Our Professionals

William F. LeFavor, CFP^®

Associate Counselor

William F. LeFavor
100 William Street, Suite 200
Wellesley, MA 02481
Phone: 781-235-7055 ext. 7826
Fax: 781-235-1905
Email: wlefavor@westonfinancial.net

Five Star Wealth Manager^SM 2013

William is an Associate Counselor and has been with Weston Financial since 2005. He is a CFP^® practitioner and a voting member of the Advisor’s Investment Committee. William works directly with high net worth individuals and corporate executives to provide customized financial plans, investment strategies, estate planning, and tax planning advice; while also providing support to Senior Financial Counselors in creating complex planning solutions for clients. William also serves as an Assistant Portfolio Manager for New Century Portfolios. William graduated from Bentley University, Cum Laude, with a B.S. in Economics-Finance. He also earned his Master’s of Science in Financial Planning from Bentley University, graduating with Highest Distinction. William volunteers his time with and is a member of the Bentley University Service-Learning Alumni organization.

Form ADV Part 2B Brochure Supplement