Dave Stephens

Dave Stephens Email and Phone Number

President @ Legacy Business Advisors Mid-Atlantic | CFBS, CEPA @ Legacy Business Advisors Mid-Atlantic
Dave Stephens's Location
Virginia Beach, Virginia, United States, United States
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.

Dave Stephens's Current Company Details
Legacy Business Advisors Mid-Atlantic

Legacy Business Advisors Mid-Atlantic

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President @ Legacy Business Advisors Mid-Atlantic | CFBS, CEPA
Dave Stephens Work Experience Details
  • Legacy Business Advisors Mid-Atlantic
    President
    Legacy Business Advisors Mid-Atlantic Mar 2019 - Present
    Virginia Beach Va.
  • Stephens Financial Partners Llc
    President
    Stephens Financial Partners Llc Sep 2007 - Present
    Virginia Beach Va.
    Specialized in Personal Planning, Life Insurance, Investments and Retirement Plans
  • Massmutual
    Senior Vice President
    Massmutual Jan 2016 - Mar 2019
    Virginia Beach Va.
    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

Dave Stephens Education Details

Frequently Asked Questions about Dave Stephens

What company does Dave Stephens work for?

Dave Stephens works for Legacy Business Advisors Mid-Atlantic

What is Dave Stephens's role at the current company?

Dave Stephens's current role is President @ Legacy Business Advisors Mid-Atlantic | CFBS, CEPA.

What schools did Dave Stephens attend?

Dave Stephens attended University Of Maryland.

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