Jeffrey Day

Jeffrey Day

Senior Vice President

Phone: 941-256-9300
Fax: 941-256-9301
E-mail:
 

Jeffrey Day
Senior Vice President

  • 17+ years Financial Industry Experience
  • Specializes in Retirement Income Planning and Wealth Transfer Strategies
  • Holds Series 7, 66 And 31 registrations and Life, Health and Variable Annuity Licenses

With Jeff’s nearly two decades worth of financial industry experience, he brings to Capstan a solid foundation of plan-based investment strategies. After joining the firm as a legacy Wells Fargo Advisors associate in 2014, Jeff and his long time business partner, Scot Jaffe, Vice President, were able to focus on delivering quality service and advice. Already having long term relationships with their most current client base, they continue to specialize in retirement income planning as well as estate and wealth transfer strategies.

Having donated his time extensively to many different charities over the years, Jeff has working knowledge of the financial challenges these organizations face. This has led Jeff to lend his professional knowledge while working with charitable organizations and foundations to manage their investment dollars and assist them in reaching their goals.

Originally from a suburb of Pittsburgh, Jeff relocated to the Sarasota area in 1997 and has several family members close by. While still in Pennsylvania and attending business school, Jeff became a professional golfer. He served as Director of Golf and Assistant Golf Professional at some of the area’s finest courses. Through this experience, Jeff met many retired professionals and business owners which has given him a unique perspective when advising pre and post retirees in today’s environment. In his free time, Jeff continues to give back to his community. He organizes events with thousands of attendees for nonprofit organizations as well as volunteers with the Salvation Army.