Drew Kurtz, CFP®
Vice President, Wealth Management Associate
Phone:
(704) 442-3404(704) 442-3404
Davis Moise
Senior Vice President,
Financial Advisor,
Senior Portfolio Management Director
Direct:
(704) 442-3406(704) 442-3406
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Welcome
Davis has 25 years of experience as a financial advisor. Throughout this time, he has focused on meeting the financial needs of individuals, families, and business owners. Davis focuses on portfolio management and financial planning. Within portfolio management, he focuses on individual portfolio construction using individual stocks, ETF’s, mutual funds, municipal bonds, and fixed income securities.
Davis has worked as an advisor at Morgan Stanley for the past 32 years and is a Portfolio Management Director. Throughout this time, he has focused on meeting the financial needs of individuals, families, and business owners. Davis focuses on portfolio management and financial planning. Within portfolio management, he focuses on individual portfolio construction using individual stocks, ETF’s, mutual funds, municipal bonds, and fixed income securities. Davis is originally from Sumter, South Carolina and earned his Bachelors in Finance (1991) and MBA in Financial Services (1993) from the University of South Carolina. His father started as a financial advisor in 1958 and ran a successful practice in Dallas, TX for over 50 year today until his passing. He grew up around the business and has always been a student of the financial markets. As your financial advisor, he will work with you and your family to prepare a comprehensive financial plan to meet your goals. Davis and his team will provide you with top-notch service to ensure you and your family are fully prepared to face unpredictable life events and stay on course to achieve your retirement goals.
As your Financial Advisor, Davis can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. When working together, Davis will help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform, and a full spectrum of investment choices.
Davis has worked as an advisor at Morgan Stanley for the past 32 years and is a Portfolio Management Director. Throughout this time, he has focused on meeting the financial needs of individuals, families, and business owners. Davis focuses on portfolio management and financial planning. Within portfolio management, he focuses on individual portfolio construction using individual stocks, ETF’s, mutual funds, municipal bonds, and fixed income securities. Davis is originally from Sumter, South Carolina and earned his Bachelors in Finance (1991) and MBA in Financial Services (1993) from the University of South Carolina. His father started as a financial advisor in 1958 and ran a successful practice in Dallas, TX for over 50 year today until his passing. He grew up around the business and has always been a student of the financial markets. As your financial advisor, he will work with you and your family to prepare a comprehensive financial plan to meet your goals. Davis and his team will provide you with top-notch service to ensure you and your family are fully prepared to face unpredictable life events and stay on course to achieve your retirement goals.
As your Financial Advisor, Davis can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. When working together, Davis will help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform, and a full spectrum of investment choices.
Securities Agent: CA, TX, NY, NE, MS, IN, GA, CO, WI, NC, MO, MI, OK, OH, LA, HI, AL, FL, SC, NJ, IL, CT, MN, TN, PA, OR, MD, KS, MT, KY, AZ, VA, DC, AR, WV, MA, ME; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1587179
NMLS#: 1587179
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Awards & Education
Undergraduate Degree
University of South Carolina-Finance Degree 1987-1991
Masters of Business Administration Degree
University of South Carolina- Masters of Business Administration- Financial Services 1991-1993
Awards
From 2022-2025, Davis Moise has been named to the Forbes Best-In-State Wealth Advisors list.
Disclosure:
Source: Forbes.com (Awarded 2022-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
The Moise Horn Team
With 50 years of combined industry experience, the Moise Horn Team work with families and individuals to create custom investment and comprehensive financial plans. Our team, Davis Moise, Financial Advisor, Ben Horn, Financial Advisor, Drew Kurtz, Wealth Management Associate, and Julianne Sundstrom, Portfolio Associate, joined the industry directly out of college and have all followed our passion for assisting a select group of clients meet their financial goals. We realize that the families we serve have earned their wealth through many years of hard work, commitment and passion, and we strive to embody those same attributes in everything we do for our clients.
