About Us

Our most important goal: to help simplify your life...helping you achieve your financial objectives by providing proactive guidance and impeccable services that can allow your wealth to do more. Managing wealth involves far more than managing an investment portfolio. It begins with developing a holistic, comprehensive understanding of who you are and the financial forces at work in your life. It means helping you understand and respond effectively to these forces. And, of course, it means helping you invest your assets in a way that reflects the uniqueness of your life and the realities of your long-term goals. At The Davidson-McNair Group, we are committed to building a relationship of trust in which we can work closely with you to help you define your objectives, explore alternatives and choose financial strategies that are most appropriate. We address our clients' needs, return expectations and risk tolerances through:
-Our disciplined and well defined investment process
-Our emphasis and experience in Financial Planning
-Integrity, commitment, and dedication to client service
The Davidson-McNair Group has established a professional team to help meet the financial needs of high net worth families, endowment, and institutions. With the strength of Morgan Stanley behind our team, we focus our firm's worldwide resources on providing quality advice, integrated solutions, and intelligence across global markets. We are passionate about helping you accomplish your financial goals.
Services Include
  • Wealth Management1
  • Alternative Investments2
  • Cash Management3
  • Corporate Retirement Plans4
  • Endowments and Foundations5
  • Estate Planning Strategies6
  • Financial Planning7
  • Lending Products
  • Life Insurance8
  • Planning for Education Funding9
  • Trust Services*
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Experience

We provide wealth management to help meet the financial needs of high net worth families, endowments, 401ks, and institutional clients. We are committed to building a long lasting relationship of trust; providing timely guidance, strategies, and impeccable service to assist our clients in reaching their financial goals.

Our method is the same for all of our clients: we work closely with them to help them define their objectives and aspirations for themselves, their loved ones, and their businesses. Then we customize a wealth management strategy based on their goals being mindful of risk tolerances, tax issues, and ever-changing economic conditions. We regularly review portfolios with our clients to help make sure that they are on track with their goals.

    Our Clients

      Location

      1320 Main St
      Ste 800
      Columbia, SC 29201
      US
      Direct:
      (803) 343-8944(803) 343-8944
      Toll-Free:
      (800) 438-5570(800) 438-5570

      Meet The Davidson-McNair Group

      About Me

      Bob has over 23 years of experience at Morgan Stanley.  In 2011 he became a member of Morgan Stanley’s distinguished Masters Club.  Bob holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and is a past president of the Financial Planning Association for the state of South Carolina.  He served as a Military Intelligence officer in the 101st Airborne Division of the United States Army, receiving the Bronze Star in Operation Desert Storm.   He is a graduate of Davidson College. Bob is very active with the Hammond Skyhawk Booster Club and the local Boy Scout Troop as well as, the Executive Association of Greater Columbia where he is the immediate past president.   Bob and his wife, Donnelly, have three children. Bob enjoys the outdoors.
      Securities Agent: TX, SC, WA, VT, VA, TN, RI, PA, OH, NY, NV, NE, NC, MO, MN, MI, MD, LA, KY, KS, GA, FL, DE, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
      NMLS#: 1380614

      About Me

      Clarke began his career at Morgan Stanley in 2000.  In 2011 he became a member of Morgan Stanley’s distinguished Masters Club.  Clarke holds the Portfolio Manager (PM) designation from Morgan Stanley and is the team’s Capital Markets professional. Clarke is a Deacon at First Presbyterian Church as well as Chairman of the Finance Committee.  He is a past Chairman of the Board of the Oliver Gospel Mission (rescue mission for homeless & broken men).  He is a graduate of Hampden Sydney College where he majored in Economics.  Clarke and his wife, Robin, have three daughters.  Clarke enjoys the outdoors and cooking.
      Securities Agent: TX, SC, WV, WA, VT, VA, TN, PA, OH, NY, NC, MO, MN, MI, MD, MA, LA, KY, KS, GA, FL, DE, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
      NMLS#: 1393629

      About Me

      Securities Agent: SC, WY, VA, UT, TX, TN, PA, NY, NC, MO, MN, MI, ME, MD, MA, IL, ID, GA, FL, DE, DC, CT, CO, CA; General Securities Representative; Investment Advisor Representative
      NMLS#: 1406620

      About Me

      Securities Agent: TX, SC, VA, TN, PA, NY, NC, MO, MN, MI, MD, GA, FL, DE, CO, CA; General Securities Representative; Investment Advisor Representative
      NMLS#: 1573349

      About Me

      Samantha joined the group in 2011.  She is a graduate of the Moore School of Business at the University of South Carolina, with majors in both Business Management and Marketing.  Samantha manages all clerical and operational aspects of The Davidson McNair Group.  She takes our customer service abilities to another level by coordinating all members of our support staff, allowing Bob, Clarke, and Jac to focus completely on the clients. She is a member of the Moore School of Business Young Alumni Council and enjoys the outdoors, exercising and baking.

      About Me

      Katherine joined our team in 2015.  She is a graduate of the College of Charleston where she majored in Corporate Communications.  Additionally, she has a Masters Degree in Social Work from the University of South Carolina.  Katherine is responsible for assisting Samantha with all client service items.  She is integral in ensuring that our clients' needs are addressed immediately and correctly. Katherine enjoys gardening and spending time with family.

      About Me

      Morgan has been with Morgan Stanley since 2012. She left for a short time in 2016 to join her family's business, then came back to join our group in 2017.

       

      She attended the University of South Carolina where she earned a Bachelor of Science in Biological Sciences with minors in Public Relations and Advertising. Morgan assists Samantha and Katherine with all client service items.

       

      Morgan enjoys fitness and cooking.
      Investment and Market Perspectives

      On the Markets

      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
      The Simple Six-Step Retirement Checkup

      The 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
      Investing in Artificial Intelligence and Automation

      Investing in Artificial Intelligence and Automation

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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
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      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
      Facing Financial Stress? Your Employer May Be Able to Help

      Facing Financial Stress? Your Employer May Be Able to Help

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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
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      Choosing an Environmental Charity

      There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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      Ready to start a conversation? Contact The Davidson-McNair Group today.
      Market Information Delayed 20 Minutes
      Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

      1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

      2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

      3Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

      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

      4Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

      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, charitable giving, philanthropic 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.

      7Morgan 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.

      8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

      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 suitable 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”) 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.


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