Jeff Davidson, CFP® serves as managing partner of Princeton Wealth Management Group, LLC. He is responsible for providing sophisticated wealth management and planning strategies to his clients. With over 20 years of experience, 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 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, insurance licenses and the CFP®, 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 has been recognized within the firm as a Premier Advisor in 2018, 2019, 2020, 2021 and 2022. The Premier Advisor distinction is held by a select group of financial advisors within Wells Fargo Advisors Financial Network as measured by completion of risk and compliance training, business production based on the past year and professionalism. Net asset flow (NAF) may also be used to determine recipients.
Jeff is involved in the community as a board member of Princeton Little League as well as coach of his son’s little league team. He is member of the Little Egg Harbor Yacht Club in Beach Haven, NJ and serves as chairman of the tennis committee. If he’s not working, he enjoys tennis, golf, boating, skiing and spending as much time as possible with his wife Jessica and daughter and son.