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Jeri Lynn Davidson
Jeri Lynn Davidson
CFP®, CLU®
Senior Financial Advisor

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

Lynn.J.Davidson@ampf.com

J. LYNN DAVIDSON & ASSOCIATES

An Ameriprise Private Wealth Advisory Practice


I understand that you have a lot at stake in today’s complex markets. You’ve worked hard over the years to build your net worth. Now, you're looking for ways to safeguard your dreams while still finding appropriate investing opportunities to help you reach them.

That's where I can help. I'll start by listening to your goals and dreams for the future, and work with you to build a financial plan tailored to those goals that includes wealth protection strategies appropriate for today's market. In addition, I'll work with you to find investing opportunities that are aligned with your plan.

That's why now, more than ever, you need a plan.
 

Professional Associations

  • Financial Planners Association

Areas of Focus

  • Investment Advice
  • Income Tax Planning Strategies
  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Protection and Insurance
  • Estate Planning Strategies
  • Charitable Giving
  • Asset Allocation
  • General Financial Planning

License information
I am licensed and registered to conduct business in NC. Based on licenses and registrations I hold, I may also conduct certain business in FL, GA, SC, VA, AZ

Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.


A private wealth advisory practice of Ameriprise Financial Services, Inc.