Jerry David

Jerry David

Wealth Management Advisor

  • MBA
  • CLU®
  • CFP®
  • AEP®
  • CPWA®
FINRA BrokerCheck
330 E. Kilbourn Ave., Suite 950
Milwaukee, WI 53202
414-203-6016 Visit my website

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.

Get in touch

Google Map