We now have plus established a small grouping of better-journey advisers one to will continue to develop into the a sensible and counted fashion. Along these lines, Essex Economic advisers is furnished to offer the degrees of involvement and you will assistance all of our subscribers started to assume and cost.
Stephen W. Bates
Steve has over thirty years of expertise regarding monetary advisory and you may wide range management business, and you will entered Essex Monetary within the 2008. His habit consists mostly in the office with a high web value website subscribers to make sure that their financing and you can money desires including riches transfer expectations try effortlessly incorporated and they are becoming fulfilled. The guy including works closely with a good amount of local maybe not-for-funds teams, and you can brings his or her own personal expertise to help you bear, which have in past times supported as Couch of your Money and Financial support Committee out-of a beneficial $20 billion foundation.
Steve obtained his student out-of Dartmouth School and you can, once serving just like the an effective naval administrator agreeable destroyers in the Pacific, gone back to Dartmouth to make a keen MBA out of Dartmouth’s Put University out of Team. They are earnestly employed in fund raising and you will alumni situations on both Dartmouth and you will Put.
Dave Delfino, CFP®, CAP®
Dave believes you to definitely because of the keeping a self-disciplined method of an intensive financial package, website subscribers feel the large chances to possess efficiently getting together with its private and you may financial needs. He brings total economic planning and you will capital guidance to cover a wide selection of subjects. His passion for mission created spending and you will monetary planning try exemplified of the his dedication to being students of one’s trading. The guy retains a keen MS in the Finance with an amount from inside the monetary thought in the American University. They are a certified Economic Coordinator™ and you can a beneficial Chartered Advisor inside the Philanthropy®. The guy also keeps new Show 66 ties license in addition to the condition of Connecticut Life insurance coverage and you may Variable Deals Certificates. He joined Essex Economic just after 10 years out-of helping subscribers when you look at the the personal Customer Classification at Fidelity Opportunities.
Dave lifestyle along with his wife Jennifer & a couple boys during the Lime, Connecticut. Within their sparetime it enjoy the external when you are skiing, bicycling, hiking, golfing and you may dinners in the beach. With a passion for classic trucks, he’s invested hours and hours together with dad fixing all of them within the their father’s garage
David C. Donaldson, Jr. CRPC®
David’s community in the capital industry spans over three decades and each other national broker organizations and you can bank brokerage systems. The guy holds their 65 securities licenses, graduated out of SUNY Get, Ny and also an MBA for the funds regarding Fordham College or university, New york bu siteyi Г§ek. David already functions as new Chairman of Farmington Lake Watershed Association, a non-cash providers. He was a nationally ranked program tennis athlete and just have provides angling, tennis and you will skiing, and additionally creating and you can starting music.
Sean Flynn, CCPS®
Sean is actually a financial Advisor which have Essex Financials’ Southport, Connecticut office. Along with 10 years of expertise in the market, Sean provides his clients exclusive information necessary to link brand new gap anywhere between its overall financial package therefore the design of the money collection. An investment viewpoints significantly grounded on academia has the design having design productive and you will diversified portfolios according to client’s individual and you will economic objectives and goals.
Prior to signing up for Essex Monetary, Sean spent some time working just like the a monetary Coach on Apella Financial support, a keen RIA from inside the CT. Before Apella Mr. Flynn worked during the Merrill Lynch once the an economic Advisor inside Manhattan, Nyc. A Fairfield College graduate, the guy retains a-b.S. studies for the funds about Dolan College or university out of Company. They are including an official College Think Specialist (CCPS) from the Federal Institute from Certified School Planners.