Dave F. LaMay
Profile
Mr. Dave F.
LaMay is an Advisor at Essex Financial Services, Inc. He joined Essex Financial Services in 2010.
Prior to that, he spent over 10 years with Fidelity Investments, 7 of which, as Vice President and Senior Account Executive with Fidelity’s Private Client Group.
His career began in 1991 as a Financial Consultant with Merrill Lynch.
Mr. LaMay also worked with Shawmut Investment Advisors and Aetna Financial Services where, in addition to his role as Sales Manager and FINRA Supervisor, he served on Aetna’s Management Advisory Council.
He has several years of experience in the Financial Services industry.
Active in his community, Mr. LaMay serves on the Old Saybrook Board of Finance and is past member of the Old Saybrook Zoning Board of Appeals and the Connecticut River Gateway Commission.
He is a part time Adjunct Instructor at Albertus Magnus College and serves part time as a Personal Financial Counselor with MHN Government Services, where he provides Service Members, including the National Guard and Reserve Components and their families with professional, individualized financial planning and consultation services.
Mr. LaMay is a graduate of Xavier High School in Middletown and served 6 years on the Xavier High School Alumni Association Board of Directors.
He earned a BS in Financial Management from Franklin Pierce University and an MBA from The University of Connecticut.
He is a Certified Financial Planner and is a member of the Financial Planning Association.
Mr. LaMay is also Certified in Long Term Care.
He holds the Series 7, 9/10, 24, 63 and 65 securities registrations, as well as the State of Connecticut Life Insurance and Variable Contracts licenses.
He is a native of and currently resides in Old Saybrook with his wife and daughter.
Former positions of Dave F. LaMay
Companies | Position | End |
---|---|---|
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Corporate Officer/Principal | - |
Shawmut Capital Partners, Inc.
Shawmut Capital Partners, Inc. Investment ManagersFinance Shawmut Capital Partners Inc (Shawmut Capital Partners) is a private equity firm founded in 1997 by Joel B. Alvord and Daniel Keahane Doyle. The firm is headquartered in Boston, Massachusetts. | Corporate Officer/Principal | - |
Aetna Financial Services /Aetna International/
Aetna Financial Services /Aetna International/ Investment ManagersFinance Part of ING Groep NV, Aetna Financial Services /Aetna International/ is an American company that provides financial services including investment advisory, financial planning, and fixed and variable annuity contracts. The company is located in the US. Aetna Financial Services /Aetna International was acquired by ING Groep NV from Aetna, Inc. on December 13, 2000 for $5,000 million. | Corporate Officer/Principal | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
Training of Dave F. LaMay
Xavier University | Undergraduate Degree |
University of Connecticut | Masters Business Admin |
Franklin Pierce University | Undergraduate Degree |
Experiences
Positions held
Linked companies
Private companies | 4 |
---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
Aetna Financial Services /Aetna International/
Aetna Financial Services /Aetna International/ Investment ManagersFinance Part of ING Groep NV, Aetna Financial Services /Aetna International/ is an American company that provides financial services including investment advisory, financial planning, and fixed and variable annuity contracts. The company is located in the US. Aetna Financial Services /Aetna International was acquired by ING Groep NV from Aetna, Inc. on December 13, 2000 for $5,000 million. | Finance |
Shawmut Capital Partners, Inc.
Shawmut Capital Partners, Inc. Investment ManagersFinance Shawmut Capital Partners Inc (Shawmut Capital Partners) is a private equity firm founded in 1997 by Joel B. Alvord and Daniel Keahane Doyle. The firm is headquartered in Boston, Massachusetts. | Finance |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
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