There is together with built a small grouping of finest-journey advisors you to definitely will continue to grow from inside the a prudent and you may mentioned fashion. Along these lines, Essex Economic advisers was furnished to provide the degrees of involvement and possibilities our very own website subscribers come to expect and cost.

Stephen W. Bates

Steve enjoys more than 30 years of expertise throughout the monetary consultative and you can riches administration organization, and you can joined Essex Financial into the 2008. Their behavior comprise mainly of working with a high online really worth subscribers so its financial support and you may income desires also money transfer expectations are effectively included consequently they are being fulfilled. He along with deals with a great amount of regional perhaps not-for-funds organizations, and you can will bring his or her own personal experience so you can bear, having prior to now supported once the Sofa of the Loans and Funding Panel out of a beneficial $20 million foundation.

Steve acquired his student off Dartmouth School and, once helping just like the good naval officer onboard destroyers throughout the Pacific, gone back to Dartmouth to earn a keen MBA out of Dartmouth’s Put School of Business. They are positively working in fund raising and you may alumni items during the each other Dartmouth and you can Put.

Dave Delfino, CFP®, CAP®

Dave thinks you to definitely by the maintaining a self-disciplined way of an extensive economic package, readers have the highest possibilities for efficiently getting together with their individual and monetary requirements. He provides comprehensive monetary believe and you can financing guidance to cover a good wide variety of information. Their love of goal situated purchasing and you may economic believed try exemplified because of the their dedication to being students of trading. The guy keeps a keen MS inside Fund with a concentration for the financial believe throughout the Western School. He is a certified Monetary Planner™ and you can good Chartered Advisor when you look at the Philanthropy®. He together with keeps the latest Collection 66 securities license as well as the state of Connecticut Coverage and Changeable Contracts Permits. The guy registered Essex Monetary once ten years from serving clients when you look at the the non-public Customer Classification from the Fidelity Expenditures.

Dave lives together with his wife Jennifer & a few boys when you look at the Tangerine, Connecticut. Within their spare time it gain benefit from the outdoors whenever you are snowboarding, bicycling, hiking, playing golf and meals from the coastline. Having a passion for antique automobiles, he’s invested hours and hours along with his father restoring them when you look at the his dad’s driveway

David C. Donaldson, Jr. CRPC®

David’s job throughout the capital globe spans more three decades together with both national brokerage businesses and you may lender broker networks. The guy retains their 65 securities license, finished of SUNY Buy, New york and has a keen MBA in financing away from Fordham School, Ny. David currently serves as the new President of one’s Farmington Lake Watershed Association, a low-funds organization. He had been a nationwide ranked program golf player and just have has fishing, tennis and skiing, and composing and you will undertaking music.

Sean Flynn, CCPS®

Sean is actually a monetary Advisor that have Essex Financials’ Southport, Connecticut place of work. With over a decade of expertise in the industry, Sean offers his clients the unique knowledge needed seriously to connection the latest gap ranging from its full economic package additionally the type of the financial support collection kone Venezuela. A good investment values seriously rooted in academia provides the design getting building effective and you will diversified profiles predicated on consumer’s personal and you will monetary objectives and goals.

Before signing up for Essex Financial, Sean worked since a monetary Mentor during the Apella Investment, an enthusiastic RIA into the CT. Prior to Apella Mr. Flynn worked at Merrill Lynch because the a financial Coach in the New york, New york. A beneficial Fairfield School graduate, the guy keeps a b.S. training inside the finance throughout the Dolan College or university of Company. He or she is plus an authorized School Think Gurus (CCPS) from National Institute from Authoritative College or university Planners.