Jay Stubbs

About Jay Stubbs

My mission is to be the most requested facilitator of risk planning solutions among all advisors. I have served in the risk planning market since Considered an \'advisor to the advisor,\' I serve hundreds of advisors and thousands of their clients throughout the Southeast US. I strategize with firms, advisors and agencies to educate and engage their clients about the need and benefits of proper risk planning. My personal mission is to inspire financial professionals to take control of risk management opportunities and plan their communications with their clients. I feel it is important to assess what gaps may exist in clients’ personal and business goals. And I enjoy teaching new insights, not about product, but how to improve the effectiveness of Financial Advisors.I graduated from Birmingham-Southern College way back in moved home to Mobile, AL and started life with Kasey. Together we have two sons John & Jackson and twin daughters Jacqueline & Katherine. When I\'m not working on a risk plan, I am spending time with my kids or helping out as coach for youth sports. I am also trying to improve my golf game because both my boys are better than me.

Experience

1. Agency Owner

   Lincoln Financial

   Aug 2023 — Present · Mobile, AL, US

Education

• Birmingham-Southern College

  Bachelor of Science, Management & Finance

  1995 — 1999

Skills

• Social Media Marketing
• Insurance
• Sales Management
• Disability Insurance
• Estate Planning
• Public Speaking
• Coaching
• Business Planning
• Life Insurance