Professional

Before Gerry can speak intelligently about the services that might be appropriate for you and your family, he needs to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know Gerry.

Career Summary
Gerry Maurer began his business career with American Airlines in New York City. After his Navy service, he settled in Seattle, owning and operating several private businesses prior to joining Northwestern Mutual Financial Network in 1985.
Gerry Maurer's practice is focused on estate preservation and transfer, as well as business succession solutions and executive benefits. In estate analysis, Gerry's primary focus is on helping clients articulate their goals and objectives, visualizing the legacy they want to create for their family and community. He also assists his clients in realizing their philanthropic goals as part of their overall estate.
He works with privately held companies to understand their goals for business growth, succession and transition. This often includes assisting with solutions for the exit strategies for the owner(s).
 
 Education
  • BA (Economics) from Stanford  
  • MBA from Columbia
Professional Certifications and Designations
As a Estate Strategies Group Advisor, Gerry Maurer believes professional credentialing is critical to provide expert help and excellent service to his clients.  Gerry has achieved the following certifications and professional designations:
Awards and Recognition
Associations and Memberships
Speaking Engagements
Over the years, Gerry Maurer has been invited by many to speak on estate and business planning concepts advanced uses of insurance for estate and business planning, as well as wealth accumulation strategies. Gerry is a frequent speaker to community and professional groups such as law and accounting firms, financial service professionals, and bank trust companies. Gerry has also spoken at Northwestern Mutual's Annual and Regional meetings.

P Gerry Maurer, CLU®, AEP®, ChFC®

Estate & Business Planning Advisor

 

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