Market Insights & Updates
Our latest market insights, investment trends, and economic outlooks provide the knowledge you need to navigate today's financial landscape.
Thoughts on the Market
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
4 Standout Investment Themes for 2025
What trends will shape the markets in 2025 and beyond? Morgan Stanley's experts break down the biggest opportunities and risks in investing, helping you stay ahead in a rapidly changing market.
Top 5 Mistakes Investors Make in Volatile Markets
In times of market turbulence, staying invested and sticking with a thoughtful, goals-based financial plan can lead to better outcomes. Learn about the top 5 mistakes investors make in volatile markets.
Global Investment Committee on the Markets
A monthly publication that summarizes the Global Investment Committee's market outlook and contains thought-provoking essays that examine the forces shaping the investment landscape. Check out this month's edition below.
Client Resources & Digital Tools
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Below are a few of the technologies we have to offer our clients. We have also included resources meant to transform complex financial analysis and research into concise and easily digestible content.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning and secure data access.
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
eDelivery
Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
Portfolio Risk Platform
Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio's exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
Total Tax 365
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential and help keep more of what you earn.
Location
6805 Carnegie Blvd
Ste 400
Charlotte, NC 28211
US
Direct:
(704) 442-3406(704) 442-3406
Meet My Team
Julianne Sundstrom
Senior Registered Associate
Phone:
(704) 442-3444(704) 442-3444
About Drew Kurtz
Drew has been with Morgan Stanley since 2018 and is a Certified Financial Planner ™. She is a life-long resident of Charlotte, North Carolina, with a family history in finance. Her father was the chief economist at Nations bank (now Bank of America), and her mother started a financial advisory firm focusing on valuations, mergers, and acquisitions for community banks in the south east. She graduated from Sewanee: The University of the South in 2015. She is an avid distance runner, and enjoys hiking and camping with her husband Tom, daughter Madeleine, son Thomas, and rescue dog Duke. Drew has always been passionate about helping others, and during a college internship with a financial advisor, she found a way to combine her passion with her interest in financial markets.
About Julianne Sundstrom
Julianne joined our team in January of 2023. She was born and raised in Duluth, MN. She joined Morgan Stanley in 2008 and was a registered Associate for 5 years. She then became a Financial Advisor on a team for the next 5 years of her career. She truly enjoyed this role but felt lead to move to Charlotte with her children. She has a strong understanding of both the advisor role and administration role. She enjoys developing relationships with her clients and doing whatever she can to help make things easier for them. In her free time, she loves hiking, kayaking, walking her dog, spending time with her grandson and children and attending her church each Sunday.
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
About Jared M. Bush
Jared Bush is a Private Banker serving Morgan Stanley Wealth Management offices in the Carolinas.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Jared began his career in financial services in 2004, and joined Morgan Stanley in 2016. Prior to joining the firm, he was a Wealth Management Banker at Merrill Lynch. He also served as a Premier Client Manager at Bank of America and as a Licensed Financial Specialist at Wells Fargo.
Jared is a graduate of Slippery Rock University, where he received a Bachelor of Science in Sports Management. He lives in Charlotte, North Carolina with his family. Outside of the office, Jared enjoys playing golf, listening to music, and spending time with family and friends.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Jared began his career in financial services in 2004, and joined Morgan Stanley in 2016. Prior to joining the firm, he was a Wealth Management Banker at Merrill Lynch. He also served as a Premier Client Manager at Bank of America and as a Licensed Financial Specialist at Wells Fargo.
Jared is a graduate of Slippery Rock University, where he received a Bachelor of Science in Sports Management. He lives in Charlotte, North Carolina with his family. Outside of the office, Jared enjoys playing golf, listening to music, and spending time with family and friends.
NMLS#: 619654
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Tax-Smart Ways to Sell Securities
How investors can tap their portfolios in tax-savvy ways.
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact Davis Moise today.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The 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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The 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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
