There is and mainly based a team of most useful-trip advisors one continues to build within the a wise and you can mentioned trends. Such as this, Essex Monetary advisors is actually provided to provide the levels of involvement and you may options our very own customers visited anticipate and cost.
Stephen W. Bates
Steve possess over 3 decades of expertise in the monetary advisory and you can money government business, and entered Essex Economic when you look at the 2008. His practice is made up mainly where you work with a high websites worthy of subscribers so that the capital and you will earnings goals also wide range transfer expectations is efficiently provided and are also getting met. The guy plus works together with a good amount of local maybe not-for-earnings communities, and you may will bring his own personal expertise in order to bear, which have prior to now served just like the Settee of one’s Fund and Kharkiv bride you can Capital Panel regarding a $20 million base.
Steve gotten their student of Dartmouth University and, immediately following helping due to the fact an excellent naval manager on board destroyers about Pacific, gone back to Dartmouth to make an enthusiastic MBA regarding Dartmouth’s Tuck College of Providers. He’s definitely in fund-raising and you will alumni activities at both Dartmouth and you may Put.
Dave Delfino, CFP®, CAP®
Dave thinks one by the maintaining a self-disciplined way of an intensive financial plan, customers feel the high likelihood to possess efficiently getting their individual and you can monetary specifications. He provides comprehensive monetary believed and you may capital information to pay for an excellent wide selection of information. Their passion for objective oriented purchasing and you can monetary believed was exemplified from the his dedication to being students of the change. The guy retains a keen MS from inside the Funds that have an amount in the financial think regarding the American University. He could be a certified Financial Coordinator™ and you will a great Chartered Advisor in the Philanthropy®. The guy plus retains the new Collection 66 securities licenses plus the condition of Connecticut Life insurance policies and you will Variable Agreements Permits. The guy joined Essex Economic immediately after 10 years out-of helping customers inside the the private Visitors Classification from the Fidelity Expenditures.
Dave lives together with his wife Jennifer & a couple of boys in Lime, Connecticut. In their time it gain benefit from the outside when you’re snowboarding, bicycling, walking, golfing and products during the coastline. Having a passion for antique cars, they have invested a lot of time together with his dad restoring them when you look at the his dad’s garage
David C. Donaldson, Jr. CRPC®
David’s industry on the resource community spans more than 3 decades and additionally both national brokerage businesses and you can bank broker programs. He retains his 65 securities license, graduated regarding SUNY Pick, Nyc and also an MBA for the financing regarding Fordham College or university, Nyc. David already functions as new Chairman of your Farmington River Watershed Organization, a non-cash providers. He was a nationally rated program tennis user and have now features angling, tennis and skiing, together with writing and you will doing sounds.
Sean Flynn, CCPS®
Sean is actually an economic Coach which have Essex Financials’ Southport, Connecticut workplace. Along with 10 years of expertise in the market, Sean provides their customers the initial wisdom needed to connection the newest pit ranging from their total financial bundle additionally the style of the investment collection. A financial investment values profoundly rooted in academia has the build for design efficient and you may diversified portfolios predicated on consumer’s personal and monetary objectives and goals.
Before joining Essex Monetary, Sean worked while the a financial Mentor during the Apella Money, a keen RIA when you look at the CT. Just before Apella Mr. Flynn has worked in the Merrill Lynch while the an economic Advisor in the New york, Ny. An excellent Fairfield School graduate, he keeps a-b.S. studies within the money regarding the Dolan University off Providers. He’s in addition to an official College Believed Specialist (CCPS) from the National Institute off Authoritative College Coordinators.