Gerry Saelzer
gerry.saelzer@raymondjames.com
Gerry's experience as a financial advisor and a certified public accountant enables him to help clients plan in a tax-efficient manner. Balancing the need for consistent, long-term income with the preservation of principal is one of his main objectives.
He also has extensive experience and expertise in fixed income investments such as bonds that he uses to analyze and manage the fixed income holdings of the firm's clients.
Earlier in his career, he served as a senior accountant for Proctor, Crook & Crowder CPAs. His duties included preparing federal and state income tax returns, assisting clients with their tax planning and implementing advantageous tax strategies for his clients.
He earned a bachelor's degree in business administration and a master's degree in accounting from Florida Atlantic University. In 1989 he attained his Certified Public Accounting designation and relocated to Stuart, Fla.
Gerry was an active member on the Finance Committee of Martin County's Council on Aging and continues to support the organization. Additionally, he is a former president of the Florida Institute of Certified Public Accountants, Sailfish Chapter. Gerry also has an enormous passion for animals and is an advocate for the Treasure Coast Humane Society.
Gerry grew up in Port Jefferson, N.Y. He moved to South Florida with his family in 1982 to further his education and finally settled in Stuart in 1989.