Jerry David

Jerry David

Wealth Management Advisor

  • MBA
  • CLU®
  • CFP®
  • AEP®
  • CPWA®
FINRA BrokerCheck
  • AR License: #2219809
  • CA License: #0F58193

330 E. Kilbourn Ave., Suite 950
Milwaukee, WI 53202
414-203-6016 Visit my website

About my practice

Prescient Financial Solutions helps individuals and businesses optimize the accumulation, protection, distribution and succession of their wealth by providing expertise in the interdependence of how all aspects of financial planning fit together

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