Drew Kurtz, CFP®
Financial Advisor
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
Industry Award WinnerMy Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Welcome
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.
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: SC, IL, WV, MA, CA, TN, PA, OR, MD, MT, KY, AZ, VA, AR, FL, TX, NY, IN, GA, CO, ME, NC, MO, MI, OH, LA, AL, NJ; 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.*
Accomplishments
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
The Moise Horn Group
With 50 years of combined industry experience, the Moise Horn Group works with families and individuals to create custom investment and comprehensive financial plans. Our team, Davis Moise, Financial Advisor, Ben Horn, Financial Advisor, Drew Kurtz, Financial Advisor, Julianne Sundstrom, Portfolio Associate, and Francis Moise, Client Service 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.
2026 Global Economic Outlook
U.S. consumer spending and capital expenditures on AI are likely to drive moderate growth as global inflation slows.
2026 US Equities Outlook
Morgan Stanley & Co. Research's Chief US Equity Strategist Michael Wilson has published his 2026 US Equities Outlook. Mike and his team discuss their market views, forecasts and sector/style preferences.
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.
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
Portfolio Associate
Phone:
(704) 442-3444(704) 442-3444
Francis Moise
Registered Client Associate
Phone:
(704) 442-3465(704) 442-3465
About Drew Kurtz
As a Financial Advisor Associate with over a decade of industry experience and seven years as part of the Moise Horn Group at Morgan Stanley, Drew works closely with clients navigating life’s pivotal transitions. Whether it's planning for retirement, managing a career change, or handling the financial impact of a loss or inheritance, she helps individuals and families create thoughtful, tailored financial and investment strategies that support their goals and values.
Drew earned her CFP® designation in 2019, a milestone that reflects her commitment to bringing clarity and confidence to her clients’ financial lives. Drew’s journey in this field began with an internship under a financial advisor who described her role as "guiding individuals and families through difficult life transitions. That mission resonated deeply with her and guides the work she does every day.
Drew grew up in Charlotte with parents both in financial services, and now lives there with her husband Tom, their two children, Thomas and Maddie, and their two rescue dogs, Duke and Ivy. Outside the office, you’ll often find her distance running, hiking, or camping. She is always seeking a long trail and fresh perspective.
Drew earned her CFP® designation in 2019, a milestone that reflects her commitment to bringing clarity and confidence to her clients’ financial lives. Drew’s journey in this field began with an internship under a financial advisor who described her role as "guiding individuals and families through difficult life transitions. That mission resonated deeply with her and guides the work she does every day.
Drew grew up in Charlotte with parents both in financial services, and now lives there with her husband Tom, their two children, Thomas and Maddie, and their two rescue dogs, Duke and Ivy. Outside the office, you’ll often find her distance running, hiking, or camping. She is always seeking a long trail and fresh perspective.
Securities Agent: FL, KY, TN, IL, OR, MO, NC, SC, OH, CO, AZ, TX, NJ, MD, GA, NY, MT, IN, VA, NE, MI, MA, CA, ME, PA, LA, AR, AL, WV; General Securities Representative; Investment Advisor Representative
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.
About Francis Moise
Francis serves as a Client Service Associate at Morgan Stanley, where he combines his lifelong passion for finance with a meticulous approach to client service. His interest in investing began early, when he opened his first brokerage account at the age of 11. This early curiosity evolved into a deep understanding of the financial markets, leading him to major in Finance at the University of South Carolina. While in college, Francis passed the Series 7 and Securities Industry Essentials (SIE) exams, and worked part-time with Morgan Stanley in Columbia, South Carolina from January 2024 to June 2025. These experiences equipped him with both technical expertise and a hands-on understanding of the client relationship side of the business.
Outside the office, Francis is active in his community as a member of Waypoint Community Church and a volunteer at the Charlotte Dream Center. In his personal life, he prioritizes time with family and friends, and enjoys staying active through running, golf, and following Gamecocks sports.
Outside the office, Francis is active in his community as a member of Waypoint Community Church and a volunteer at the Charlotte Dream Center. In his personal life, he prioritizes time with family and friends, and enjoys staying active through running, golf, and following Gamecocks sports.
Hear From My Clients
Davis and I have been working together for more than 10 years. We began working together several years before I retired. He helped me develop a plan to prepare for my retirement. I have been successfully retired for six years and we are still executing the plan that we developed together. He has been an excellent advisor for me the entire time we have worked together.
Randy
Verified ClientJuly 27, 2025
Davis took the time to get to know me and my family. He has provided financial guidance through several life events including college tuition, the purchase of a second home, and future financial planning. In addition, he guided me through a significant capital gain event in order to help manage the tax impact. I've enjoyed working with his professional team as well who are knowledgeable and always available to assist.
Palmer
Verified ClientSeptember 24, 2025
Davis and I have worked together for several decades, and through that time he has always given me excellent advice, steering me toward more prudent strategies. He took over a traditional IRA account of mine and later added Roth IRA accounts. Davis always paid close attention to my goals and preferences and made sure to educate me through this process. He has exceeded my expectations.
Stephen
Verified ClientSeptember 28, 2025
Testimonial(s) are solicited by Morgan Stanley Wealth Management Canada and provided by current client(s) at the time of publication. No compensation of any kind was provided in exchange for the client testimonial(s) presented. Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
3846129 9/24
Awards and Recognition
Forbes Best-In-State Wealth Advisors
2022-2026 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2022-2026). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
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
Rational Investing in an Age of Uncertainty
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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. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
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. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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.
Testimonial(s) solicited by Morgan Stanley and provided by current client(s) at the time of publication. No compensation of any kind was provided in exchange for the client testimonial(s) presented. Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
