Scot Jaffe

Scot Jaffe

Senior Vice President

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

Scot Jaffe
Senior Vice President

  • 17+ years Financial Industry Experience
  • Specializes in Retirement Income Planning and Wealth Transfer Strategies
  • B.S. in Psychology from University of Florida
  • Holds Series 7, 66 And 31 registrations and Life, Health and Variable Annuity Licenses

Scot has spent more than 17 years in the financial services industry assisting his client’s at some of the largest, most well recognized firms in the country. After joining Capstan as a legacy Wells Fargo Advisors associate in 2014, he and his business partner, Jeff Day, Vice President were able to focus on delivering quality service and advice in an independent fashion. With an emphasis on building relationships, Scot and Jeff are able to specialize in strategic planning for pre and post retirees as well as retirement income planning to help clients strive to reach personal and financial goals during the later phases of life.

Relationship building has always been a part of Scot’s professional life. Prior to joining the financial services industry in 2000, Scot worked for Southern Wine and Spirits. He was dedicated to building relationships with grocery managers and was continuously recognized for instrumental growth in his region. From an early age while growing up in the Miami area, Scot learned about putting clients first. He watched his family grow their food manufacturing and wholesale grocery business which was opened in 1924 and ultimately sold to a large manufacturing firm in 1991.

While away from the office, Scot enjoys skiing, biking and golfing with his son Chase who is currently pursuing a career in the hospitality field. Building off his love of Harley Davidson motorcycles, Scot participates in many organized rides to benefit several different charitable organizations.