Jacob mac Lee
Vice President at Equitable Advisors
- Role
- Regional Vice President at Equitable Advisors
- Location
- Franklin, TN, US
- LinkedIn followers
- 500 followers
About Jacob mac Lee
My mission is to build life long relationships by serving others, and living by the golden rule. I am building a team of like minded financial professionals that are planning focused and want to serve their clients. I am blessed with a beautiful wife, wonderful children, and a career that allows me to impact other people’s life. I want to pay it forward by helping others grow their practice, make a career change, or start a career. God put people in my path to impact my life and pray that I can do the same for someone else.
Experience
Regional Vice President
Oct 2023 — Present · Franklin, TN, US
Education
Middle Tennessee State University (MTSU)
Insurance and Finance
2003 — 2005
Skills
- Insurance Strategies
- Employee Benefit Strategies
- Asset Allocation Strategies
- Tax-Efficient Investing Strategies
- Insurance Planning
- Investment Services
- Financial Strategies
- Ira Distribution Planning
- Retirement Planning Strategies
- Budget Strategies
- Succession Planning
- Business Succession Strategies
- Financial Professional
- Financial Management
- Ira Rollover Strategies
- Estate Planning Strategies
- Financial Analysis
- Wealth Management Strategies
- Life, Accident and Health Insurance
- Long-Term Care Planning Strategies
- Insurance Services
- Income Protection Strategies
- Executive Benefits Planning
- Wealth Preservation Strategies
- Risk Management
- Education Planning Strategies
- Financial Services
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.