Broker Check

Our Team

John W Donnelly, CFP®

Managing Partner

973-320-5747

John W Donnelly, CFP® the Managing Partner of Essex Wealth Management has been in the financial services field since 1986. Prior to this, John served proudly in both the US Marines & Navy in a variety of NCO positions in the Washington DC area (Marine Presidential Helicopter Squadron & Bethesda Naval Hospital). After his time in the military, John enjoyed eight years with the Dreyfus Corporation in New York. He served in both their retail and institution retirement sales divisions gaining experience as both a financial consultant as well as a regional manager. For the next fourteen years John was a financial advisor with Dime Securities of NY and Wachovia Securities in the New Jersey region. With the financial upheaval in late 2008, John felt the best approach in delivering objective, sound “financial planning” based advice to his clients was to align himself, and his team, with an independent brokerage firm. He joined LPL Financial, the country’s leading independent brokerage firm, in February of 2009 (based on revenue as reported in Financial Planning Magazine). John received his Certified Financial Planner designation from the College of Financial Planning, Denver Co and has been a CFP® in good standing, since 1990. He attended Securities Industry Institute training at The Wharton School from 1997-2000. He currently serves as President of the Wei Family Private Foundation, a 501c3 organization. He resides in Summit, NJ.

Jorge Vergara

President

973-320-5747

Jorge Vergara, the President of Essex Wealth Management has been in the financial services field since 1992. Prior to that, Jorge served honorably with the U.S. Marines predominantly at Camp Lejeune, NC. After his time in the military, Jorge completed his BA in Economics at Kean University. Upon completion of his degree in 1992, Jorge joined the Short Hills, NJ office of Merrill Lynch where he gained his initial experience as a financial consultant. In 1995, Jorge joined Dime Securities of NY, where he partnered with John Donnelly working in their New Jersey offices. After eight years at Dime Securities, Jorge and John left in 2002 to join Wachovia Securities in Westfield, NJ where they continued their partnership for another seven years. In February of 2009, Jorge felt that the independent brokerage model was better aligned for their financial planning practice and he left with his team to join LPL Financial. Jorge resides in Basking Ridge, NJ with his wife, daughter and son. Jorge enjoys playing tennis in his spare time and is a member of the USTA. In November of 2009 his team won the National Championship in Tucson, AZ.

Michael DiPierno

Vice President

973-320-5747

Michael DiPierno, Vice President of Essex Wealth Management has been in the financial services industry since 2001 when he joined Dime Securities of NY working with the partnership of John Donnelly and Jorge Vergara. Over the next four years he completed his General Securities registration (Series 7 and 66 registrations held through LPL Financial). Along with John and Jorge, Michael left the Dime in 2002 and joined Wachovia Securities. During this time Michael received a course certificate for the Dorsey Wright stock technical analysis program. Michael joined LPL Financial in 2009. Michael received his BA in Economics from Rutgers University. In 2016, Michael achieved the designation of CERTIFIED FINANCIAL PLANNER™.