Heidi Davies

Executive Assistant to CEO at Lefavi Wealth Management - Salt Lake City, Utah, US

Heidi Davies's Colleagues at Lefavi Wealth Management
Jeff Kemp

Wealth Advisor

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Zachary Weller

Associate Wealth Advisor

Contact Zachary Weller

Jay Greenburg

Wealth Advisor

Contact Jay Greenburg

Zach Ertel

associate wealth advisor

Contact Zach Ertel

Stacy Seven

Associate Financial Planner

Contact Stacy Seven

Jennifer Yurth

Office Manager

Contact Jennifer Yurth

Bruce Lefavi

President

Contact Bruce Lefavi

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Heidi Davies's Contact Details
Email (Verified)
***@lefavi.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
(801) 486-9000
Location
Salt Lake City, Utah, United States
Company
Lefavi Wealth Management
Heidi Davies's Company Details
Lefavi Wealth Management logo, Lefavi Wealth Management contact details

Lefavi Wealth Management

Salt Lake City, Utah, US • 14 Employees
Investment Bank/Securities Brokerage

Lefavi Wealth Management provides comprehensive, holistic wealth management services to help individuals and more plan for and protect their futures. Lefavi Wealth Management is an investment advisor registered with the Securities and Exchange Commission.

Wealth Preservation Wealth Transfer Wealth Enhancement Wealth Protection Charitable Giving Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
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Frequently Asked Questions about Heidi Davies
Heidi Davies currently works for Lefavi Wealth Management.
Heidi Davies's role at Lefavi Wealth Management is Executive Assistant to CEO.
Heidi Davies's email address is ***@lefavi.com. To view Heidi Davies's full email address, please signup to ConnectPlex.
Heidi Davies works in the Investment Bank/Securities Brokerage industry.
Heidi Davies's colleagues at Lefavi Wealth Management are Jeff Kemp, Zachary Weller, Jay Greenburg, Zach Ertel, Stacy Seven, Jennifer Yurth, Bruce Lefavi and others.
Heidi Davies's phone number is (801) 486-9000
See more information about Heidi Davies