Jerry David, MBA, CLU, CFPtm

Current

Wealth Management Advisor at Northwestern Mutual Wealth Management Co

Education

Marquette University
University of Wisconsin-Milwaukee

Recommended

1 person has recommended Jerry

Connections

124 connections

Industry

Investment Management

Websites

My Website

Jerry David, MBA, CLU, CFPtm’s Summary

Jerry David is a Wealth Management Advisor with the Northwestern Mutual Wealth Management Company, which offers high quality investment and wealth management programs and services for high net worth clients. The company’s mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security.

Jerry David can help create a complete financial plan - whether a client is focused on managing current financial success, or on protecting and preserving assets over the long-term. For additional information, call Jerry David at 414 203-6016 or visit his Web site at
http://www.jerry-david.com

Jerry David, MBA, CLU, CFPtm’s Specialties:

Advisory Services
Trust Services
Estate Planning
Business Planning
Financial Planning
Wealth Accumulation

Jerry David, MBA, CLU, CFPtm’s Experience

Wealth Management Advisor

Northwestern Mutual Wealth Management Co

(Privately Held; Financial Services industry)

January 1999 — Present (11 years )

Jerry David understands complex financial issues, and how they can affect life goals. He works with clients to fully understand their situation, and looks to build a relationship that will serve their needs over time. Please let Jerry David know how he might be able to help you realize your vision for the future.