Anyone can say they’re a “Financial Planner,” only a CFP® can prove it.
Gerald “Jerry” Shaw, CFP® is the Founder and CEO of Summit Advisors, LLC, an independent tax and financial planning firm dedicated to developing comprehensive financial plans that are as unique as its clients. Jerry has established a nearly 30 year career, specializing in creating diversified investment and retirement portfolios, durable streams of income and tax reduction solutions. As a CFP®, he has met and continues to uphold the rigorous levels of education, examination, experience and ethics to be called a Certified Financial Planner (tm) Professional.
We take care of people who take care of people.
Jerry has helped many of his professional peers – doctors, attorneys, business owners, executives, retirees, etc. – to lead more fulfilling lives through the careful and continued management of their assets. He fully understands just how long it took many of them to accrue the wealth they trust him to invest and he places a high level importance on careful and prudent decision-making regarding its diversification, distribution and growth.
It has been his honor and privilege to help those in their times of deepest need: during divorce, the death of a loved one or even when their own lives are nearing an end. Many of his clients need him most during these times of transition and he is always there to provide a listening, empathetic ear, objective advice and complete confidentiality.
Prior to starting Summit Advisors, LLC, Jerry was a Partner at Capitol Financial Group in his hometown of East Lansing, Michigan. During his tenure there, he serviced dozens of clients, including Child and Family Services of Michigan.
Before becoming a partner at Capitol Financial Group, Jerry was repeatedly a top producer at both Sun Life and Prudential.
Jerry is a graduate of the University of Michigan, where he received his MA in English Literature. He successfully passed the rigorous and practical CFP(r) board examination on his first attempt and earned his Certified Financial Planner(tm) (CFP (r) ) designation in 2000.
A native of Michigan, Jerry is married to his wife of 33 years, Cindy, a public school teacher. He is a proud father and grandfather. Jerry is currently working toward a PhD in Integral Studies at Wisdom University in San Francisco, California. He is an active member of the Seminole Chamber of Commerce and an usher at First Unity Church in St. Petersburg, FL. He is a Paul Harris Fellow and Ex Chapter-President for Rotary International. Jerry is an avid golfer and participates in a local league.
Joan Golden is Jerry’s executive assistant and right-hand gal. She helps Jerry stay organized, keeps track of operations and helps take care of our clients. She joined Summit Advisors in 2007 and has been keeping the ball spinning ever since. She brought to the firm over 30 years of experience in bookkeeping and customer service with Xerox. Her attention to detail and care-factor are indispensable to both Jerry and our clients. Joan has been married to her husband James for over 11 years, has 5 grown children and many grands and greats. When she’s not at Summit, she’s an active Deaconess at her church, where she heads up multiple ministry programs, outreach activities and the church’s prayer vigilance program.