Gerald A. Shantzer

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.