We’ve got in addition to situated a team of most readily useful-journey advisers you to definitely continues to build when you look at the a prudent and you will mentioned trend. Similar to this, Essex Financial advisers is provided to own levels of engagement and you will systems our members arrived at assume and value.
Stephen W. Bates
Steve enjoys more than 3 decades of experience from the economic consultative and you can wide range management providers, and you will entered Essex Monetary inside 2008. His habit consists mainly working with a high net worth clients to make certain that its funding and you will earnings requires plus wide range import expectations is effectively included and therefore are becoming met. The guy also works together with an abundance of regional not-for-money teams, and brings his own personal experience to incur, having previously offered because Sofa of your Financing and you will Capital Committee out of a beneficial $20 mil base.
Steve acquired their undergraduate out of Dartmouth University and you can, after providing once the good naval manager onboard destroyers on the Pacific, gone back to Dartmouth to earn a keen MBA off Dartmouth’s Tuck School from Business. They are earnestly employed in fund-raising and you will alumni situations during the each other Dartmouth and you can Tuck.
Dave Delfino, CFP®, CAP®
Dave thinks you to from the maintaining a self-disciplined method of a thorough economic package, subscribers feel the higher likelihood getting efficiently getting together with the private and you will economic requires. He provides total monetary thought and you will funding suggestions to cover good wide selection of information. His love of goal situated using and you will monetary planning is exemplified from the his commitment to becoming a student of https://getbride.org/uruguay-naiset/ your own change. He keeps an enthusiastic MS into the Funds having an amount inside the monetary thought about Western University. They are an official Economic Planner™ and you may good Chartered Mentor when you look at the Philanthropy®. He and retains new Show 66 ties licenses including the state of Connecticut Term life insurance and Varying Deals Licenses. The guy entered Essex Monetary immediately following 10 years off helping readers for the the private Buyer Group in the Fidelity Expenditures.
Dave lifestyle together with wife Jennifer & a couple of boys inside the Lime, Connecticut. Within sparetime it benefit from the outside while you are snowboarding, cycling, hiking, golfing and dinners at the coastline. Which have a love of classic autos, he has invested a lot of time along with his father restoring them when you look at the his dad’s driveway
David C. Donaldson, Jr. CRPC®
David’s profession regarding investment globe spans over 3 decades and both national brokerage agencies and financial broker programs. He maintains his 65 ties permit, graduated from SUNY Purchase, Ny and also a keen MBA when you look at the finance out-of Fordham College, New york. David currently serves as the President of the Farmington River Watershed Connection, a low-funds company. He had been a nationwide rated platform tennis member and also features fishing, golf and snowboarding, including creating and you will doing musical.
Sean Flynn, CCPS®
Sean are a monetary Advisor that have Essex Financials’ Southport, Connecticut work environment. Along with a decade of expertise in the market, Sean brings their website subscribers exclusive knowledge had a need to bridge the brand new gap between its overall monetary bundle and also the form of the financial support portfolio. An investment philosophy deeply grounded on academia gets the framework getting developing successful and you can varied portfolios based on client’s individual and you can financial goals and objectives.
Just before joining Essex Monetary, Sean spent some time working due to the fact a financial Advisor on Apella Capital, an enthusiastic RIA during the CT. Ahead of Apella Mr. Flynn did in the Merrill Lynch given that a monetary Advisor into the New york, Nyc. A Fairfield College or university graduate, he retains a b.S. degree during the finance about Dolan School away from Company. He’s along with an official College or university Planning Experts (CCPS) from the National Institute of Specialized College or university Planners.