David C. Donaldson, Jr. CRPC®

David’s career in the investment industry spans more than 30 years including both national brokerage firms and bank brokerage platforms. Prior to joining Essex Financial Services he was employed as a Personal Financial Consultant with TD Wealth Management catering to high net worth individuals and businesses with an emphasis on fee based investment strategies. Previous affiliations include E F Hutton, Shearson Lehman Bros, Mechanics Investment Services, and American Investment Services. David has served on several boards in an investment advisory capacity and was named one of the top 100 Bank Investment Advisors of 2008. He maintains a series 7, 24, 63 and 65 security licenses, graduated from SUNY Purchase, NY and has an MBA in finance from Fordham University, NY. David currently serves as the Treasurer of the Farmington River Watershed Association and is active with water4water, a non-profit organization. He was a nationally ranked platform tennis player and also enjoys fishing, tennis and skiing.

David currently resides in Farmington, CT. David has 4 children: Alexa, Cynthia, Chloe and Henry and has been married to Patricia Reville for 30 years.

David is supported by Client Relationship Manager Cherish Genova.

E-mail: David.Donaldson@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