From the outset, Essex Economic keeps know the importance of people interaction inside our works

We have together with based a small grouping of ideal-flight advisors you to definitely continues to grow into the a sensible and you can counted styles. Along these lines, Essex Monetary advisors was supplied to offer the quantities of involvement and you will assistance all of our website subscribers arrive at assume and value.

Stephen W. Bates

Steve possess over 3 decades of expertise on the monetary advisory and riches government organization, and you can inserted Essex Financial from inside the 2008. His routine is made up mainly at work with high internet well worth customers in order for its financing and you may earnings specifications along with riches import expectations is actually effectively integrated and are also being found. The guy including works with lots of local maybe not-for-money groups, and you may provides his own personal experience to help you sustain, which have in past times offered since Chair of your own Funds and you may Investment Panel off a great $20 mil basis.

Steve received his student from Dartmouth College and you can, just after offering as the a naval manager on-board destroyers about Pacific, returned to Dartmouth to make an MBA regarding Dartmouth’s Put University away from Team. They are actively involved in fund-raising and you will alumni items at the one another Dartmouth and you may Put.

Dave Delfino, CFP®, CAP®

Dave believes you to of the keeping a disciplined method of an intensive financial bundle, clients have the large chances to have effortlessly getting together with their private and you will monetary specifications. He brings comprehensive financial believed and capital recommendations to fund an excellent wide variety of subjects. Their passion for purpose founded spending and you will economic thought try exemplified from the their dedication to becoming students of your trade. The guy keeps a keen MS in the Funds having an attention for the financial believe in the Western College. He could be a certified Financial Coordinator™ and you can a great Chartered Mentor within the Philanthropy®. The guy together with holds brand new Show 66 ties licenses including the condition of Connecticut Life insurance policies and you can Adjustable Contracts Licenses. He entered Essex Financial once ten years out of helping subscribers within the the personal Customer Group on Fidelity Investments.

Dave lifestyle with his spouse Jennifer & one or two boys for the Lime, Connecticut. Within spare time they benefit from the outside while you are snowboarding, cycling, walking, playing golf and dinners on seashore. Which have a passion for antique automobiles, he has invested hours and hours along with his dad restoring all of them into the his father’s garage

David C. Donaldson, Jr. CRPC®

David’s job on investment globe covers more than 3 decades and both national broker firms and you will bank brokerage systems. He retains his 65 securities licenses, graduated off SUNY Get, Nyc and has now a keen MBA from inside the finance from Fordham College or university, Nyc. David currently functions as the brand new President of your own Farmington River Watershed Organization, a low-funds team. He had been a nationwide rated platform golf athlete and now have possess angling, tennis and you can skiing, as well as composing and you can undertaking tunes.

Sean Flynn, CCPS®

Sean is a financial Coach that have Essex Financials’ Southport, Connecticut place of work. With more than a decade of experience on the market, Sean brings their readers the unique skills necessary to connection the brand new pit ranging from their full financial bundle therefore the type of the money collection. A financial investment viewpoints seriously rooted in academia comes with the build for developing successful and you may diversified profiles centered on consumer’s private and you may economic objectives and goals.

Just before joining Essex Economic, Sean spent some time working just like the a financial Mentor in the Apella Capital, an RIA from inside the CT. Just before Apella Mr. Flynn worked on Merrill Lynch given that a monetary Mentor in Manhattan, Ny. An effective Fairfield College graduate, the guy holds a-b.S. training in the funds about Dolan College or university regarding Company. He could be along with a certified College or university Thought Experts (CCPS) through the National Institute regarding Authoritative College or university Coordinators.