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Sutton Cavalier, Aif® Cpfa® Email & Phone Number

Retirement Plan Advisor, Legacy Retirement Partners at Raymond James
Location: Denver Metropolitan Area, United States 4 work roles 2 schools
1 work email found @raymondjames.com 2 phones found area 970 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email s****@raymondjames.com
Direct phone (970) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Raymond James
Role
Retirement Plan Advisor, Legacy Retirement Partners
Location
Denver Metropolitan Area, United States
Company size
5 employees

Who is Sutton Cavalier, Aif® Cpfa®? Overview

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Quick answer

Sutton Cavalier, Aif® Cpfa® is listed as Retirement Plan Advisor, Legacy Retirement Partners at Raymond James, a with 5 employees, based in Denver Metropolitan Area, 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
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AeroLeads found 1 current-domain work email signal for Sutton Cavalier, Aif® Cpfa®. Compare company email patterns before reaching out.

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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
Raymond James
Retirement Plan Advisor, Legacy Retirement Partners
Toronto, ON
Website
raymondjames.ca
Employees
5
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Company profile
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4 roles

Sutton Cavalier, Aif® Cpfa® work experience

A career timeline built from the work history available for this profile.

Retirement Plan Advisor, Legacy Retirement Partners

Current
Raymond James

St. Petersburg, Florida, Us

Retirement Plan Advisor, Legacy Retirement Partners| Wayfinder Financial ServicesFinancial Advisor, RJFS

Apr 2018 - Present

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 annuities to clients. My investment management approach pairs with outside money managers through a process of strict due diligence and consistent monitoring. I believe that fees eat returns, and work to help clients design their overall wealth management plan as efficiently as possible. I challenge anyone currently working with an advisor to understand what they're paying for. My clients work with me and my team because they like us, they trust us and we add value.

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 Special Warfare operations teams and other professionals requiring radiant, fire-suppressive protective clothing and equipment.

Jun 2007 - Jan 2011
Team & coworkers

Colleagues at Raymond James

Other employees you can reach at raymondjames.ca. View company contacts for 5 employees →

RM Robin Moldenhauer Robin Moldenhauer Colleague at Raymond JamesChattanooga, Tennessee, United States View → MG Michael Griffith Michael Griffith Colleague at Raymond JamesGreater Tampa Bay Area, United States View → MG Michael Gorsen, Jd Michael Gorsen, Jd Colleague at Raymond JamesSt Petersburg, Florida, United States View → GC Gregory C. Akin Gregory C. Akin Colleague at Raymond JamesGreater Tampa Bay Area, United States View → AC Amy Cheshire, Shrm-Cp Amy Cheshire, Shrm-Cp Colleague at Raymond JamesMemphis, Tennessee, United States View → EC Erica Cavanaugh Erica Cavanaugh Colleague at Raymond JamesSt Petersburg, Florida, United States View → DM Dane M Pinter, Cfp®, Cepa®, Crpc®, Aams® Dane M Pinter, Cfp®, Cepa®, Crpc®, Aams® Colleague at Raymond JamesGreater Chicago Area, United States View → KS Kim Snyder Kim Snyder Colleague at Raymond JamesSarasota, Florida, United States View → DC Dean Carraway, Cpa Dean Carraway, Cpa Colleague at Raymond JamesWinston-Salem, North Carolina, United States View → SC Stephen Chappell,Msfs,Cfs Stephen Chappell,Msfs,Cfs Colleague at Raymond JamesWilmington, North Carolina, 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 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 Robin Moldenhauer, Michael Griffith, Michael Gorsen, Jd, Gregory C. Akin, and Amy Cheshire, Shrm-Cp.

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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