Jerry Davidse, CFP®

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.

*The Forbes Top Wealth Advisors in Pennsylvania award was announced on February 11th, 2021. Data for the calendar year of 2022 was provided and considered for this award. The application process was stringent and evaluates many factors across a vast number of advisors across the country. The state ranking covers 5,224 of the best financial advisors in the nation. More than 32,000 financial advisors were nominated by their peers. SHOOK Research analysts reviewed surveys and conducted more than 15,000 virtual, telephone and in-person interviews with advisors.   This award was not designed to achieve a predetermined result. 

As part of the research process, each advisor completes a survey, then SHOOK Research analysts contact each advisor, scheduling meetings by telephone, virtual and in-person to discuss each advisor’s best practices, such as servicing clients. The evaluation also includes a review of compliance records, the extent of community involvement and the investing process.  

SHOOK Research uses a proprietary algorithm to weigh additional considerations such as revenue trends, assets under management and industry experience. Advisors must have at least seven years of professional experience to qualify for consideration.

Our Team