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An Ameriprise Private Wealth Advisory Practice

 
 
Jeri Lynn Davidson Ameriprise Financial Advisor

Jeri Lynn Davidson

CFP®, CLU®

Senior Financial Advisor

 

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(704) 987-9794

Lynn.J.Davidson@ampf.com

 
 
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J. LYNN DAVIDSON & ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.

Office Location

16315 Northcross Drive
Suite D
Huntersville, NC 28078-5002
Map (704) 987-9794

License Information

I am licensed and registered to conduct business in NC.

Based on licenses and registrations I hold, I may also conduct business in GA, AZ, SC, VA, FL.

It's always tax season

Taxpayers often miss opportunities to make tax-smart moves. Decisions made now about charitable gifts, education accounts and retirement plans can benefit you later. Contact me about finding strategies to help you manage your taxes.

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  • Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
  • Ameriprise Financial cannot guarantee future financial results.
  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.

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