About Jerrold E. Slutzky, J.D., CFP®

Jerrold E. Slutzky, J.D., CFP®  is President of Tampa Bay Wealth Advisory Services in Land O' Lakes, Florida (a suburb of Tampa) and has been helping clients with their financial goals for over 30 years. 

Jerry has a Bachelors of Science Degree in Finance from the University of Illinois and a Juris Doctor Degree in Law from the John Marshall Law School in Chicago, Illinois.

In 1977, Jerry obtained his Illinois law license and opened his own law firm in Chicago, which focused on business and family financial matters such as estate, retirement, and tax planning, as well as many other areas of the law. 

In 1988, Jerry and his family decided to move away from the Chicago winters in favor of the Florida sunshine.  He has been employed in the financial services industry in the Tampa Bay area ever since.

In addition to being a CERTIFIED FINANCIAL PLANNER tm -professional, he has his Series 7 (General Securities), Series 63 (Uniform State Securities), Series 65 (Investment Advisor Representative),with LPL Financial and Florida insurance licenses (Life, Variable Life, and Health). 

With the combination of over 30 years experience in the legal and investment arenas, Jerry also serves as an arbitrator in adjudicating investor disputes before the Financial Industry Regulatory Authority (FINRA).

When not in the office or out giving educational lectures, Jerry is an active supporter of community theatre in the Tampa Bay area, and can usually be found performing on stage in one Broadway musical or another.