Jerry Davidse
Chief Executive Officer · CFP®. Leads the firm and works with executives and families on the whole financial picture.
Jerry Davidse leads Presilium Private Wealth, setting the firm's direction and working directly with the families and executives it serves. As a CERTIFIED FINANCIAL PLANNER™ professional, he focuses on connecting the pieces of a client's financial life into a single, coherent plan.
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- CFP®
- [Education and designations to be added]
Forbes Best-In-State Wealth Advisor 2022, Jerry Davidse, CFP® 
AdvisorHub RIA to Watch 2022–2023, Jerry Davidse
Awards and recognitions are not indicative of future performance and may not be representative of any client’s experience. See our disclosures for each award’s criteria and whether compensation was paid.
What clients say about working with Jerry
We were managing multiple old pension and 401K accounts from various previous employees but without a definitive retirement plan or strategy. Jerry and his team were recommended by a trusted mutual friend, so we connected. Now we have a plan – and a date! Presilium not only manage our retirement strategy but also address any other financial, tax, will, and investment questions we have. Very pleased with the level of service and commitment from the team; the quarterly reviews of our plan with Brook are key for us to see we are on track to meet our goals, and retirement date. (Not to mention all the client events they arrange.)
Exceptional team in every way: client centric, responsiveness, knowledge in numerous financial areas, professionalism. I have been with Jerry for 20 years and he enabled me to retire as planned and to be living life better than I had imagined. My family and I are extremely grateful. And I too have recommended the team to family and friends. Thank you!!
The statements above are testimonials from current clients of Presilium Private Wealth. These clients were not compensated for their testimonials. Testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success. See our disclosures for more information.
Schedule a conversation with Jerry
The first conversation is 30 minutes, no preparation needed.