William Lafleur

William Lafleur Email and Phone Number

Investment Advisor @ Sovran Wealth Advisors
Escondido, CA, US
William Lafleur's Location
San Diego, California, United States, United States
William Lafleur's Contact Details

William Lafleur work email

William Lafleur personal email

William Lafleur phone numbers

About William Lafleur

Experienced Senior Vice President with a demonstrated history of working in the banking industry. Skilled in Securities, Asset Management, Investment Advisory, Mutual Funds, and High Net Worth Individuals. Strong finance professional with a Bachelors focused in Finance from San Diego State University-California State University.

William Lafleur's Current Company Details
Sovran Wealth Advisors

Sovran Wealth Advisors

View
Investment Advisor
Escondido, CA, US
Website:
wealthcg.com
Employees:
43
William Lafleur Work Experience Details
  • Sovran Wealth Advisors
    Investment Advisor
    Sovran Wealth Advisors
    Escondido, Ca, Us
  • The Wealth Consulting Group
    Investment Advisor
    The Wealth Consulting Group Oct 2020 - Present
    San Diego, California, United States
    View
  • Lafleur Family
    Semi Retired
    Lafleur Family Jan 2019 - Nov 2020
    Usa
    Time for Travel, relaxing, dog walking and ?
  • Mutual Of Omaha Bank
    Vice President, Sr. Portfolio Manager
    Mutual Of Omaha Bank Nov 2011 - Oct 2020
    Greater San Diego Area
    Wealth Management for individuals, endowments and foundations.
    View
  • Buechler Capital Asset Management
    Portfolio Manager/Private Wealth Management
    Buechler Capital Asset Management Nov 2006 - Nov 2011
    Investment and portfolio strategies for individuals, endowments and foundations
  • Summerset Management
    Partner/Private Wealth Management
    Summerset Management Apr 2000 - Nov 2006
    Family business office for high net worth individuals. Private Wealth management strategies.
  • Northern Trust Corporation
    Sr. Vice President/Portfolio Manager
    Northern Trust Corporation Feb 1992 - Aug 2000
    San Diego, California, United States
    Portfolio Management for High Net Worth individuals.
    View
  • Northern Trust
    Vice President/Sr. Portfolio Manager
    Northern Trust Feb 1991 - Apr 2000
    Relation and investment management for high net worth individuals, personal trust clients, endowments and foundations.
    View

William Lafleur Skills

Portfolio Management Wealth Management Investments Investment Management Securities Asset Management Banking High Net Worth Individuals Mutual Funds Investment Advisory Wealth Management Services Credit Analysis Fixed Income Equities Financial Modeling

William Lafleur Education Details

Frequently Asked Questions about William Lafleur

What company does William Lafleur work for?

William Lafleur works for Sovran Wealth Advisors

What is William Lafleur's role at the current company?

William Lafleur's current role is Investment Advisor.

What is William Lafleur's email address?

William Lafleur's email address is wm****@****aol.com

What is William Lafleur's direct phone number?

William Lafleur's direct phone number is +140235*****

What schools did William Lafleur attend?

William Lafleur attended San Diego State University-California State University.

What are some of William Lafleur's interests?

William Lafleur has interest in Animal Welfare.

What skills is William Lafleur known for?

William Lafleur has skills like Portfolio Management, Wealth Management, Investments, Investment Management, Securities, Asset Management, Banking, High Net Worth Individuals, Mutual Funds, Investment Advisory, Wealth Management Services, Credit Analysis.

Who are William Lafleur's colleagues?

William Lafleur's colleagues are Jeremy Anderson, Christian Chasey, Cfp®, Adriane Lowe, Cfp®, Clu®, Chfc®, Chsnc™, Jeanette Ng, Cfp®, Kim In, Aj D'addio, Michelle Cooley.

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