With over 25 years of Investment Advisory experience, Greg LeBar develops and implements balanced investment portfolio and strategies that are uniquely tailored to individual client needs and concerns.
Using a thorough, client centered planning approach, Greg focuses on his client's long-term goals, as well as short-term challenges and issues. An in depth understanding of client's risk tolerances, liquidity needs and current market and economic conditions helps build suitable and timely recommendations.
As part of an integrated team of financial services professionals, Greg's clients enjoy access to advice, strategies and guidance relating to a broad range of wealth management financial issues.
Greg began his investment advisory career with Invest Financial Corp. of Tampa, FL in 1986 as a Licensed Registered Representative. He joined Barnett Securities as a Vice-President, Financial Advisor in 1992. He held several senior management positions within Barnett Bank, Inc., including Sr. Vice-President, Private Client Services Area Manager where he managed all Brokerage, Trust and Private Banking Operations for Barnett's Southwest Florida Region. Greg joined First Union Securities (the predecessor to Wachovia Securities and Wells Fargo Advisors) in 1997 as a Sr. Vice-President, Area Manager. Greg holds numerous FINRA Registrations along with a Florida Life, Health and Variable Annuity license and graduated with a Bachelor of Science degree in Business Administration from Drexel University in Philadelphia, PA.
Greg has supported the Sarasota Community for many years, serving in several advisory board positions and supporting such organizations as Historic Spanish Point, the Sarasota Opera, the Sarasota United Cerebral Palsy Foundation, the Sarasota Community Foundation and the Florida Studio Theatre.
SunTrust Investment Services, Inc. is a full-service broker-dealer that is an integral part of SunTrust Banks, Inc. - one of the nation's largest and most respected financial services organizations. When you bring your investment needs to SunTrust you will benefit from a long history of management experience, an extensive range of financial products and solutions and personalized financial planning and advice. More importantly, you establish a relationship with a team of trusted advisors who can address all of your financial needs.
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