at beach. That have a passion for classic automobiles, they have invested countless hours together with father repairing them in the their father’s driveway

David C. Donaldson, Jr. CRPC®

David’s job regarding the money globe covers over three decades and additionally one another federal brokerage agencies and you will bank brokerage platforms. The guy maintains his 65 ties licenses, graduated of SUNY Buy, New york and it has a keen MBA within the fund out-of Fordham University, Ny. David currently serves as this new President of your Farmington Lake Watershed Connection, a non-finances company. He had been a nationally rated system tennis athlete as well as have has angling, golf and you will skiing, including creating and carrying out songs.

Sean Flynn, CCPS®

Sean are a financial Coach with Essex Financials’ Southport, Connecticut place of work. With over 10 years of experience in the industry, Sean offers his subscribers the unique insights wanted to link new pit anywhere between the overall financial bundle while the style of its capital portfolio. An investment philosophy significantly rooted in academia provides the construction getting building successful and you will diversified portfolios predicated on buyer’s private and you can economic objectives and goals.

Ahead of joining Essex Financial, Sean did once the a monetary Advisor at Apella Financial support, an enthusiastic RIA in CT. Ahead of Apella Mr. Flynn did during the Merrill Lynch due to the fact an economic Advisor for the New york, Nyc. An excellent Fairfield University scholar, he retains a b.S. degree from inside the loans regarding Dolan College or university from Company. He is together with an authorized University Believe Gurus (CCPS) from Federal Institute out of Formal College or university Planners.