Lynn Stebbins, CFP® , CPFA
Lynn is a Financial Advisor with Evershore Financial Group. She provides solutions for individuals, families, and business owners regarding their financial issues and needs.
Lynn has her MBA from the University of Phoenix and actively networks with other professionals. When not working, she enjoys golfing, cooking, wine collecting, and reading.
Before entering the financial services industry, Lynn had a successful 30-year career in the hospitality industry and was the Director of Golf at a private country club for 12 years. This experience provided the foundation for her client-centered service approach. Lynn believes strongly in the value of person- to-person communication and collaboration with each individual client while structuring their personal financial strategy.
Lynn sees many similarities between financial advising and a round of golf. For instance, golfers and investors face many challenges. Some we cannot control, like the weather or market downturns. There’s almost always a risk and/or reward in one’s decision-making whether on the golf course or in one’s investment strategy. Do you try to hit the perfect shot requiring 225 yards over a lake or do you lay up, hitting it short, but safely to set up your next shot? Do you try to buy the hottest stock and hope the market rewards you, or do you have a long-term financial strategy?
There’s a need for diversification in both, a golfer’s bag does not consist of all 7 irons. There are 14 different clubs that all have a different purpose. In investing, are your investments in a diversified asset allocation, or do you only invest in platform?
In both golf and investing, one must remain flexible. Start with a stable core foundation, but if something is not working or a life event occurs, understand that the strategy may need to be adjusted from time to time. When someone begins to play golf, they usually come to the realization very early they need a professional. The same is true when one wants to create their financial strategy. As financial advisors, it’s our job to sit down with the client and see what’s realistic and what’s important for the individuals’ personal situation. No two golf swings are the same just as no two financial strategies are the same.
Lynn Stebbins is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Evershore Financial Group offers securities and investment advisory services through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated. 3300 PGA Blvd., Suite 990, Palm Beach Gardens, FL 33410. www.evershore.com