Retirement Plan Advisor, Legacy Retirement Partners
CurrentRetirement Plan Advisor, Legacy Retirement Partners| Wayfinder Financial ServicesFinancial Advisor, RJFS
Apr 2018 - Present
AeroLeads people directory · profile
Sutton Cavalier, Aif® Cpfa® Email & Phone Number
Retirement Plan Advisor, Legacy Retirement Partners
at
Raymond James
1 work email found
@raymondjames.com
2 phones found area 970
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Retirement Plan Advisor, Legacy Retirement Partners
Location
Denver Metropolitan Area, United States, United States
Company size
Who is Sutton Cavalier, Aif® Cpfa®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Sutton Cavalier, Aif® Cpfa® is listed as Retirement Plan Advisor, Legacy Retirement Partners at Raymond James, a company with 5 employees, based in Denver Metropolitan Area, United States, United States. AeroLeads shows a work email signal at raymondjames.com, phone signal with area code 970, and a matched LinkedIn profile for Sutton Cavalier, Aif® Cpfa®.
Sutton Cavalier, Aif® Cpfa® previously worked as Financial Advisor at Wells Fargo Advisors and Financial Advisor at Rbc Wealth Management. Sutton Cavalier, Aif® Cpfa® holds Bs, Aviation Management from Spartan College Of Aeronautics And Technology.
Company email context
Email format at Raymond James
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*@raymondjames.com
68% confidence
AeroLeads found 1 current-domain work email signal for Sutton Cavalier, Aif® Cpfa®. Compare company email patterns before reaching out.
Profile bio
About Sutton Cavalier, Aif® Cpfa®
Sutton, and his team at Legacy Retirement Partners, helps Corporations, Non-Profits and Foundations mitigate their fiduciary risk in retirement savings plans (401k, 403b, 457a, 409a, 401a). -They have the ability to act as a 3(21) and 3(38) co-fiduciary under a stand-alone contract between the team (and the firm) and the client. -The ability to remain consistently DOL compliant, for all of their clients, is their first focus. They back that up by acting along side their clients as a signed co-fiduciary-If you are a plan sponsor ask yourself: "does our current structure outsource our fiduciary risk?" Please contact Sutton by email Sutton@wayfinderfs.com or by Phone 720-266-4614Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Wayfinder Financial Services and Legacy Retirement Partners are not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
Listed skills include Fiduciary, 401K, Retirement, Alternative Investments, and 28 others.
Current workplace
Sutton Cavalier, Aif® Cpfa®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Raymond James
4 roles
Sutton Cavalier, Aif® Cpfa® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Wells Fargo Advisors
I help manage investable assets for high net worth clients, foundations and can advise as a co-fiduciary on corporate retirement plans. I am also able to work under a fee for service agreement with retirement plans instead of a commission basis. I have my series 7 and 66 registrations as well as the licensing needed to recommend life insurance and.
Dec 2013 - Apr 2018
Financial Advisor
Rbc Wealth Management
Jan 2011 - Dec 2013
Vp Sales & Marketing
King Of The Mountain
King of the Mountain, Inc. is a high tech, natural fiber, tactical clothing and equipment manufacturer who holds US patents on a hybrid weave of carbon fiber, Kevlar and wool for practical application and use in hostile conditions with a focus on cold weather operations. Customer base ranges from avid outdoor enthusiasts and hunters to US Navy SEAL Winter.
