We’ve got along with oriented a team of finest-trip advisers you to will continue to grow in a wise and mentioned style. In this way, Essex Financial advisors are supplied to offer the quantities of wedding and you will solutions our members arrived at anticipate and value.
Stephen W. Bates
Steve have more 3 decades of expertise regarding the financial consultative and you may riches administration team, and entered Essex Financial inside the 2008. Their practice consists mainly in the office with high websites really worth readers so as that their money and you will earnings wants as well as wide range import expectations are effortlessly provided and are getting fulfilled. He together with works together with many local not-for-finances teams, and you can will bring their own personal experience to happen, with prior to now offered as the Chair of your Money and you will Funding Committee from a beneficial $20 mil base.
Steve gotten his student regarding Dartmouth College or university and, just after offering due to the fact a beneficial naval officer onboard destroyers regarding Pacific, gone back to Dartmouth to earn an enthusiastic MBA out of Dartmouth’s Put School of Organization. They are positively employed in fund raising and you may alumni situations at one another Dartmouth and you can Tuck.
Dave Delfino, CFP®, CAP®
Dave thinks one to of the keeping a self-disciplined method to a comprehensive monetary bundle, members feel the high opportunities for effectively getting the personal and you may financial wants. He will bring total economic thought and you may capital pointers to pay for an effective wide variety of subjects. Their passion for objective built using and you will monetary planning was exemplified because of the his commitment to are a student of the trading. He keeps an enthusiastic MS when you look at the Finance that have an amount within the monetary believe on Western University. They are an authorized Economic Planner™ and you may an effective Chartered Mentor from inside the Philanthropy®. The guy and keeps the Collection 66 ties license also the state of Connecticut Insurance and Variable Deals Certificates. He joined Essex Financial just after 10 years out of serving website subscribers in the non-public Consumer Group on Fidelity Investments.
Dave lives with his spouse Jennifer & two boys when you look at the Orange, Connecticut. Inside their time they benefit from the external while skiing, bicycling, hiking, the game of golf and meals at the beach. Having a love of vintage cars, he’s spent a lot of time together with father repairing them in their dad’s driveway
ГњrdГјnya’da tГјm kД±zlar sД±cak mД±
David C. Donaldson, Jr. CRPC®
David’s job in the capital world covers more than three decades and additionally both national broker agencies and you can bank brokerage networks. He maintains their 65 bonds licenses, graduated out of SUNY Buy, Ny possesses an enthusiastic MBA inside the financing regarding Fordham University, New york. David already functions as new President of your Farmington Lake Watershed Connection, a low-funds business. He was a nationally rated system tennis athlete and possess has fishing, golf and skiing, in addition to creating and you can undertaking sounds.
Sean Flynn, CCPS®
Sean is a financial Coach which have Essex Financials’ Southport, Connecticut workplace. With well over a decade of experience in the industry, Sean offers his website subscribers the initial knowledge had a need to connection the fresh new gap ranging from the complete financial plan together with type of their financial support portfolio. An investment philosophy significantly rooted in academia contains the construction to own constructing successful and varied portfolios according to client’s individual and you can financial goals and objectives.
Ahead of signing up for Essex Monetary, Sean did once the a monetary Coach at Apella Capital, an RIA during the CT. Before Apella Mr. Flynn worked at Merrill Lynch as the a monetary Coach during the New york, New york. A great Fairfield College scholar, he retains a-b.S. studies during the money regarding Dolan School of Team. He is also an official College or university Think Gurus (CCPS) from National Institute out-of Certified School Planners.
