Charles R. Cumello Jr.

President & Chief Executive Officer

Charles Cumello has 26 years of experience in the financial services industry. He joined Essex Financial Services in March 2009 as the firm’s Vice President of Sales and Investments and was appointed President and CEO in December 2013. Prior to joining the firm, Charles spent 13 years at Fidelity Investments in a variety of roles ranging from Financial Advisor to Branch Manager of the New Haven and West Hartford, CT Investor Centers. Charles was awarded Fidelity’s highest honor, being named to the Presidents Circle in 1997, 1998, 2000, 2001 and 2008.

While Charles is primarily focused on the strategic planning and management of the firm’s future he is also closely involved in the review, selection and delivery of the best investment vehicles for our clients and supervision of our Financial Advisors. Charles is also responsible for the recruitment of new Financial Advisors to the firm. He works closely with members of senior management on long term planning for the firm’s future business model and growth. The hallmark of Chuck’s approach to managing the firm is an unwavering commitment to exceptional client service.

Charles holds the Series 7, 9, 10, 24, 63 and 65 securities licenses as well as the State of Connecticut Life Insurance and Variable Contracts Licenses.

Charles received his Bachelor of Science degree in Business Economics from Bentley University in 1989.

He resides in Durham, CT with his wife and two children.

Contact

860-767-4300

Highlights

Michael LaRiviere earns Certified Financial Planner Designation

Michael LaRiviere earns Certified Financial Planner Designation
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David LaMay's Legacy of Giving

A life-long resident of Old Saybrook, David LaMay believes in giving back to his community. Courtesy of The Harbor News November 2, 2016

Financial Times Recognizes James Sullivan, AIF®

James Sullivan Named to 2016 Financial Times 401 Top Retirement Plan Advisers
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EFS Gives Back

Essex Financial Services Employees Send Deep River Child to Camp Rising Sun Courtesy of The Valley Courier Sept. 1, 2016