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“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
“I have a bulletin board with hundreds of client thank-you notes on goals that they have reached working with me. This is what drives me every day,” says Jerry Davidse, CEO of Presilium Private Wealth.
With the hopes of providing clients with a more personalized experience, after years of establishing his expertise at larger firms like Morgan Stanley and Merrill Lynch, Davidse knew it was time to embark on a new journey and start his own wealth management firm.
In 2022, he started Presilium Private Wealth and has remained dedicated to providing amazing client experiences to successful families and individuals.
“All of our clients have a financial plan, an investment policy statement, receive a quarterly review, an invitation to a monthly client event, and a weekly update email from our team,” he says.
The Presilium CEO never shies away from going above and beyond for his clients, even if it means helping those he is not directly in business with.
Davide says, “We do really detailed financial plans not only for our clients but also for their children, for their parents, and even for their friends or other relatives to give them an experience that they wouldn’t normally be able to get at their current investment level.”
To further serve his clients, Davidse created a YouTube channel for Presilium, where he has posted one educational video per week for the past year. From topics ranging from estate plans to Roth conversions to pensions, the video series aims to make complex financial concepts easy to understand.
“Our clients love hearing from us once a week about a new financial planning topic or something in the news and hearing our perspective on it,” he says. “And again, the only way that we could do this was by having our own firm.”
Davidse’s efforts to personalize his client services have undoubtedly led to his firm’s rapid success. Since Presilium’s inception last year, the firm’s total AUM has reached over $400 million. Although he is at the top of his game, the CEO continuously seeks out opportunities to evolve and grow.
“I am constantly learning from other successful people and don’t see them as competition,” says Davidse. “There are millions of Americans that need our help, and we should work together to get to the highest possible level as an industry.”
150 N. Radnor Chester Road, Suite F110, Radnor, PA 19087
215 982 4141
jerry@presiliumpw.com
linkedin.com/in/jerrydavidse
presiliumpw.com
Jerry Davidse
Chief Executive Officer
Presilium Private Wealth
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“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
2001–2011
2011–2022
2023
2017
Present
2001–2011: Financial Advisor at Morgan Stanley
2005: Certified Financial Planner
2001–
2011
2011–2022: Financial Advisor and Senior Vice President at Merrill Lynch
2021: Forbes Best in State
2022: Founded Presilium Private Wealth
2011–
2022
AdvisorHub Advisor to Watch
2023
Signed contracts with SIAA - Scratch Agency as Independent
Earned CIC designation
“40 Under 40” awardee in Sheridan, WY
2017
Director, Insurance Operations at Hub Financial since 2017
Western Ontario Regional Manager at McDougall Insurance & Financial since 2019
Present
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones