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Steve Essex, CFP, CTFA

Executive Vice President,

Head of Trust Wealth Advisory Services

Phone:

Email:

sessex [at] salisburybank.com

Steve Essex, CFP, CTFA

Steve heads the Wealth Advisory area of Salisbury Bank and Trust Company. From his years of experience
in helping individuals and families with trust, estate and financial planning matters, he believes the best way
we can help our clients is through an understanding of their overall financial picture and life plans. He is an
advocate for the benefits of “wealth management with trust administration and estate settlement services”
provided by our team of wealth advisory professionals.

Education: Steve received a BS in Economics from the University of Connecticut in 1991, his Certified
Financial Planner licensee in 1998, and his Certified Trust and Financial Advisor in 2013

Community Involvement: Steve has been involved in his community on various Boards including those of
Asylum Hill Church, PLAN of Connecticut, Market Place of Salisbury, and the Salisbury Forum.

 


Securities and investment products offered through Salisbury Bank Wealth Advisory are not insured by the FDIC or any other government agency of the United States and are not deposits or obligations of, nor guaranteed or insured by the bank or any bank affiliate. These products are subject to investment risk, including the possible loss of the principal invested.