The Davis Group at Morgan Stanley

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The Davis Group

OUR MISSION STATEMENT

Experienced wealth planning services for your life and legacy goals

Our Story and Services

Story

At the Davis Group, we believe intelligent investing and strategic planning are critical to your financial future and long-term success. Relying on comprehensive research, analysis and world class service, we carefully craft personalized wealth management strategies for our clients. Working together with your tax and legal advisers, we deliver personalized solutions that best serve your needs.

We seek to attract clients at all stages of life that have the capacity to grow over time, incorporating holistic advice and money management.  With 50 years of combined experience, we offer the experience and advice you’ve been looking for - from Portfolio Management to College Savings Plans; from Retirement Planning strategies to Life Insurance and Long Term Care.

As professionals, we create and implement thoughtful wealth management strategies to address our clients’ specific goals and challenges. Our objective is to enable you to focus your time and resources on the things you care most about by providing you with the services you need.  We develop a customized portfolio aimed at preserving your wealth, meeting your current needs, and creating the future you see for yourself and your loved ones.  Whether you are planning your estate, strengthening your business, saving for retirement or creating a family legacy, the Davis Group provides the comprehensive solutions and world class service you seek.

Services Include

  • 401(k) Rollovers
  • Asset Management
  • Estate Planning Strategies
  • Financial Planning
  • Fixed Income
  • Life Insurance
  • Long Term Care Insurance
  • Planning for Education Funding
  • Professional Portfolio Management
  • Qualified Retirement Plans
  • Trust Accounts
  • Wealth Management


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Video

Meet The Davis Group

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds

Mosaic

Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.

Family

Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Retirement

Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Philanthropy

Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Ready to start a conversation? Contact The Davis Group today.

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