Jeb N. Embree

Jeb N. Embree joined John W. Rafal & Associates, now known as Essex Financial Services, Inc., as a Financial Advisor in January 2002. Between 1994 and 2002 Jeb was with Tucker Anthony & Co. in New Haven and New York City specializing in fixed income securities. For the 25 years prior to that he was an institutional municipal bond salesman in New York City with Kidder Peabody, Lazard Freres and Shearson.

Jeb has a BA Degree from Hobart College and was Class of ’59 at Pomfret School. He is a Trustee Emeritus of the Connecticut River Museum where he served for 13 years on various committees, as a member of the Executive Committee and for one year as Treasurer. He is a former member of the Lyme Library Corporation Board and the Lyme Land Conservation Trust Board. Jeb is a member of High Hopes Board of Trustees and is a member of the Old Lyme Country Club and the Old Lyme Beach Club. Jeb is an active sailor and a member of the Cruising Club of America (Past Rear Commodore of the Essex Station), the North American Station of the Royal Scandinavian Yacht Clubs, New York Yacht Club, Dauntless Club in Essex, the Royal Ocean Racing Club in London, England and North Cove Yacht Club in Old Saybrook, CT.

Jeb is a resident of Lyme, CT. Jeb and his wife Dianne have two married daughters and two granddaughters.

Jeb is supported by Client Relationship Manager Kathleen Montano.

E-mail: Jeb.Embree@EssexFinancialServices.com

Contact

860-767-4300

Highlights

Michael LaRiviere earns Certified Financial Planner Designation

Michael LaRiviere earns Certified Financial Planner Designation
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David LaMay's Legacy of Giving

A life-long resident of Old Saybrook, David LaMay believes in giving back to his community. Courtesy of The Harbor News November 2, 2016

Financial Times Recognizes James Sullivan, AIF®

James Sullivan Named to 2016 Financial Times 401 Top Retirement Plan Advisers
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EFS Gives Back

Essex Financial Services Employees Send Deep River Child to Camp Rising Sun Courtesy of The Valley Courier Sept. 1, 2016