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TRUSTED FINANCIAL SERVICES
FOR YOUR Local Family,
BY OUR Local Family.

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Financial Services

We listen to your financial goals and dreams for your future financial circumstances and then help develop strategic decisions on investments tailored to your life’s milestones.

Will and Trust Preparation

We assist you in preparing an estate plan to coordinate your hard-earned assets to your desired estate distribution, easing the transition for the ones you hold dearest. 

Life Insurance

We help you prepare for the unthinkable with custom life insurance policies to leave you and your family feeling safe and secure no matter what life events are thrown your way.

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WE'RE ALL Family AROUND HERE

Gerald W. Davidson founded his public accounting firm in Perry, Oklahoma in 1985 and diligently served his clients for over 30 years. During that time, he began offering investment services for his clients. In 2019, his daughter Haleigh A. (Davidson) Collins, joined him to assist clients, and supplement their financial services with her strong legal background in preparing estate planning documents and other legal matters.

MORE ABOUT OUR TEAM
“We invest with Gerald and Haleigh because they are local and trustworthy. We always get personalized attention and they review our whole financial situation and tailor our investment strategy to meet our financial goals with our best interest in mind.”
- Bob
“ I feel so safe and secure with Davidson Collins handling my investments. Haleigh and G.W.D. always take the time to fully understand my situation and develop tailored solutions to help me reach my financial goals. Trusting them with my investments has been the best decision I’ve ever made!”
- Bailey Thibodeaux
"I have been told all my life you need 3 people to help you be successful: an accountant, a financial advisor, and a banker. Gerald has been 2 of the 3 of those for me until he sold his accounting practice. I wouldn’t be where I am today without his guidance for the last 20 years, including being able to retire comfortably 10 years earlier than I expected."
- Rocky
“Gerald is always thinking of my best interests for the future.”
- Craig
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This testimonial was provided by a current client. It may not reflect the experience of other clients and does not guarantee future success or performance. There was no compensation given for this testimonial.

WE'RE HERE TO SERVE You

When a more youthful client walks in, we are prepared to help them plan for getting started – from saving to buy a home or farm to paying for college education for their children. When a more mature clients walks in, we are prepared to help them feel comfortable about an approaching retirement or managing their investments through their retirement years.

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619 Delaware
P.O. Box 782
Perry, OK 73077

(580) 307-5452 Office
(580) 336-8669 Haleigh Cell

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Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Services offered through Avantax Investment Services℠, Member FINRA/SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency.

The Avantax Investment Services℠ Registered Representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management does not provide tax or legal advise, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as specific tax or legal advice. Please consult our firm and your tax professional and/or legal professional for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management or its subsidiaries. Avantax Wealth Management is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

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jenne Pool

Assistant

Jenne Pool grew up in Mulhall, Oklahoma, and resides there with her husband, Bryan, and their three children. Jenne and Bryan are passionate about personal finance and taught Dave Ramsey’s Financial Peace University. When she is not helping us at the office, Jenne stays busy with her  children’s sporting events and livestock showing activities.

Haleigh A. Collins

Attorney / Investment Rep

Haleigh joined her father, Gerald W. Davidson, at his financial services firm in 2019. She is also licensed to practice law in Oklahoma and assists her legal clients in preparing estate planning documents such as Wills and Trusts, as well as handling various other legal matters. 

Haleigh assists her financial clients in getting started on their  investing goals and developing financial habits to accumulate wealth over their lifetimes. Haleigh’s goal is to unwind seemingly-complicated topics like investing and estate planning, to help her clients feel comfortable, knowledgeable, and confident in their financial decisions. 

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Gerald W. Davidson

Founder & Owner / Investment Rep

Gerald has over 35 years of experience in the financial services industry. As a Certified Public Accountant, he founded his public accounting firm in Perry, Oklahoma in 1985 and diligently served his clients for over 30 years. In addition to accounting services, Gerald began offering investment services to his clients in 1995. 

Today, Gerald focuses on his investment clients and helps them make solid decisions for their financial futures. He provides trusted advice based on his long-term relationships with his clients, cost-sensitivity, insight into current financial markets, economics, and wide range of financial product knowledge.

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