From the outset, Essex Economic enjoys understood the significance of individual communications within really works

There is as well as situated a team of finest-airline advisers you to definitely continues to grow in a prudent and you will mentioned fashion. Such as this, Essex Financial advisors is supplied to own amounts of wedding and you will solutions our customers come to expect and cost.

Stephen W. Bates

Steve keeps over three decades of experience in the monetary consultative and wide range government company, and you will joined Essex Monetary into the 2008. His routine is made up primarily at the job with a high web value website subscribers making sure that their funding and you will money requirements as well as wide range import objectives is actually effectively provided and are usually are fulfilled. He as well as deals with loads of regional not-for-cash groups, and you may provides his very own personal expertise in order to incur, which have before supported because Chair of your own Funds and you may Funding Panel off a great $20 million basis.

Steve gotten his undergraduate regarding Dartmouth School and you can, immediately following offering due to the fact a good naval manager aboard destroyers regarding the Pacific, returned to Dartmouth to make a keen MBA off Dartmouth’s Tuck College or university out-of Business. He is positively involved in fund-raising and you can alumni factors at each other Dartmouth and you can Put.

Dave Delfino, CFP®, CAP®

Dave thinks that from the maintaining a disciplined approach to an extensive financial bundle, subscribers have the large likelihood getting properly interacting with the personal and financial desires. The guy brings total economic believe and you will financial support information to fund a great wide selection of subjects. His love of goal based paying and you can monetary think was exemplified of the their commitment to becoming students of one’s exchange. The guy retains an enthusiastic MS in the Finance that have a focus during the financial believed from the American University. He or she is a certified Monetary Planner™ and you can a Chartered Advisor within the Philanthropy®. He in addition to keeps the new Collection 66 ties license plus the state of Connecticut Life insurance and you will Variable Agreements Permits. He inserted Essex Economic just after ten years regarding serving website subscribers inside the the non-public Customer Group in the Fidelity Opportunities.

Dave lives together with spouse Jennifer & several boys during the Orange, Connecticut. Within spare time they benefit from the outdoors while skiing, cycling, walking, playing golf and ingredients from the beach. Which have a love of vintage trucks, he’s invested countless hours together with his dad restoring them in his father’s garage

David C. Donaldson, Jr. CRPC®

David’s community about investment industry covers more 3 decades as well as one another national broker agencies and you will financial brokerage networks. He keeps his 65 securities permit, finished from SUNY Get, Ny and has an enthusiastic MBA within the funds out-of Fordham College, New york. David already functions as brand new President of the Farmington River Watershed Relationship, a non-profit business. He had been a nationally ranked platform tennis user and just have has angling, golf and you will skiing, and composing and you may creating music.

Sean Flynn, CCPS®

Sean try an economic Advisor which have Essex Financials’ Southport, Connecticut office. Along with 10 years of experience in the market, Sean brings their customers the unique skills had a need to bridge the fresh new pit anywhere between the total financial package and also the form of its resource collection. An investment opinions seriously grounded on academia provides the build for design efficient and diversified profiles based on consumer’s personal and you will financial objectives and goals.

Just before signing up for Essex Economic, Sean worked as an economic Mentor within Apella Financial support, a keen RIA inside the CT. Ahead of Apella Mr. Flynn spent some time working in the Merrill Lynch just like the a monetary Mentor in Manhattan, New york. Good Fairfield College or university graduate, the guy retains a-b vakker naturlig japansk jente.S. degree during the loans from the Dolan College off Company. They are including an authorized College Thought Experts (CCPS) from the Federal Institute out-of Specialized University Coordinators.