Prescient Financial Solutions helps pre-retirement individuals, business owners, corporate executives and
those becoming affluent to manage the accumulation, distribution and succession of their wealth. With our
attention to detail and uncanny knack of envisioning potential variables, we act as financial engineers who
craft integrated plans and consistently fine-tune them for optimized results.
Congratulations to Jerry David. His dedication and passion for putting clients first and helping them
live the life they want has made him one of the industry's top financial advisors for 2019, 2020 and
2021. And he's also been named a Best-In-State wealth advisor and Top Financial Security
Professional by Forbes.
Also recognized in 2019
Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
Forbes "Best-in-State Wealth Advisors" list (April 2022), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2021.
Forbes Top Financial Security Professionals list (July 2022). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2021.
Forbes Top Financial Security Professionals list (October 2021). Research and ranking provided by SHOOK Research. Based upon 2020 Data.
The Financial Times “Top Financial Advisers” list (April 2020). Produced annually by Ignites Research, on behalf of the Financial Times. Data as of 6/30/2019.
The Financial Times “Top Financial Advisers” list (April 2019). Produced annually by Ignites Research, on behalf of the Financial Times. Data as of 6/30/2018.