Submitted by Donna Glaras, Essex Financial Services
ESSEX, CT- Essex Financial has announced that Kevin Looby has joined the firm as a financial advisor in its Essex office. Kevin is a CERTIFIED FINANCIAL PLANNER™, a professional designation he attained through Fairleigh Dickinson University. He has over 25 years of experience in the financial services industry. Prior to joining Essex Financial Services, Kevin held the titles of Director of Financial Planning and Managing Director/Private Wealth Advisor at local Registered Investment Advisory firms. He was also a Vice President, Regional Planning Consultant for Fidelity Investments in Manhattan, New York and several New Jersey branch locations.
“We could not be happier to welcome Kevin and his clients to the firm. His investment philosophy and dedication to his clients aligns perfectly with our firm’s culture and purpose,” stated Chuck Cumello, President and CEO of Essex Financial. “We are very excited to have the privilege of working with Kevin to help his clients and their families achieve their financial goals.”
“I am excited to join the team at Essex Financial!,” stated Kevin Looby. “As a fiduciary, I believe it is critical to have the support of a firm that puts our clients’ interests first. Choosing a firm like Essex Financial, which offers the resources & technology that allow me to deliver unbiased, comprehensive financial and investment planning is paramount.”
Since 2003, Essex Financial has distinguished itself by providing value to its clients through a hands-on, highly personalized approach to their wealth management and financial planning needs. Today, it is one of the largest independent Registered Investment Advisory Firms in Connecticut with $3.3 billion in assets under management or administration. Essex Financial operates as a subsidiary of Essex Savings Bank, with twenty financial advisors and office locations in Essex, Farmington and Southport, providing comprehensive financial planning and wealth management services to more than 2,500 households & businesses in Connecticut and beyond.
