Welcome

We believe success in achieving important financial goals starts with a comprehensive wealth strategy.

We will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.

We believe that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance. We follow a disciplined process that enables us to work with you to craft a solution that helps to meet your individual financial needs:

Develop a thorough understanding of your financial goals and objectives

Review and analyze your current financial situation

Identify and tailor solutions that can help you meet your individual needs

Implement your customized strategy, including personalized services and benefits

Review your strategy, meeting periodically to discuss your goals and needs

Whatever your financial goal—whether to grow your wealth, preserve it or pass it on to others, you can count on us to help you with a strategy that is:

Personal: Highly individualized and committed to helping you achieve financial success

Flexible: Responsive to changes in your life and in your priorities over time

Comprehensive: Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us
Services Include
  • Asset Management1
  • Financial Planning2
  • Estate Planning Strategies3
  • Retirement Planning4
  • Trust Services*
  • Fixed Income5
  • Certificates of Deposit6
  • 529 Plans7
  • Cash Management8
  • Annuities9
  • Life Insurance10
  • Alternative Investments11
  • Long Term Care Insurance12
  • Lending Products
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

Who is watching over your retirement? Helping you build an investment portfolio that you hope might cover your needs down the road isn’t a substitute for a retirement plan. Call or email us and get advice that goes beyond investments. A new standard for retirement planning


There is a process that we follow for each new addition to our practice- The initial meeting is always about discovery.  Without knowing as much as we can about you, it is nearly impossible to create an appropriate plan, so we will be asking questions, collecting statements, and assigning homework.


The next meeting will involve a presentation of the plan.  This is interactive and will be presented electronically so that changes can be made as the discussion happens.  Once finished we will have a plan in place that dictates, among other things, investment policy and estate strategies.  At this point we will establish a plan of contact moving forward, whether that means monthly, quarterly or annually, we will meet you where you are and work with your preferences.

    Our Clients

    Reserved Living and Giving


    Sharing What Matters Most

    Reserved Living & Giving is a complimentary loyalty program for eligible and enrolled Morgan Stanley clients* designed to enhance your lifestyle and go beyond traditional wealth management services.  The program provides access to exclusive offers and discounts from luxury brands and curated content. 


    Enjoy Reserved Living & Giving Partner Offers and Experiences

    Enrolled Reserved clients and their families can take advantage of a wide range of discounts and offers such as preferred pricing on a selection of luxury vehicles, best-in-class providers of travel planning and hotels, boutique wine sourcing, hard-to-get tickets, art advisory, gifts, personal insurance, and health and wellness services You will find exciting offers from premium brands as well as select emerging brands we think you will enjoy.  Some of our exceptional partners include Mercedes-Benz, Lexus, Tourneau, Hotel Engine, Red Door Spa and Godiva.


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    Explore Insights & Inspirations

    The Lifestyle section on Reserved Living & Giving contains exclusive insights from Morgan Stanley thought leaders and our distinguished Reserved partners with curated articles on topics such as family, healthy aging, travel, and philanthropic inspiration. 


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    *Reserved clients also get complimentary access to a Reserved Client Service Center representative available 24/7 and a comprehensive set of fees waived .

    Community Involvement

    Investing with Impact

    Morgan Stanley has the resources and expertise to deliver value for our four million-plus individual and institutional clients. Working with our diverse clients and helping manage their financial goals in a complex and changing market increasingly depends on a deeper relationship that extends beyond market fluctuations. This is why Morgan Stanley launched an approach to investing in 2012 that we call Investing with Impact. Investing with Impact aims to generate market-rate financial returns while demonstrating positive environmental and/or social impact.

    Our client-centered approach helps the families, individuals and organizations we serve to invest in a way that aligns their personal or organizational values with their investments. By drawing from the firm’s wide array of capabilities, Morgan Stanley has been able to leverage its market position as a leading Wealth Management firm to empower our clients to Invest with Impact.




    Click here to go to the institute for Sustainable Investing

    Location

    222 Central Park Ave Twn Ctr 18fl
    Virginia Beach, VA 23462
    US
    Direct:
    (757) 493-2105(757) 493-2105
    Toll-Free:
    (800) 622-3430(800) 622-3430
    Fax:
    (757) 264-7630(757) 264-7630

    Meet The Hipp Davis Group

    About Me

    Ed has an extensive background in the financial services industry having been a steward of his client's assets through 5 recessions, 17 corrections and 4 bear markets to date. Ed entered the business as a broker trainee in Charlotte, NC following 5 years in the commercial insurance business.

