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Marcum Financial Services

Gerald A. Shantzer


CPA*, PFS
 
Executive Vice President
Marcum Financial Services, LLC
Investmant Management Consultant
Raymond James Financial Services
*Licensed by the Commonwealth of Pennsylvania
Raymond James does not provide accounting services.
 

1601 Market Street
4th Floor
Philadelphia, PA 19103

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
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

Education

Bachelor of Business Administration
Temple University

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ABOUT RAYMOND JAMES

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 Practice

Marcum Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. and Marcum Financial Services, LLC.

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Headquarters
10 Melville Park Road
Melville, NY 11747

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631.414.4020
info@marcumfs.com

 

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