Professional

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

Jerry David's Background

Education

  • Bachelor of Science in Mechanical Engineering from University of Wisconsin-Milwaukee
  • Masters in Business Administration from Marquette University

Awards and Recognition

  • Northwestern Mutual-Downtown Milwaukee Financial Representative of the Year for 2005, 2006, 2007, 2008, 2009, 2011, 2013 and 2014
  • Million Dollar Round Table Top of the Table for 2012-2015
  • Northwestern Mutual Forum 2005-2009, 2011-2015
  • Northwestern Mutual-Downtown Milwaukee Concierge Club

Associations and Memberships

 

Professional Organizations

Jerry is a member of the National Association of Estate Planners & Councils.  The National Association of Estate Planners & Councils (NAEPC) is a national organization of professional estate planners and affiliated local Estate Planning Councils focused on establishing and monitoring the highest professional and educational standards.  NAEPC fosters public awareness of the quality services rendered by professionals who meet these standards.  NAEPC builds a team approach involving cross-professional disciplines to better serve the public’s need in estate planning.

Jerry is also a member of the Association of Certified Financial Planners™ (CFP®). CFP Board is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics and other requirements for CFP® certification.

Jerry is also a member of the Million Dollar Round Table-Top of the Table  Million Dollar Round Table's Top of the Table is an exclusive forum for the world's most successful life insurance and financial services professionals.  These people are committed to providing exemplary client service while displaying the highest standards of ethics and professional knowledge.

Top of the Table members exchange advanced sales ideas, productivity ideas and develop interpersonal relationships in an international network of leading insurance and investment financial services producers and advisors. All are members of MDRT, The Premier Association of Financial Professionals, and have met qualifications far in excess of those required for MDRT membership.


Personal Memberships and Associations

 

Jerry David, MBA, CLU®, CFP®, AEP®
Wealth Management Advisor


Prescient Financial Solutions

 

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