Steven Stofsky

Steven Stofsky has a long and varied work experience in the financial industry. Steven started their career in 1998 at Protective Life as an Internal Wholesaler, marketing annuity products to agents and broker/dealers. Steven then moved to American Skandia Life as a Business Development Wholesaler, where they excelled in "hybrid wholesaling" of annuity products, mutual funds, and other financial products. In 2001, they joined Sage Life as a Senior Internal Wholesaler, managing territories and educating brokers on cutting-edge Variable Annuities and Variable Life Insurance products. Steven continued their career at Jackson as a Regional Vice President/External Wholesaler, specializing in wholesaling Variable, Fixed, and Indexed Annuities, Mutual Funds, and Life Insurance to the bank channel advisors. Subsequently, at MassMutual Financial Group, they served as a Regional Director of Sales/External Wholesaler, wholesaling Fixed and Variable Annuities across the Southeast. In 2011, they joined The Legend Group - The Stofsky Agency as an Investment Advisor Representative/Registered Representative, specializing in financial planning and retirement planning. Steven then moved to Sterling Capital Management LLC as a Director - Regional Sales Consultant, where they focused on wholesale distribution of mutual funds, separately managed accounts, and managed-money wrap accounts. Prior to their current role, they worked as a Financial Advisor at LPL Financial/Vystar Credit Union. Since 2018, they have been working as a Regional Sales Director at Saybrus Partners, where they are responsible for wholesaling Fixed Index and Fixed annuities in the Southeast, with notable success in growing the territory from 800k to over 78 Million in just over a year.

Steven Stofsky attended the University of Florida from 1993 to 1998, where they obtained a Bachelor of Science in Business Administration (BSBA) with a focus on Insurance and Risk Management. No information is provided about any additional certifications they may have obtained.