Jerry Davidse
Chief Executive Officer · CFP®. Leads the firm and works with executives and families on the whole financial picture.
Jerry Davidse, CFP® has worked closely with leading families across the U.S. as a wealth manager since 2001, advising them on wealth planning, custom investment portfolios and risk management strategies. He believes in clear communication with clients and provides simple recommendations for complex financial decisions. Jerry earned two degrees from the business school at Villanova University in 2001.
Jerry was awarded the CERTIFIED FINANCIAL PLANNER™ certification in 2005 by the Certified Financial Planner Board of Standards, Inc. He was previously a Vice President at Morgan Stanley and Senior Vice President at Merrill Lynch before founding Presilium Private Wealth in 2022. He was recognized by Forbes in 2021 as one of the top wealth advisors in Pennsylvania.
Jerry enjoys traveling, golf, coaching youth sports and has run four marathons. He and his wife live in Radnor, Pennsylvania, with their son, Jake, and daughter, Emma.
- CFP®
- Villanova University, Villanova School of Business (two degrees, 2001)
- CERTIFIED FINANCIAL PLANNER™ (2005)
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.