Jerry David, MBA, CLU®, CFP®, AEP®, CPWA®, RICP®
Login to view DISC.As Founder and CEO of Prescient Financial Solutions, Jerry David leads his team in providing comprehensive financial planning and private wealth management. A former engineer with an MBA from Marquette University, he has been repeatedly recognized by Forbes and Barrons as a top financial advisor in Wisconsin.
Jerry and his wife, Peggy, live in Franklin and enjoy spending time with their two children, Jackson and Jenna. A self-described "car guy at heart, " his personal passions include restoring, collecting, and racing cars in his free time.
Before beginning his successful career in finance in 1999, Jerry was a professional engineer (PE) and worked in manufacturing management.
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