Jacob Stinson
Financial Advisor @Oxford Advisory Group
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WORK HISTORY
Financial Advisor @Oxford Advisory Group
Orlando, FL, US
Joining the Orlando team of Oxford Advisory Group as a Financial Advisor, I aim to help as many Florida families as possible. The team here leads with education and information to better empower families to make informed decisions.
EDUCATION
University of Phoenix
Associate of Arts - AA, General Studies
Auburn University
Bachelor of Arts - BA
ABOUT JACOB STINSON
As a Financial Advisor with Oxford Advisory Group in Orlando, Florida, I am thrilled to join a dynamic team dedicated to empowering Florida families through education and informed financial decision-making. This new role amplifies my ability to help more families better achieve their financial dreams, leveraging Oxford’s robust resources and client-focused approach to deliver support. As a Combat Marine Veteran and highly successful Premier/Private Banker, I bring extensive experience in banking operations, investment planning, and advisement, focusing on personalized solutions for high-net-worth and ultra-high-net-worth clients. In Orlando, Florida, I am excited to lead initiatives that aim to uplift families by securing their financial futures, drawing on my proven track record of leading a team of 10 financial advisors to exceed metrics while fostering growth through strong mentoring and coaching. I hold an Associate of Arts degree and pursued undergraduate studies at Auburn University. Passionate about continuous learning, I stay updated on the latest financial industry trends to better serve clients. With a clean performance record and strong personal references, I am eager to make a lasting impact in Orlando, Florida, helping more families than ever before with Oxford Advisory Group.
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