David C. Donaldson, Jr. CRPC®

David’s career in the investment industry spans more than 27 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.

Contact

860-767-4300

Highlights

Farmington Bank forms agreement with Essex Financial Services

Essex Financial Services enters into an agreement with Farmington Bank to provide investment and wealth management services to its customers.
Read the Press Release

John W. Rafal earns top honor in Connecticut

Named as State of Connecticut’s #1 independent Financial Advisor for 2010.

Madison office now open

Essex is pleased to announce our newest location in Madison