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  • CLIENT SOLUTIONS
    Individual Advanced Planning
    Asset Protection and Preservation

    We provide a wide array of quality insurance alternatives for your family and your business. Read More >>

    Longevity Insurance

    When it comes to long-term planning, certain investments let you save on a tax-deferred basis. Read More >>

    Life Insurance

    Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage and your goals. Read More >>

    Long-Term Care Insurance (LTCI)

    The risk of contracting a chronic debilitating illness is considered by many to be one type of risk best passed on to an insurance company through the purchase of a LTCI policy. Read More >>

    Personal Financial Management

    Marcum's Personal Financial Management group is focused on your total financial wellness. Read More >>

    Wealth Management

    Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage and your goals. Read More >>

    Wealth Enhancement

    Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. Read More >>

    Corporate Benefits Group
    Employee Benefit Plans

    Marcum Financial Services Corporate Benefits Group offers innovative and comprehensive employee benefit services for mid- and large businesses. Our advantage lies in proactive ideas, accessibility, flexibility and, most of all, personal service.
    Read More >>

    Health and Welfare Services

    Marcum Financial Services Corporate Benefits Group offers a range of core services as well as fee-based services. Read More >>

    Individual Retirement Planning
    Retirement Income Planning

    The key to a financially independent retirement is proper planning. Planning for retirement is an ongoing process.   Read More >>

     
     
 
 
 
 
 
 
MANAGEMENT
 
ABOUT US

Gerald A. Shantzer, CPA*, PFS
Executive Vice President
Marcum Financial Services LLC

Investmant Management Consultant
Raymond James Financial Services

1600 Market Street, 32nd Floor
Philadelphia, PA 19103
Phone: 215.297.2570
Email: jerry.shantzer@marcumfs.com

Subject Matter Expertise
Comprehensive Financial Planning
Wealth Management
Investment Planning
Alternative Assets
Retirement Planning
College Planning
Estate and Legacy Planning
Asset Preservation Planning
Insurance Planning
Family Business Consulting

Practice Focus
High Net-Worth Individuals & Families
Business Owners
Corporate Executives
Corporate Retirement Plans
Closely-Held Companies
Family-Owned Businesses

*Licensed by the Commonwealth of Pennsylvania

Raymond James does not provide accounting services.

Check the background of this investment professional on
FINRA's BrokerCheck

Gerald A. Shantzer is Executive Vice President of Marcum Financial Services LLC. He provides strategic wealth management and comprehensive financial planning services for his clients. Mr. Shantzer has more than 25 years experience working directly with business owners, executives, professionals, and high-net-worth individuals and their families with developing personalized wealth accumulation, preservation and transfer strategies based on their unique needs, goals and objectives. The planning process, in many cases, involves working in concert with the clients’ other professional advisors. Once a plan is developed, Mr. Shantzer assists with or leads the implementation process to bring the plan to reality.

As a Raymond James Branch Manager, Mr. Shantzer assists clients with their wealth management, including access to a select universe of professional money managers and alternative investments. In addition, he works with trustees and third party administrators in the design, development and servicing of corporate retirement plans.

Mr. Shantzer brings an array of experience to the financial services practice. He started his career at a national accounting firm where he was named Partner. In 1990, he became a Partner at a firm which in 2009 joined Marcum LLP, an accounting and advisory services firm and member of the Marcum Group. Many of his clients were growing, family-owned or entrepreneurial-spirited businesses, some of which became public entities. Working closely with ownership of these entities, Mr. Shantzer became involved with financial matters that impacted both the business and individual owners. As individual or family wealth was created, Mr. Shantzer acted as a trusted advisor working with many financial services and other professional advisors in managing and helping to protect family wealth and in developing estate and family business succession plans. More than 10 years ago, based on his financial service focus, Mr. Shantzer led the formation of a wealth management practice which became part of Marcum Financial Services.

Mr. Shantzer is a registered representative with Raymond James Financial Services. He is an investment advisor representative, a registered principal, a municipal securities limited principal and is a licensed insurance
producer.

Professional & Civic Affiliations
American Institute of Certified Public Accountants (AICPA)
Pennsylvania Institute of Certified Public Accountants (PICPA)
Family Enterprise Institute, Former Board Member
Family Firm Institute
Association for Corporate Growth, Former Board Member
U.S. Department of Commerce Mid-Atlantic District Export Council,
   Former Council Member
Jewish Community Centers of Greater Philadelphia-Klein Branch, Past President

Education
Bachelor of Business Administration
Temple University

 

Check the background of this firm on FINRA's BrokerCheck

ABOUT RAYMOND JAMES LOCATIONS
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Marcum Financial Services, An Independent Firm

Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC

Investment advisory services at the New Haven, CT office are offered through Raymond James Financial Services Advisors, Inc.

NEW YORK, NY
750 3rd Avenue, 11th Floor
New York, NY 10017

MELVILLE, NY
10 Melville Park Road
Melville, NY 11747
ROSELAND, NJ
105 Eisenhower Pkwy, Suite 301
Roseland, NJ 07068

WEST PALM BEACH, FL
525 Okeechobee Blvd, Suite 750
West Palm Beach, FL 33401
PHILADELPHIA, PA
1600 Market Street, 32nd Floor
Philadelphia, PA 19103

NEW HAVEN, CT
555 Long Wharf Drive, 8th Floor
New Haven, CT 06511 
DEERFIELD, IL
9 Parkway North, Suite 200
Deerfield, IL 60015
IRVINE, CA
1920 Main Street, Suite 950
Irvine, CA 92614
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