Jerrold E. Slutzky, J.D., CFP®, President

Jerrold E. Slutzky, CFP President of

Welcome to the Tampa Bay Wealth Advisory Services website.  We are a Tampa Florida based provider of professional wealth advisory services including: tax management, investment management, retirement strategies, estate conservation and we offer insurance and annuity products.

We have a wealth of information and resources available to you in the form of newsletter articles, calculators, and research reports, as well as a link to your accounts via eMoney Advisor.

We’re here to help educate you about the basic concepts of financial management, to help you learn more about who we are, and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Jerrold E. Slutzky, J.D., CFP®
Investment Advisor Representative
LPL Financial