Pennsylvania’s Next-Generation Financial Planning Team Chooses Independence: Launches Presilium Private Wealth with Dynasty Financial Partners

ST. PETERSBURG, Fla.–(BUSINESS WIRE)–A Philadelphia financial planning team today announced its partnership with Dynasty Financial Partners and the launch of an independent wealth management firm, Presilium Private Wealth.

Presilium Private Wealth is an independent wealth management company, offering individuals simplified solutions supported by detailed financial plans. Four professionals from Merrill Lynch join Presilium Private Wealth, including 2 advisors: Jerry Davidse, CFP® and Brook Hart, CFP®. The two advisors are joined by Jackie Ellison, vice president of operations, and Kelley Casper, vice president of customer experience.

According to Jerry Davidse, Managing Director, “The COVID-19 pandemic has given us the opportunity to step back and reflect on our experience over the past 20 years and how we will serve our customers over the next 20. years. We feel closer than ever with our clients after successfully navigating a highly volatile market and having in-depth conversations with them about what is most important to them and their families. We have amazing customers and we believe we can now serve them even better.”

As an independent firm, the Presilium team works in an open architecture, which allows it to identify, evaluate and recommend the most appropriate solutions from an unlimited range of resource partners such as Dynasty Financial Partners . They also plan to use social media and video capabilities to communicate with their customers in the future.

“We are now able to work with a wide variety of experts to create and refine the ideal customer experience,” said Brook Hart, President and Chief Compliance Officer. “We are particularly interested in developing sophisticated digital media strategies to take advantage of industry trends and meet our customers where they are most interested. Additionally, our investment platform, technology, planning software and new customization capability will enable us to provide the highest level of service to our clients.

“We welcome Jerry, Brook and their team to the Dynasty Network and are delighted to say that Presilium Private Wealth is powered by Dynasty,” said Shirl Penney, CEO of Dynasty Financial Partners. Further, he said, “This next-generation Presilium team transitioning to a fully independent RIA model is further evidence of the continued movement of advisors choosing the option they believe is best for their clients, their team and their families.”

John Sullivan, Managing Director of Network Development at Dynasty, shared the following: “We believe Presilium Private Wealth will make a seamless transition to the fully independent RIA model and we couldn’t be prouder to have them join our distinguished network. As mentioned, the advanced technology and tools they now have access to will enhance their customer experience and resonate with prospects as they develop technology-enabled marketing capabilities to further grow their business. This team is very well positioned in the markets it serves and we expect significant growth in its business in the short and long term.

Institutional Loyalty® will act as custodian of Presilium Private Wealth. Fidelity Institutional provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and management and advisory practices to Registered Investment Advisors (RIAs), including strategic acquirers and managers professional assets, as well as pension agents, brokerage firms, banks, and insurance companies.

“With the launch of Presilium, Jerry, Brook, Jackie and Kelley are creating a dedicated team focused on helping clients achieve their life goals,” said David Canter, RIA and Family Office segment manager for Fidelity Institutional. “The transition to independence will give them the freedom to bring their company’s vision to life, and we’re thrilled to be on this journey with Dynasty, who have been a champion of independence over the years.”

To create a distinctive name, the team combined the words Prescience, Resilience and Equilibrium.

Learn more by visiting: www.presiliumpw.com

BIOS

Jerry Davidse, CFP®

CEO

Jerry has worked closely with families across the United States as a wealth manager since 2001, advising them on wealth planning, personalized investment portfolios and risk management strategies. He believes in clear communication with clients and provides simple recommendations for complex financial decisions. Jerry earned two degrees from Villanova University’s business school in 2001.

Jerry received CERTIFIED FINANCIAL PLANNER™ certification in 2005 from the Certified Financial Planner Board of Standards, Inc. He was previously a Vice President at Morgan Stanley and Senior Vice President at Merrill Lynch before founding Presilium Private Wealth in 2022. He has was recognized by Forbes in 2021 as one of Pennsylvania’s Top Wealth Advisors.

Brook Hart, CFP®

President & CCO

Brook has worked with multi-generational families since 2016, helping them manage short-term volatility and market uncertainty to achieve their long-term goals. He prides himself on acting as a sounding board during tough decisions and providing a firm hand during tough markets through straightforward communication and strategy.

Brook earned a bachelor’s degree in political science at Yale University, where he played two sports, playing college football and baseball. He spent three years traveling across the country as a professional baseball player in Colorado’s Rocky Mountain agricultural system. He started his wealth management career at Merrill Lynch in 2016, where he worked with Jerry Davidse, before they launched Presilium Private Wealth in 2022.

*Certified Financial Planner Board of Standards, Inc. (CFP Board) is the owner of the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark and the CFP® certification mark logo (with plaque) in the United States. Markets, which it authorizes for use by individuals who successfully complete the CFP Board’s initial and continuing certification requirements.” https://www.cfp.net/career-and-growth/market-yourself/how-to -use-the-cfp-marks

About Dynasty

Dynasty is a provider of wealth management technology solutions and business services for financial advisory firms primarily focused on high net worth and ultra high net worth clients. Dynasty provides access to a comprehensive platform of software and technology tools, business services, and global investment management capabilities through an open-architecture platform delivered through a suite of proprietary and third-party technologies. Dynasty’s technology, tools, and services provide consulting firms with the independence to launch their business, scale their operations, and grow their businesses – both organically and inorganically – while enabling them to be more focused and better equipped to serve their customers. Dynasty’s platform and offering have won numerous awards in recent years.

For more than a decade, Dynasty has been championing the benefits of independent wealth management for high net worth and ultra high net worth clients and has helped shift assets from traditional brokerage channels to independent wealth management channels. As Dynasty becomes a recognized industry leader, Dynasty has differentiated itself by developing competitive strengths including a deep understanding and strong relationship with its customers, a comprehensive offering of technology services and solutions, the ability to leverage its size and scale to invest, the flexibility and fluidity enabled by a modular technology solution, the entrepreneurial culture and an experienced and committed management team. Dynasty is committed to continually growing its business by facilitating the growth of existing consulting firm clients, onboarding new clients, increasing client use of its broader capabilities, launching additional solutions and achieving additional purchases.

For more information, please visit www.dynastyfinancialpartners.com.

Also visit Dynasty on social media:

LinkedIn: https://www.linkedin.com/company/dynasty-financial-partners

Twitter: @DynastyFP

Youtube: http://bit.ly/1MKXhC8 ​

Fidelity Investments and Fidelity Institutional® (together “Fidelity”) are an independent company, not affiliated with Presilium Private Wealth or Dynasty Financial Advisors. Fidelity is a service provider for Presilium Wealth Advisors. There is no form of legal partnership, agency affiliation or similar relationship between Presilium Wealth Advisors and Fidelity Investments, and no such relationship is created or implied by the information contained herein. Fidelity Investments was not involved in the preparation of the content provided by Presilium Wealth Advisors and does not guarantee or assume any responsibility for its content. Fidelity Investments is a registered service mark of FMR LLC. Fidelity Institutional® provides clearing, custody or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1023573.1.0