Jeff Baar

Jeff Baar

Assistant Vice President - Client Development

Phone: 941.256.9300
Fax: 941.256.9301

Assistant Vice President
Client Development

  • Develops New Client Relationships
  • B.S., Florida State University
  • Series 7, 63, 65 Registrations, and Life, Health, Variable Annuity licenses

Jeff joined Capstan in 2013 as Assistant Vice President of Client Development. He specializes in retirement planning, asset preservation strategies, wealth transfer, insurance planning and other wealth management related services while working closely with each department of the firm. Jeff graduated from Florida State University where he obtained his Bachelor’s degree in Economics and currently holds the Series 7, Series 63 and Series 65 registrations. He also holds the Life, Heath and Variable Annuity license from the State of Florida.

As a member of the local community for more than 25 years, Jeff was raised in Sarasota having graduated from Sarasota High School in 2005. As Jeff continues to build relationships, he also supports Capstan’s retirement plan team; working closely with business owners and executives to help manage and implement both qualified and nonqualified retirement plans as well as working with individuals and families. Away from the office, Jeff enjoys the outdoors and coaching youth sports. He has been an integral part of managing the annual Symetra Golf Tournament’s Childrens clinic for Capstan which provides free golf lessons to the area’s youth.