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 Management1
  • Estate Planning Strategies2
  • Financial Planning3
  • Fixed Income4
  • Life Insurance5
  • Long Term Care Insurance6
  • Planning for Education Funding7
  • Professional Portfolio Management8
  • Qualified Retirement Plans9
  • Trust Accounts10
  • Wealth Management11
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

1650 Tysons Blvd
Suite 1000
McLean, VA 22102
US
Direct:
(703) 556-8105(703) 556-8105
Toll-Free:
(800) 336-0156(800) 336-0156

Meet The Davis Group

Photo of Jeffrey Davis

Jeffrey Davis, CFP®

Senior Vice President, Financial Advisor, Portfolio Management Director

Phone:
(703) 556-8105(703) 556-8105

About Me

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: VA, WV, UT, TX, SC, PA, OH, NY, NV, NJ, NC, MI, MD, GA, FL, DE, DC, CO, CA, AZ; General Securities Representative; General Securities Principal; Investment Advisor Representative
NMLS#: 1416417

About Me

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: VA, WV, UT, TX, SC, PA, OH, NY, NV, NJ, NC, MI, MD, MA, GA, FL, DE, DC, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1819594

About Me

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.

About Me

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.
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

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

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
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

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
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

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
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

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
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

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Mosaic

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

2Morgan 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.

3Morgan 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.

4Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

7Morgan 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.

8Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable 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.

9Tax 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.

10Morgan 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.

11Morgan 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.

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