Bringing Confidence to Your Investment Planning

Jeff Davidson, CFP® is co-founder and serves as Managing Partner and Private Wealth Advisor of Princeton Wealth Management Group, LLC. He is responsible for providing sophisticated wealth management and planning strategies to his clients while guiding the overall direction of the company. 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 wealth 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.

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 and insurance licenses and the CFP® certification, Jeff completed hours of rigorous course work to receive a Financial Planning Certificate from The School of Continuing and Professional Studies at Kaplan University.

If he’s not working, he enjoys tennis, pickleball, CrossFit, golf, boating, skiing and spending as much time as possible with his wife Jessica and daughter and son.

Fran Buckley is a partner and private wealth advisor of Princeton Wealth Management Group, LLC.  With over two decades of experience as a financial advisor, Fran has served his clients' financial interests through hard work and a common-sense approach to successful investing. Fran's extensive experience through various stock, bond, and real estate market cycles enables him to assist clients in structuring portfolios designed to manage risk and meet their financial objectives.

Fran attended Marquette University, and in 1988, received a Bachelor of Science in Engineering.  He has completed all applicable securities and insurance registrations and licenses.

Fran enjoys a variety of activities including golf, basketball, traveling, reading and exercise as well as spending time with his wife and three daughters.

Scott Erickson, Financial Advisor, joined Princeton Wealth Management Group, LLC as a Partner in October 2020 after 27 years of advising affluent individuals and families while at Merrill Lynch and Wells Fargo Advisors.  Scott’s focus is on the post-retirement distribution of assets.  After years of accumulating wealth, our clients look to us for guidance on how to efficiently distribute money to themselves, their families, and philanthropic interests. 

Scott earned a Bachelor of Arts at Gettysburg College and an MBA from Rutgers University.  He has been recognized within the firm from 2010 to 2023 with the Platinum Council distinction.  The  Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

Scott has two grown children, and resides in Lawrenceville, NJ with his wife Nancy.  Outside the office, Scott enjoys sharing his time and experience with friends, and folks in need.

California Insurance License 0C64621
Resident State: NJ

CA Insurance License number: 312854. State of Residence: NJ