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At the start, Essex Monetary has understood the significance of peoples communication inside our works

At the start, Essex Monetary has understood the significance of peoples communication inside our works

There is along with dependent a small grouping of better-airline advisors you to definitely continues to expand inside the a prudent and you may counted trends. In this way, Essex Economic advisers are supplied to provide the amounts of engagement and you will solutions our members reach expect and value.

Stephen W. Bates

Steve keeps over 30 years of experience about financial advisory and you will wide range administration team, and you can entered Essex Financial in the 2008. Their practice is made up mainly working with a high websites really worth members in order that their financial support and earnings goals along with riches transfer expectations are efficiently integrated and are also becoming came across. The guy along with works together with a good amount of regional maybe not-for-money groups, and you will brings their own personal expertise so you can happen, with in earlier times supported once the Couch of one’s Fund and you will Financial support Panel out-of a great $20 billion base.

Steve acquired their undergraduate of Dartmouth College and you will, after offering due to the fact a beneficial naval administrator up to speed destroyers from the Pacific, gone back to Dartmouth to earn an MBA off Dartmouth’s Put College or university out of Team. the knockout site He or she is actively in fund raising and alumni products in the each other Dartmouth and you will Put.

Dave Delfino, CFP®, CAP®

Dave believes you to definitely from the keeping a self-disciplined method to an extensive economic plan, clients feel the higher likelihood having efficiently interacting with its personal and financial wants. The guy brings complete monetary think and funding guidance to fund a beneficial wide selection of topics. His love of mission oriented paying and you may financial believe is exemplified from the their dedication to becoming a student of your trading. The guy holds a keen MS inside Fund which have a quantity when you look at the economic think throughout the Western School. He’s an official Monetary Coordinator™ and you can a Chartered Mentor inside Philanthropy®. He including retains the Series 66 bonds permit and additionally the condition of Connecticut Life insurance coverage and you will Varying Contracts Permits. The guy registered Essex Financial immediately following ten years away from helping customers into the the non-public Customer Category on Fidelity Expenditures.

Dave lives together with spouse Jennifer & several boys into the Lime, Connecticut. Within their sparetime they enjoy the outside when you are snowboarding, bicycling, hiking, the game of golf and you will delicacies from the coastline. Which have a passion for classic vehicles, he’s spent hours and hours together with dad fixing all of them in the his father’s driveway

David C. Donaldson, Jr. CRPC®

David’s industry about money business covers more 3 decades as well as one another national brokerage providers and you will lender brokerage systems. The guy maintains his 65 ties licenses, graduated out of SUNY Purchase, Nyc possesses an MBA for the fund regarding Fordham University, Nyc. David currently serves as the fresh Chairman of Farmington Lake Watershed Connection, a non-funds providers. He was a nationally rated platform tennis pro and also has actually angling, golf and you will skiing, as well as writing and doing music.

Sean Flynn, CCPS®

Sean is a financial Mentor with Essex Financials’ Southport, Connecticut work environment. With well over ten years of expertise in the industry, Sean gives their clients the unique information had a need to bridge the new pit between its overall monetary package additionally the type of the capital profile. A good investment beliefs significantly grounded on academia comes with the construction to possess design efficient and you can diversified profiles based on client’s individual and you will financial goals and objectives.

Ahead of joining Essex Economic, Sean has worked once the a financial Mentor on Apella Resource, an enthusiastic RIA from inside the CT. Ahead of Apella Mr. Flynn did on Merrill Lynch since the a monetary Coach within the Manhattan, New york. Good Fairfield University scholar, the guy holds a-b.S. studies in the loans about Dolan College or university out-of Organization. They are as well as a certified College Considered Experts (CCPS) from Federal Institute out-of Certified College Planners.