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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.

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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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