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William Lefavor, Cfp ® Email & Phone Number
Principal and Senior Wealth Advisor
at
Stage Harbor Financial, LLC
1 work email found
@stageharborfinancial.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Principal and Senior Wealth Advisor
Location
Needham, Massachusetts, United States
Company size
Who is William Lefavor, Cfp ®? Overview
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Quick answer
William Lefavor, Cfp ® is listed as Principal and Senior Wealth Advisor at Stage Harbor Financial, LLC, a with 10 employees, based in Needham, Massachusetts, United States. AeroLeads shows a work email signal at stageharborfinancial.com and a matched LinkedIn profile for William Lefavor, Cfp ®.
William Lefavor, Cfp ® previously worked as Principal / Senior Wealth Advisor at Stage Harbor Financial, Llc and VP, Financial Counselor at Weston Financial Group, Inc.. William Lefavor, Cfp ® holds Bs, Finance-Economics from Bentley University.
Company email context
Email format at Stage Harbor Financial, LLC
This section adds company-level context without repeating William Lefavor, Cfp ®'s masked contact details.
*@stageharborfinancial.com
71% confidence
AeroLeads found 1 current-domain work email signal for William Lefavor, Cfp ®. Compare company email patterns before reaching out.
Profile bio
About William Lefavor, Cfp ®
I come from a family of educators and take great pride and passion in working with each family that we partner with to best understand and implement their financial plan. My goal is to assist every family in achieving their financial goals but also help them to understand the broader planning that will ultimately provide them with the peace of mind and security they seek from an advisor. I work primarily with high net worth familes and high income earners to craft customized financial plans. My goal is to work with engaged families to assist them with retirement planning, education funding, cash flow management, estate and tax planning, and investment management. By educating clients and listening to their goals, dreams, and fears we are able to create deep, long lasting, trusted relationships.
Listed skills include Strategic Financial Planning, Investments, Portfolio Management, Estate Tax Planning, and 4 others.
Current workplace
William Lefavor, Cfp ®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Stage Harbor Financial, Llc
4 roles
William Lefavor, Cfp ® work experience
A career timeline built from the work history available for this profile.
Principal / Senior Wealth Advisor
Stage Harbor Financial, LLC ("Stage Harbor") is a registered investment advisor ("RIA"), located in the state of Massachusetts. Stage Harbor provides investment advisory and related services for clients nationally. Stage Harbor will maintain all applicable registration and licenses as required by the various states in which Stage Harbor conducts business, as applicable. Stage Harbor renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Vp, Financial Counselor
Weston Financial Group, Inc.
Responsible for counseling high net worth individuals and corporate executives to create and implement comprehensive financial plans. This comprehensive planning includes investment management, retirement planning, estate planning, and tax planning advice. Combining all areas of a clients financial life allow us to create a coordinated approach to help clients attain their life goals.
May 2005 - Feb 2018
Assistant Portfolio Manager
New Century Portfolios
Support portfolio managers on three of the four New Century Portfolio mutual funds. Overall focus on thematic based investments and portfolio allocations.
Jan 2012 - Sep 2017
Team & coworkers
Colleagues at Stage Harbor Financial, LLC
Other employees you can reach at stageharborfinancial.com. View company contacts for 10 employees →
ST
Sharon Turcotte
Colleague at Stage Harbor Financial, LlcNeedham, Massachusetts, United States
View →
JS
Jim Scanlan
Colleague at Stage Harbor Financial, LlcNeedham Heights, Massachusetts, United States
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JD
Joshua Devereaux
Colleague at Stage Harbor Financial, LlcGreater Boston, United States
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MB
Maclean Barach, Cfp®
Colleague at Stage Harbor Financial, LlcGreater Boston, United States
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AM
Andre M. Fernandes, Cfp®
Colleague at Stage Harbor Financial, LlcMansfield, Massachusetts, United States
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Sharon Turcotte
Colleague at Stage Harbor Financial, LlcNeedham, Massachusetts, United States
View →
JS
Jim Scanlan
Colleague at Stage Harbor Financial, LlcNeedham Heights, Massachusetts, United States
View →
JD
Joshua Devereaux
Colleague at Stage Harbor Financial, LlcGreater Boston, United States
View →
MB
Maclean Barach, Cfp®
Colleague at Stage Harbor Financial, LlcGreater Boston, United States
View →
AM
Andre M. Fernandes, Cfp®
Colleague at Stage Harbor Financial, LlcMansfield, Massachusetts, United States
View →
3 education records
William Lefavor, Cfp ® education
Bs, Finance-Economics
Bentley University
Msfp, Financial Planning - Taxation
Bentley University - Mccallum Graduate School Of Business
Education record
Old Rochester Regional High School
FAQ
Frequently asked questions about William Lefavor, Cfp ®
Quick answers generated from the profile data available on this page.
What company does William Lefavor, Cfp ® work for?
William Lefavor, Cfp ® works for Stage Harbor Financial, LLC.
What is William Lefavor, Cfp ®'s role at Stage Harbor Financial, LLC?
William Lefavor, Cfp ® is listed as Principal and Senior Wealth Advisor at Stage Harbor Financial, LLC.
What is William Lefavor, Cfp ®'s email address?
AeroLeads has found 1 work email signal at @stageharborfinancial.com for William Lefavor, Cfp ® at Stage Harbor Financial, LLC.
Where is William Lefavor, Cfp ® based?
William Lefavor, Cfp ® is based in Needham, Massachusetts, United States while working with Stage Harbor Financial, LLC.
What companies has William Lefavor, Cfp ® worked for?
William Lefavor, Cfp ® has worked for Stage Harbor Financial, Llc, Weston Financial Group, Inc., and New Century Portfolios.
Who are William Lefavor, Cfp ®'s colleagues at Stage Harbor Financial, LLC?
William Lefavor, Cfp ®'s colleagues at Stage Harbor Financial, LLC include Sharon Turcotte, Jim Scanlan, Joshua Devereaux, Maclean Barach, Cfp®, and Andre M. Fernandes, Cfp®.
How can I contact William Lefavor, Cfp ®?
You can use AeroLeads to view verified contact signals for William Lefavor, Cfp ® at Stage Harbor Financial, LLC, including work email, phone, and LinkedIn data when available.
What schools did William Lefavor, Cfp ® attend?
William Lefavor, Cfp ® holds Bs, Finance-Economics from Bentley University.
What skills is William Lefavor, Cfp ® known for?
William Lefavor, Cfp ® is listed with skills including Strategic Financial Planning, Investments, Portfolio Management, Estate Tax Planning, Tax Planning, Insurance, Client Relations, and Charitable Giving.
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