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Our financial advice team


Jeri Lynn Davidson

Jeri Lynn Davidson

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Ascend Wealth Partners
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 12 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Income Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Charitable Giving

Interests

  • I've run in 10 marathons, including the Boston Marathon in 2009.
  • I enjoy golf, boating, and sailboat racing in the spring and summer.
  • I love animals and currently have three cats.

Awards & recognition

  • Ameriprise Circle of Success, 2005-2011
  • Five Star Wealth Manager, 2012

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU® Chartered Life Underwriter®

Education

  • North Carolina State University, B.S., 1979
  • University of Minnesota, M.Ed., 1986

Professional associations

  • Financial Planners Association
Newsletter

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Community participation

  • Financial Planning Association of Charlotte-Board of Directors, 2005-2013
  • Mallard Creek Presbyterian Church Finance Committee and Capital Campaign Committee
  • Charlotte Lesbian and Gay Fund-Board of Directors, 2016-2020.