Jay L. Marmer
Managing Director
Jay L. Marmer has dedicated his life to helping people and businesses accumulate and preserve assets for their families and employees. As the former Managing Partner and CFO and co-founder of Financial Security Services LLC, which merged with Global Trust Asset Management LLC in 2016, he continues to help clients pursue financial security, always putting the interests of his clients first.
As a dedicated financial professional he believes no client is “too small” and believes that more than ever today there is a unique opportunity to help individuals plan and understand how to better manage their retirement savings and financial life.
Jay’s greatest satisfaction comes from helping clients prepare for and enjoy a comfortable retirement without the stress or worry of running out of money. His energy is focused on personal and business financial services with an emphasis on retirement strategies uniquely positioned to help:
Small businesses
Healthcare Professionals
High Net Worth Families
Corporations
Government and Non-profit organizations
Office Phone: 561-472-0191
Mobile Phone: 561-352-8840
Email: jay.marmer@gbltrust.com
Areas of Expertise
Retirement Planning
Qualified / Non-Qualified
Retirement Plans
Financial Planning
Estate Planning
Investment Management
Alternative Investments
Education
Queens College of the City University of NY –
Bachelor of Science – MathematicsAmerican College Graduate School of Financial Sciences –
MS Financial ServicesChFC - Chartered Financial Consultant
CLU - Chartered Life Underwriter
Series 65 Securities License, Registered Investment Adviser Representative