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At the beginning, Essex Monetary features know the importance of people communications in our work

We together with built a group of most readily useful-airline advisers one will continue to build into the a wise and counted manner. Such as this, Essex Monetary advisors is equipped to own degrees of wedding and you may solutions our members reach predict and value.

Stephen W. Bates

Steve have more than thirty years of experience on economic advisory and you will riches management team, and you can joined Essex Monetary in the 2008. Their habit is made up mainly where you work with high websites worth readers with the intention that its capital and you can income goals in addition to wealth transfer expectations try effectively integrated consequently they are getting came across. The guy in addition to works together with numerous local perhaps not-for-money groups, and you will brings his Soca women for marriage in the usa personal personal expertise to incur, that have previously served once the Sofa of the Loans and you can Investment Committee out-of good $20 million base.

Steve obtained their undergraduate away from Dartmouth University and you can, shortly after providing as an excellent naval administrator aboard destroyers about Pacific, returned to Dartmouth to make an enthusiastic MBA out of Dartmouth’s Put University out-of Business. He is actively in fund raising and you can alumni activities within each other Dartmouth and Put.

Dave Delfino, CFP®, CAP®

Dave thinks you to definitely because of the maintaining a self-disciplined way of an intensive monetary plan, members feel the highest likelihood having effectively reaching their individual and economic requirements. The guy will bring full financial considered and financial support information to pay for a beneficial wide array of information. Their love of mission built using and financial planning was exemplified of the their commitment to becoming a student of your exchange. The guy retains a keen MS inside the Financing with a focus in the monetary think from the American School. He’s a certified Economic Planner™ and you can a great Chartered Mentor within the Philanthropy®. He also keeps new Show 66 ties licenses together with the condition of Connecticut Life insurance policies and you can Adjustable Deals Licenses. The guy inserted Essex Monetary immediately after ten years out-of providing website subscribers into the the private Consumer Category at Fidelity Opportunities.

Dave lifetime together with spouse Jennifer & a couple boys during the Orange, Connecticut. Within their sparetime it take advantage of the external when you are skiing, bicycling, walking, golfing and you will ingredients within beach. Having a passion for classic autos, he has invested countless hours with his dad repairing them from inside the their father’s driveway

David C. Donaldson, Jr. CRPC®

David’s industry regarding financial support community covers more than three decades along with each other national broker agencies and you will financial broker platforms. The guy holds his 65 ties licenses, graduated of SUNY Pick, Nyc and has an enthusiastic MBA inside fund from Fordham University, Ny. David currently serves as the fresh new President of one’s Farmington River Watershed Association, a low-funds business. He was a nationally rated platform tennis pro and get has angling, tennis and you will skiing, together with composing and you can starting sounds.

Sean Flynn, CCPS®

Sean try a monetary Advisor that have Essex Financials’ Southport, Connecticut work environment. With well over 10 years of expertise in the industry, Sean provides his website subscribers the initial knowledge must link the fresh gap between the full economic package together with style of the financing portfolio. A good investment opinions deeply rooted in academia gets the design to own design effective and you will varied portfolios centered on customer’s individual and you can monetary goals and objectives.

Prior to signing up for Essex Monetary, Sean did while the an economic Mentor in the Apella Financial support, a keen RIA from inside the CT. Prior to Apella Mr. Flynn worked in the Merrill Lynch due to the fact an economic Mentor during the Manhattan, New york. A Fairfield University graduate, the guy retains a b.S. training inside the finance regarding Dolan University regarding Company. They are plus an official College or university Believed Gurus (CCPS) through the National Institute from Certified College or university Planners.

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