Primary Role: Wealth Manager; Retirement Planner
Gerard F. (Gerry) Stellwagen has over 40 years of experience in financial services. He started his business career at the international accounting firm of Peat, Marwick, Mitchell & Co. (now KPMG) in New York City. During his 11 years as a practicing CPA, he attained the status of Tax Partner with with BDO/Seidman with primary responsibilities for numerous individual and business clients, including politicians, top executives of Fortune 100 companies and many owners of closely-held businesses. He was published often in professional journals and co-authored a book on Taxation used by the AICPA as a training course for CPAs.
In the early 1980s, Gerry entered the then fledgling financial planning arena. He was intrigued by the ability to not only advise clients about taxes, but to be conversant in other financial matters such as insurance and investments.
During the last 24 years, Gerry has worked in a variety of roles. However, all of them have dealt with what is now known as “Wealth Management.” Put simply, Wealth Management is the art and science of helping people get control of their assets and achieve their goals for themselves and their families.
Gerry designs and manages company retirement plans, such as 401(k) plans and nonqualified deferred compensation plans for company executives.
Gerry coordinates the efforts of other professionals and provides access to financial processes and products from his wide range of associates. .
He holds the following designations:
- Certified Public Accountant
- Personal Financial Specialist
- Certified Financial Planner
- Charted Life Underwriter
- Chartered Financial Consultant
- Certified in Long Term Care
Florida Tax and Wealth Advisors, LLC is a Registered Investment Advisor with the State of Florida; its principal place of business is in Venice, Florida. Gerry Stellwagen is an Investment Advisory Representative of Florida Tax and Wealth Advisors, LLC as well as its owner and CEO. Gerry is a member of the National Ethics Association and the American and Florida CPA societies.