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Jerry David, Mba, Clu®, Cfp®, Aep®, Cpwa®, Ricp® Email & Phone Number
Founder and CEO
at
Prescient Financial Solutions
1 work email found
@bellsouth.net
5 phones found area 414
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder and CEO
Location
United States
Company size
Who is Jerry David, Mba, Clu®, Cfp®, Aep®, Cpwa®, Ricp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jerry David, Mba, Clu®, Cfp®, Aep®, Cpwa®, Ricp® is listed as Founder and CEO at Prescient Financial Solutions, a with 25 employees, based in United States. AeroLeads shows a work email signal at bellsouth.net, phone signal with area code 414, and a matched LinkedIn profile for Jerry David, Mba, Clu®, Cfp®, Aep®, Cpwa®, Ricp®.
Jerry David, Mba, Clu®, Cfp®, Aep®, Cpwa®, Ricp® holds B.S, Mechanical Engineering from University Of Wisconsin-Milwaukee.
Company email context
Email format at Prescient Financial Solutions
This section adds company-level context without repeating Jerry David, Mba, Clu®, Cfp®, Aep®, Cpwa®, Ricp®'s masked contact details.
*@bellsouth.net
68% confidence
AeroLeads found 1 current-domain work email signal for Jerry David, Mba, Clu®, Cfp®, Aep®, Cpwa®, Ricp®. Compare company email patterns before reaching out.
Profile bio
About Jerry David, Mba, Clu®, Cfp®, Aep®, Cpwa®, Ricp®
Realize your vision for a financial future well designed.As Founder and CEO of Prescient Financial Solutions of Northwestern Mutual, Jerry David leads the team in providing comprehensive, well engineered financial planning with high caliber private wealth management and trust solutions.Prescient Financial Solutions helps individuals and businesses optimize the accumulation, protection, distribution and succession of their wealth by providing expertise in the interdependence of how different aspects of financial planning fit together.To learn more about Prescient Financial Solutions and our values-based planning, visit our website: http://www.pfs.nm.com
Listed skills include Estate Planning, Leadership, Business Planning, Management, and 24 others.
Current workplace
Jerry David, Mba, Clu®, Cfp®, Aep®, Cpwa®, Ricp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Prescient Financial Solutions
3 roles
Jerry David, Mba, Clu®, Cfp®, Aep®, Cpwa®, Ricp® work experience
A career timeline built from the work history available for this profile.
Founder And Ceo
Founder And Ceo
Areas of Expertise:-Private Client Services-Trust Services-Estate and legacy Planning-Fiduciary Portfolio Management-Retirement Distribution Strategies-Business Succession Planning
2 education records
Jerry David, Mba, Clu®, Cfp®, Aep®, Cpwa®, Ricp® education
B.S, Mechanical Engineering
University Of Wisconsin-Milwaukee
Mba
Marquette University
FAQ
Frequently asked questions about Jerry David, Mba, Clu®, Cfp®, Aep®, Cpwa®, Ricp®
Quick answers generated from the profile data available on this page.
What company does Jerry David, Mba, Clu®, Cfp®, Aep®, Cpwa®, Ricp® work for?
Jerry David, Mba, Clu®, Cfp®, Aep®, Cpwa®, Ricp® works for Prescient Financial Solutions.
What is Jerry David, Mba, Clu®, Cfp®, Aep®, Cpwa®, Ricp®'s role at Prescient Financial Solutions?
Jerry David, Mba, Clu®, Cfp®, Aep®, Cpwa®, Ricp® is listed as Founder and CEO at Prescient Financial Solutions.
What is Jerry David, Mba, Clu®, Cfp®, Aep®, Cpwa®, Ricp®'s email address?
AeroLeads has found 1 work email signal at @bellsouth.net for Jerry David, Mba, Clu®, Cfp®, Aep®, Cpwa®, Ricp® at Prescient Financial Solutions.
What is Jerry David, Mba, Clu®, Cfp®, Aep®, Cpwa®, Ricp®'s phone number?
AeroLeads has found 5 phone signal(s) with area code 414 for Jerry David, Mba, Clu®, Cfp®, Aep®, Cpwa®, Ricp® at Prescient Financial Solutions.
Where is Jerry David, Mba, Clu®, Cfp®, Aep®, Cpwa®, Ricp® based?
Jerry David, Mba, Clu®, Cfp®, Aep®, Cpwa®, Ricp® is based in United States while working with Prescient Financial Solutions.
What companies has Jerry David, Mba, Clu®, Cfp®, Aep®, Cpwa®, Ricp® worked for?
Jerry David, Mba, Clu®, Cfp®, Aep®, Cpwa®, Ricp® has worked for Prescient Financial Solutions.
How can I contact Jerry David, Mba, Clu®, Cfp®, Aep®, Cpwa®, Ricp®?
You can use AeroLeads to view verified contact signals for Jerry David, Mba, Clu®, Cfp®, Aep®, Cpwa®, Ricp® at Prescient Financial Solutions, including work email, phone, and LinkedIn data when available.
What schools did Jerry David, Mba, Clu®, Cfp®, Aep®, Cpwa®, Ricp® attend?
Jerry David, Mba, Clu®, Cfp®, Aep®, Cpwa®, Ricp® holds B.S, Mechanical Engineering from University Of Wisconsin-Milwaukee.
What skills is Jerry David, Mba, Clu®, Cfp®, Aep®, Cpwa®, Ricp® known for?
Jerry David, Mba, Clu®, Cfp®, Aep®, Cpwa®, Ricp® is listed with skills including Estate Planning, Leadership, Business Planning, Management, Consulting, Coaching, Integrity, and Retirement Planning.
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