Steven Essex, Vice President and Trust Officer at Salisbury Bank, has been appointed to the Board of Directors of PLAN (Planned Lifetime Assistance Network) of CT. PLAN is a non-profit organization which provides pooled trust and individual trust administration services for families with special needs. The organization is based in the Hartford area.
The mission of PLAN is to assist families in planning for the future of their family members with disabilities and to provide continuity of services after the principal advocate/care-givers have passed away or are unable to continue. PLAN does this by managing trusts set up by families for the benefit of their disabled family members which supplement State and Federal benefits. PLAN also helps individuals maintain self-sufficiency, prevent unnecessary hospitalizations and assists in enhancing their quality of life.
Mr. Essex has been with Salisbury Trust Wealth Advisory Services since June of 2009 and is based in the Bank’s Canaan office at 100 Main Street. He has more than 15 years of trust and investment experience. In addition to his extensive experience, Steve is a Certified Financial Planner (CFP) licensee.
Mr. Essex holds a Bachelor of Science degree in Economics from the University of Connecticut, and is married with two daughters. He currently resides in West Simsbury, Connecticut.
Salisbury Bank is a full-service community bank headquartered in Lakeville, Connecticut and presently operates full service branches in Canaan, Lakeville, Salisbury and Sharon, Connecticut, Sheffield and South Egremont Massachusetts as well as Dover Plains and Millerton, New York. The Bank has been serving families and businesses for 160 years and offers a full range of consumer and business banking products and services as well as trust and investment services.