President
Current
Mar 2019 - Present
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Dave Stephens Email & Phone Number
President @ Legacy Business Advisors Mid-Atlantic | CFBS, CEPA
at
Legacy Business Advisors Mid-Atlantic
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✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
President @ Legacy Business Advisors Mid-Atlantic | CFBS, CEPA
Location
Virginia Beach, Virginia, United States
Who is Dave Stephens? Overview
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Quick answer
Dave Stephens is listed as President @ Legacy Business Advisors Mid-Atlantic | CFBS, CEPA at Legacy Business Advisors Mid-Atlantic, based in Virginia Beach, Virginia, United States. AeroLeads shows a matched LinkedIn profile for Dave Stephens.
Dave Stephens previously worked as President at Legacy Business Advisors Mid-Atlantic and President at Stephens Financial Partners Llc. Dave Stephens holds Business Administration And Management, General from University Of Maryland.
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Legacy Business Advisors Mid-Atlantic
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Profile bio
About Dave Stephens
With a steadfast commitment to empowering business owners, my role as President at Legacy Business Advisors Mid-Atlantic revolves around strategic growth and value enhancement. Specializing in navigating companies through complex financial landscapes, I leverage my certifications, such as the Certified Fund Specialist (CFS) and Certified Exit Planning Advisor (CEPA), to drive transformative results.My expertise extends to orchestrating business development and community service initiatives that 2 to 10X a business's value. By reducing owner dependency, I ensure sustainable growth and improved saleability, guided by a proven system that has already benefited over 60,000 businesses. Our team's collaborative efforts have consistently fostered an environment where businesses not only thrive but also secure their legacy.
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Legacy Business Advisors Mid-Atlantic
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3 roles
Dave Stephens work experience
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President
Current
Stephens Financial Partners Llc
Specialized in Personal Planning, Life Insurance, Investments and Retirement Plans
Sep 2007 - Present
Senior Vice President
In charge of 110 advisors. Helped to created and extensive training program for new advisors, Actively engaged in Recruting and worked closely with our top 6 wealth managers
Jan 2016 - Mar 2019
1 education record
Dave Stephens education
FAQ
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Quick answers generated from the profile data available on this page.
What company does Dave Stephens work for?
Dave Stephens works for Legacy Business Advisors Mid-Atlantic.
What is Dave Stephens's role at Legacy Business Advisors Mid-Atlantic?
Dave Stephens is listed as President @ Legacy Business Advisors Mid-Atlantic | CFBS, CEPA at Legacy Business Advisors Mid-Atlantic.
Where is Dave Stephens based?
Dave Stephens is based in Virginia Beach, Virginia, United States while working with Legacy Business Advisors Mid-Atlantic.
What companies has Dave Stephens worked for?
Dave Stephens has worked for Legacy Business Advisors Mid-Atlantic, Stephens Financial Partners Llc, and Massmutual.
How can I contact Dave Stephens?
You can use AeroLeads to view verified contact signals for Dave Stephens at Legacy Business Advisors Mid-Atlantic, including work email, phone, and LinkedIn data when available.
What schools did Dave Stephens attend?
Dave Stephens holds Business Administration And Management, General from University Of Maryland.
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