Mr. Jerrold Edward Slutzky

Jerrold E. Slutzky, J.D., CFP® is a Florida-licensed Attorney at Law and owner of The Slutzky Law Firm, which focuses primarily on Estate Planning Services ( wills, trusts, durable powers of attorney, health care surrogate designations, living wills, probate, guardianships, etc.) and Small Business Legal Services (start-ups, buy-sell agreements, drafting of legal documents, contract negotiations, succession planning, and general business law, counseling, and advice. Bachelor of Science Degree in Finance from the University of Illinois ( Champaign -Urbana ), and a Juris Doctor Degree in Law from the John Marshall Law School in Chicago, Illinois

The John Marshall Law School

J.D.

1974 - 1977

Honors: Gavel Society

University of Illinois - Urbana-Champaign

B.S. (1974) | Finance

1970 - 1974

Activities: Marching Illinis - Drum Major, Ski Club - President

Owner

Slutzky Law Firm

2011 - Current

Providing estate planning, probate, and business legal services in Safety Harbor and Land O' Lakes, Florida

President

Tampa Bay Wealth Advisory Services

2009 - Current

Providing financial planning and investment advisory services to investment clients

My "Everything" File

Richter Publications

November 1, 2017

CERTIFIED FINANCIAL PLANNER®

College of Financial Planning

Florida Bar Assocation

Member

Current

American Bar Association

Member

Current

Carrollwood Community Bar Association

Member

Current

Pinellas County Estate Planning Council

Current

Tampa Bay Business Owners

Current

BNI - Referral Exchange of Clearwater

Current

Tampa Bay Estate Planning Council

Member

Current

Financial Planning Association

Member

Current

Florida

• Free Consultation
• Credit Cards Accepted
• Rates, Retainers and Additional Information
  Depending on the nature of the work involved, many matters are handled on a flat-fee basis, but other matters are handled on an hourly basis. Fees will be discussed at the time of the initial free, no-obligation consultation.