At the start, Essex Monetary provides knew the significance of individual telecommunications within our performs

We’ve and additionally mainly based a team of best-journey advisors you to definitely continues to expand for the a prudent and you may mentioned styles. Along these lines, Essex Monetary advisors are provided to offer the quantities of involvement and you will options all of our readers arrived at expect and cost.

Stephen W. Bates

Steve have more 3 decades of expertise regarding the monetary consultative and you may wide range administration organization, and you will registered Essex Economic within the 2008. Their routine consists mostly at the office with a high websites worth customers to make sure that the financing and you will earnings wants as well as riches import expectations is effortlessly incorporated and are usually becoming met. He along with works closely with many regional maybe not-for-earnings groups, and you can brings his own personal expertise so you’re able to incur, having in past times supported since Sofa of the Financing and you can Financial support Committee from a good $20 billion basis.

Steve gotten his student regarding Dartmouth University and you may, shortly after helping because the a naval officer onboard destroyers about Pacific, returned to Dartmouth to earn a keen MBA away from Dartmouth’s Tuck College or university regarding Organization. He could be earnestly employed in fund raising and alumni facts in the each other Dartmouth and you will Tuck.

Dave Delfino, CFP®, CAP®

Dave thinks one to from the maintaining a self-disciplined approach to a comprehensive monetary bundle, customers feel the large opportunities to own efficiently reaching their private and financial requires. The guy brings comprehensive monetary planning and you may investment pointers to pay for good wide array of information. His passion for mission established paying and you will monetary thought are exemplified by the his commitment to are students of one’s trading. He holds a keen MS during the Fund with an amount when you look at the economic think in the Western University. They are a certified Monetary Planner™ and a great Chartered Advisor inside Philanthropy®. He also retains the Show 66 bonds permit along with the condition of Connecticut Life insurance and you can Changeable Agreements Certificates. The guy inserted Essex Economic just after 10 years regarding helping website subscribers in the personal Consumer Category within Fidelity Expenditures.

Dave lifestyle along with his spouse Jennifer & a few boys inside the Lime, Connecticut. Within spare time they take advantage of the outside when you find yourself skiing, cycling, hiking, golfing and you can meals at beach. Which have a love of antique vehicles, they have spent countless hours together with his dad repairing them from inside the his father’s garage

David C. Donaldson, Jr. CRPC®

David’s occupation about capital world covers more thirty years and additionally both federal broker organizations and you may bank broker platforms. He keeps their 65 bonds permit, finished regarding SUNY Get, New york possesses an enthusiastic MBA from inside the fund from Fordham College or university, Ny hayati baДџlantД±. David currently serves as the fresh Chairman of the Farmington Lake Watershed Relationship, a non-earnings business. He was a nationally ranked program golf player as well as have provides fishing, golf and you may skiing, along with creating and you can starting music.

Sean Flynn, CCPS®

Sean is actually a financial Advisor with Essex Financials’ Southport, Connecticut work environment. Along with 10 years of experience on the market, Sean brings his customers the initial facts necessary to connection the new gap between the overall financial bundle plus the style of its financing collection. An investment opinions seriously grounded on academia contains the build to own building productive and diversified portfolios considering buyer’s private and you will economic objectives and goals.

Just before joining Essex Financial, Sean has worked while the a financial Mentor in the Apella Capital, a keen RIA from inside the CT. Just before Apella Mr. Flynn did at Merrill Lynch since an economic Advisor into the Manhattan, New york. An effective Fairfield School graduate, he retains a b.S. training within the fund throughout the Dolan College or university out of Providers. He’s plus an official University Thought Gurus (CCPS) through the Federal Institute of Official College or university Planners.