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Jerry David

Wealth Management Advisor

  • MBA
  • CLU®
  • CFP®
  • AEP®
FINRA BrokerCheck
330 E Kilbourn Ave, Ste 950
Milwaukee, WI 53202
414-203-6016 Visit my website Back to Advisors in Wisconsin

About my practice

Jerry David and his team provides localized service and financial planning. Prescient Financial Solutions helps individuals optimize the accumulation, protection, distribution and succession of their wealth and businesses and owners to optimize their human capital and manage their continuity and succession planning. Realize your vision for a financial future well designed.

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