In addition to the "in-house" Gulf Coast Financial Advisor team members, GCFA also works hand in hand with a handful of specialists. While these consultants are not directly employed by GCFA, they tend to be very involved with our clients, and the working and personal relationships with each goes back many years. Each strategic consultant brings a valuable set of skills and expertise to the client experience at GCFA.
Under his CPA OBA Stewardship Partners, Will Steih serves as an tax planning consultant to Gulf Coast Financial Advisors.
Will has the unique credentials of being a securities licensed Financial Advisor while also being licensed as a Certified Public Accountant (CPA). With over 25 years of experience in the Financial Services Industry, Will is an advisor focusing on Advanced Planning Concepts for Business Owners, Tax Planning, Qualified Retirement Plan Design, Implementation and Participant Education. Will also works hand in hand with high net-worth business owners and individuals to coordinate their Wealth Management and Financial Planning.
Will’s approach to these services begins with building a strong relationship with his clients by understanding their concerns, liabilities, and knowledge of retirement plans and investing in general. There are many factors to consider when determining what make a retirement plan successful. The end result is to have every participant retiring with adequate savings and education in order to enjoy their retirement.
Will is a graduate of the University of Georgia and holds his FINRA series 65 registration, as well as his Life and Health insurance licenses in multiple states.
Will is active in his church and is the Board Treasurer of Discovery Place. He enjoys sports, coaching, mentoring, and spending time with his beautiful wife and family.
2550 Meridian Boulevard, Suite 250Franklin, Tennessee 37067
Will's Disclosure:
Will Steih is not employed directly by or for Gulf Coast Financial Advisors, nor is he involved in any securities transactions. If payment is received for any insurance planning or production, Will is paid directly from the insurance carrier. There are no revenue sharing or referral fees paid to, or received from, in regards to Will's role with Gulf Coast Financial Advisors.
Will Steih is a Financial Advisor with Prime Capital Investment Advisors (PCIA), Prime Capital Wealth Management (PCWM), and Qualified Plan Advisors (QPA). PCIA, PCWM, QPA and Gulf Coast Financial Advisors (GCFA) are NOT affiliated. PCIA, PCWM, QPA and GCFA do not provide tax, legal or accounting advice.
This website content has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. The information provided herein is not a complete analysis of every material fact regarding any strategy; it is intended only to provide insight into the opinions of the author. All information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities. Website content offers commentary and generalized research, not personalized investment advice, and is for informational purposes only and does not constitute a complete description of our investment services or performance. All investments involve risk and unless otherwise stated, are not guaranteed. You should consult your own tax, legal and accounting advisors before engaging in any transaction.
Will Steih's advisory services are offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a federally Registered Investment Adviser. PCIA: 6201 College Blvd., Suite #150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management (“PCWM”) & Qualified Plan Advisors, (“QPA”).
Jay Stubbs serves as a Third-Party Risk Management Consultant to Gulf Coast Financial Advisors.
Jay has been a student and leader of the insurance business since 1999. With extensive risk management knowledge, he can easily communicate the opportunities for planning and problem solving in life insurance, disability, and long-term care. And with that knowledge, Jay can advise the advisor, as well as the consumer, in areas of family need, business protection and retirement planning.
As a Chartered Life Underwriter (CLU® 2008) and Partner with Providence Partners, Jay works firsthand with licensed financial professionals to navigate the risk management products and can be instrumental in discussing plans with their clients. Jay has first-hand experience of how a good risk management plan can provide and protect in a time of need. He can connect with the audience on basic strategies and planning concepts.
When he’s not working on a risk plan, Jay can be found spending time with his 4 children or helping with youth sports. He graduated from Birmingham-Southern College, moved home to Mobile, AL and started life with Kasey. They celebrate life with sons John & Jackson and twin daughters Jacqueline & Katherine.
Jay's Disclosure:
Jay Stubbs is not employed directly by or for Gulf Coast Financial Advisors, nor is he involved in any securities transactions. If payment is received for any insurance planning or production, Jay is paid directly from the insurance carrier. There are no revenue sharing or referral fees paid to, or received from, in regards to Jay's role with Gulf Coast Financial Advisors.
This website content has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. The information provided herein is not a complete analysis of every material fact regarding any strategy; it is intended only to provide insight into the opinions of the author. All information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities. Website content offers commentary and generalized research, not personalized investment advice, and is for informational purposes only and does not constitute a complete description of our investment services or performance. All investments involve risk and unless otherwise stated, are not guaranteed. You should consult your own tax, legal and accounting advisors before engaging in any transaction.
Jay Stubb's investments and advisory services are offered through representatives of Lincoln Financial Securities Corporation, Member SIPC. Investments offered to residents of Alabama. Advisory services offered to residents of Alabama. Securities offered through AL. Investment advisory services offered in AL. Lincoln Financial Securities does not provide legal or tax advice. Providence Partners, JWS Financial, Gulf Coast Financial Advisors and Lincoln Financial Securities are not affiliated. LFS-2912837-011720.