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Our financial advice team


Henry Davidson, Private Wealth Advisor serving the Garden City, NY area - Ameriprise Advisors

Henry Davidson

CFP®, ChFC®, CLU®, APMA

Private Wealth Advisor

Davidson, Maneri & Associates
43
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Small Business
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BA - Stony Brook University 1981

Community participation

Coalition Against Child Abuse and Neglect - Board Member

Merrick Kiwanis Club - Member

Interests

Henry and his wife, Linda have two grown daughters—Rebecca, who is a member of the practice, and Alexandra, an international corporate attorney practicing law in Manhattan. When not in the office or spending time with his family, you can find Henry on the golf course, cooking, biking, traveling, enjoying mixology and promoting philanthropy for the Safe Center of Long Island.