Jeffrey W. Davidson, CFP®

Jeffrey W. Davidson, CFP®

Managing Partner

Jeff Davidson is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Accredited Asset Management Specialist (AAMS®) and managing partner of the Princeton Wealth Management Group, LLC.  With almost two decades of experience as a financial advisor and CFP®, Jeff is dedicated to putting the interests of his clients first. He brings to the practice a rigorous attention to detail, a thoughtful investment and financial planning approach and a strong commitment to client service. Using creative but disciplined investment and planning strategies, Jeff helps clients work towards growing and preserving capital to help meet financial and personal goals, objectives, accomplishments and aspirations.

Jeff attended the University of Richmond, and in 1999, received a Bachelor of Science in Business Administration degree with a concentration in finance. In addition to applicable securities, commodity and insurance licenses, the CFP® and AAMS®, Jeff completed hours of rigorous course work to receive a Financial Planning Certificate from The School of Continuing and Professional Studies at Kaplan University.

Jeff is involved in the community as a member of the Mercer County Estate Planning Council, a board member of Princeton Little League as well as the head coach of his son's Princeton Little League team and member of Little Egg Harbor Yacht Club where he chairs the tennis committee.  If he's not working, you'll likely find Jeff on the golf course or tennis court, on Long Beach Island, on his boat, running, skiing or spending as much time as possible with his wife Jessica and daughter and son.

Phone (609) 279-9511
Fax (609) 279-9514