Jeff Farrar, CFP

United States

Prior to co-founding Procyon Partners – an independent, employee-owned financial advisory firm based in Shelton, Connecticut, and New York City – in 2017, Jeff Farrar, CFP, worked at UBS, serving as a Senior Portfolio Manager, Wealth Advisor, Institutional Consultant and Senior Retirement Plan Consultant. Before UBS, he worked at Merrill Lynch as both an advisor and a resident director overseeing an office of advisors.

A decorated veteran, Farrar served for 20 years in the US Coast Guard, first on active duty, and later in the Coast Guard Reserves. Farrar was previously a member of the Board of Directors for CFP Board, FPSB’s US Affiliate, and a past President of the Financial Planning Association’s Fairfield County Chapter.

Mr. Farrar’s term on the FPSB Board of Directors ends 31 March 2024.