OUR MISSION STATEMENT
Experienced wealth planning services for your life and legacy goals
Experienced wealth planning services for your life and legacy goals
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.
An investment professional for more than 25 years with a current title of Portfolio Management Director, Jeff’s focus is designing portfolios that adhere to his client’s goals and objectives with a keen sight on their risk tolerance. A big believer in “asset allocation”, Jeff uses a variety of investment vehicles to diversify accounts among the 4 basic asset classes: cash, equities, fixed-income and alternatives. He believes intently on managing “risk” in accounts and using ‘cash flow’ (dividends and interest) to help smooth out the volatility of up & down markets.
Jeff and his team know that managing client assets requires trust and accountability. They work hard to deliver a level of service and expertise that has produced results over the years. Jeff earned his bachelor degree in Finance from the University of Virginia, (McIntire School of Commerce). He is a CERTIFIED FINANCAL PLANNER. He also holds life and health insurance licenses and is Mortgage licensed with the NMLS (#1416417). Furthermore, he has Series 7, 63 and 65 licenses.
Jeff lives in Vienna, Virginia, with his wife and team partner, Natalie, and their two sons, Fletcher and Tanner.
The individuals mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ADV or from your Financial Advisor.
Securities Agent: AZ, CA, CO, DC, DE, FL, GA, MD, MI, NC, NJ, NV, NY, OH, PA, SC, TX, UT, VA, WV; General Securities Principal; General Securities Representative; Investment Advisor Representative
As a Financial Advisor for more than 25 years and a founding partner of the Davis Group, Natalie’s mission is to make a difference in her clients’ lives by providing comprehensive holistic wealth planning services for her clients with passion and integrity. She listens carefully to clients’ goals, values and concerns and works tirelessly to help them achieve their personal and financial objectives. She is committed to building a relationship of trust with you and implementing an investments strategy that evolves over your lifetime.
Natalie began her financial services career at Johnston, Lemon and Co. Incorporated in 1989, where she earned her Series 6, 7 and 63 licenses. She joined Morgan Stanley in 2010. Natalie earned her bachelor’s degree from James Madison University.
Natalie lives in Vienna, Virginia, with her husband and team partner, Jeff, and their two sons, Fletcher and Tanner.
Securities Agent: AZ, CA, CO, DC, DE, FL, GA, MA, MD, MI, NC, NJ, NV, NY, OH, PA, SC, TX, UT, VA, WV; General Securities Representative; Investment Advisor Representative
Young joined the Davis Group at Morgan Stanley in 2012. He currently holds several financial service industry licenses, including Series 7 and 66. He is highly experienced with helping clients achieve their financial goals with the utmost attention and support to every detail.
Young graduated from the University of Maryland with a bachelor’s degree in Economics. He is an avid sports fan and enjoys playing basketball and golf.
Molly joined Morgan Stanley in 1988, bringing over 25 years of industry experience to The Davis Group. As a Registered Client Service Associate, she is responsible for a variety of financial services that enhance and deliver a preferred client experience.
Molly graduated with a bachelor's degree from Radford University. She is a native of Northern Virginia and enjoys spending time with her family and being involved in community activities.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
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See all of your financial data in one location, regardless of where your accounts are held, directly on Morgan Stanley Online and the Morgan Stanley Mobile App.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
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Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
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