Jun 2007 - Jan 2011
Team & coworkers
Colleagues at Raymond James
Other employees you can reach at raymondjames.ca. View company contacts for 5 employees →
JY
Josh Yocam
Colleague at Raymond JamesOrange County, California, United States, United States
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PL
Patrick Lynch
Colleague at Raymond JamesSan Francisco, California, United States, United States
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CF
Coral Fuentes, Mpa, Shrm-Cp
Colleague at Raymond JamesSt Petersburg, Florida, United States, United States
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BS
Basanta Sapkota
Colleague at Raymond JamesWashington DC-Baltimore Area, United States, United States
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SB
Scott Burnett
Colleague at Raymond JamesMemphis, Tennessee, United States, United States
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HG
Hilary Goodison-Orr
Colleague at Raymond JamesMarietta, Georgia, United States, United States
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AG
Andrew Gartland, Cfp®, Crpc™
Colleague at Raymond JamesNew York, United States, United States
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JW
Jenna Wishard
Colleague at Raymond JamesSt Petersburg, Florida, United States, United States
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BE
Brett Ebel
Colleague at Raymond JamesGreater Tampa Bay Area, United States, United States
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JL
Jackson Long, Cfa
Colleague at Raymond JamesSt Petersburg, Florida, United States, United States
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Josh Yocam
Colleague at Raymond JamesOrange County, California, United States, United States
View →
PL
Patrick Lynch
Colleague at Raymond JamesSan Francisco, California, United States, United States
View →
CF
Coral Fuentes, Mpa, Shrm-Cp
Colleague at Raymond JamesSt Petersburg, Florida, United States, United States
View →
BS
Basanta Sapkota
Colleague at Raymond JamesWashington DC-Baltimore Area, United States, United States
View →
SB
Scott Burnett
Colleague at Raymond JamesMemphis, Tennessee, United States, United States
View →
HG
Hilary Goodison-Orr
Colleague at Raymond JamesMarietta, Georgia, United States, United States
View →
AG
Andrew Gartland, Cfp®, Crpc™
Colleague at Raymond JamesNew York, United States, United States
View →
JW
Jenna Wishard
Colleague at Raymond JamesSt Petersburg, Florida, United States, United States
View →
BE
Brett Ebel
Colleague at Raymond JamesGreater Tampa Bay Area, United States, United States
View →
JL
Jackson Long, Cfa
Colleague at Raymond JamesSt Petersburg, Florida, United States, United States
View →
2 education records
Sutton Cavalier, Aif® Cpfa® education
Bs, Aviation Management
Spartan College Of Aeronautics And Technology
Bs, Business
University Of Phoenix
FAQ
Frequently asked questions about Sutton Cavalier, Aif® Cpfa®
Quick answers generated from the profile data available on this page.
What company does Sutton Cavalier, Aif® Cpfa® work for?
Sutton Cavalier, Aif® Cpfa® works for Raymond James.
What is Sutton Cavalier, Aif® Cpfa®'s role at Raymond James?
Sutton Cavalier, Aif® Cpfa® is listed as Retirement Plan Advisor, Legacy Retirement Partners at Raymond James.
What is Sutton Cavalier, Aif® Cpfa®'s email address?
AeroLeads has found 1 work email signal at @raymondjames.com for Sutton Cavalier, Aif® Cpfa® at Raymond James.
What is Sutton Cavalier, Aif® Cpfa®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 970 for Sutton Cavalier, Aif® Cpfa® at Raymond James.
Where is Sutton Cavalier, Aif® Cpfa® based?
Sutton Cavalier, Aif® Cpfa® is based in Denver Metropolitan Area, United States, United States while working with Raymond James.
What companies has Sutton Cavalier, Aif® Cpfa® worked for?
Sutton Cavalier, Aif® Cpfa® has worked for Raymond James, Wells Fargo Advisors, Rbc Wealth Management, and King Of The Mountain.
Who are Sutton Cavalier, Aif® Cpfa®'s colleagues at Raymond James?
Sutton Cavalier, Aif® Cpfa®'s colleagues at Raymond James include Josh Yocam, Patrick Lynch, Coral Fuentes, Mpa, Shrm-Cp, Basanta Sapkota, and Scott Burnett.
How can I contact Sutton Cavalier, Aif® Cpfa®?
You can use AeroLeads to view verified contact signals for Sutton Cavalier, Aif® Cpfa® at Raymond James, including work email, phone, and LinkedIn data when available.
What schools did Sutton Cavalier, Aif® Cpfa® attend?
Sutton Cavalier, Aif® Cpfa® holds Bs, Aviation Management from Spartan College Of Aeronautics And Technology.
What skills is Sutton Cavalier, Aif® Cpfa® known for?
Sutton Cavalier, Aif® Cpfa® is listed with skills including Fiduciary, 401K, Retirement, Alternative Investments, Asset Allocation, Investment Strategies, Mutual Funds, and Bonds.
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