Steve Essex, CFP, CTFA
Executive Vice President, Head of Trust Wealth Advisory Services
Email: sessex at salisburybank dot com
Steve heads the Trust and 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: University of Connecticut – BA Economics 1991, Certified Financial Planner licensee – 1998, Certified Trust and Financial Advisor – 2013.
Outside Interests: A long time Connecticut native, Steve resides in Simsbury with his wife and their two daughters, and he is an avid runner, hiker, mountain biker, and guitarist. Steve has been involved in his community on various Boards including those of Asylum Hill Church, PLAN of Connecticut and Market Place of Salisbury.
Call 860.435.5205 to set up a complimentary, confidential meeting with a Salisbury Trust Officer.
Securities and investment products offered through Salisbury Trust Wealth Advisory Services, a division of Salisbury Bank and Trust Company, 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.