    While he has worked with individual clients throughout his career, between 1981 and 2005, Ed held various management positions ranging from branch manager, regional manager, national sales manager at Paine Webber and Legg Mason as well as president of a bank owned brokerage firm.  In 2006 Ed returned to his first love of being a retail financial advisor following the purchase of Legg Mason by Smith Barney.

    Ed graduated from Williams College in 1970 with A B.A. in History and attended the Securities Industry Institute at the Wharton School from 1981-1983.

    Ed served on the NASD District 7 Business Conduct Committee (Chairman for 2001) and also serves on the Board of directors of Jacob's Ladder, a charity for gifted, at risk children.  He is a former member of the NASD and SIA Bank Broker/Dealer Committees.  At Centura Bank, he served on the Trust Committee, the Board of Centura Capital, as a Director of Centura Insurance and on the Management Operating Committee.  He served as a member of Legg Mason's Branch Manager Advisory Committee, on the Legg Mason Financial Service Board of Directors and as a vestryman for Emanuel Episcopal Church in Middleburg, VA.  He and his wife of forty-three years, Pinky, live in Smithfield, Virginia on a farm with three dogs, three cats and a variable number of horses.
    Securities Agent: VA, TX, WY, WV, WI, WA, VT, TN, SC, PA, OR, OK, OH, NY, NM, NJ, NC, MS, MI, MD, MA, LA, KY, IL, GA, FL, DE, DC, CT, CO, CA, AL; General Securities Representative; General Securities Principal; BM/Supervisor; Investment Advisor Representative
    NMLS#: 1268431

    About Me

    I grew up in a family with a military background and early on I was shown what self-discipline, sacrifice and perseverance looked like.  After college, I joined the Army and spent the next 11 years developing these same character traits both domestically and on multiple deployments.  When I was told that I was no longer physically capable of soldiering, I wanted a career that would also center on service to others.  Joining the financial services industry in August of 2007 at the beginning of the financial crisis, I quickly realized that there were a lot of people unhappy with investing and angry with Wall Street.  It was a trial by fire that I was able to pass, albeit with a few scars.  I decided in 2016 that I missed the leadership role I had in the Army, and I decided to pursue management.  In March 2016 I moved from McKinney, Texas to Virginia Beach, Virginia in order to be able to do the two things I loved most - help clients with their financial needs, and lead, coach and help other advisors excel in the building and management of their practices.

    I have a wonderful, funny, assertive, radiant wife, Courtney, whom I have been lucky enough to keep around for the past 15 years.  I have a brilliant, happy, imaginative 8 year old named John-Wesley who happens to have Autism Spectrum Disorder which is, in fact, not a disorder at all.  I also have a smart, clever and articulate 5 year old, Liam, who believes I am not only the biggest man in the world, but also the strongest.  I refuse to disabuse him of this notion.  Our favorite pastime is Monopoly and deciding what superpowers we have.
    Securities Agent: VA, TX, WY, WV, WI, WA, VT, UT, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NE, ND, NC, MS, MN, MI, MD, MA, LA, KY, KS, IN, IL, GA, FL, DE, DC, CT, CO, CA, AR, AL; General Securities Representative; BM/Supervisor; Investment Advisor Representative
    NMLS#: 1326740

    About Me

    Jennifer handles technical and administrative issues for the team with over 30 years of investment experience. A graduate of Simmons College with a degree in Finance/Management, she is Series 7 registered and has worked with  the Group since 1994 as one of the founding members of the Norfolk office of Legg Mason. She is married and lives in Virginia Beach.
    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.

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    Morgan Stanley and Justin Rose: A Winning Team

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    Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
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    With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
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    Reserved | Living & Giving

    Reserved | Living & Giving

    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.
    Learn more about Reserved | Living & Giving
    Sign Up for eDelivery

    Sign Up for eDelivery

    With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
    Learn more about Sign Up for eDelivery
    Access Morgan Stanley Online

    Access Morgan Stanley Online

    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
    Learn more about Access Morgan Stanley Online
    Ready to start a conversation? Contact The Hipp Davis Group today.
    Market Information Delayed 20 Minutes
    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 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.

    3Morgan 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.

    4Morgan 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.

    5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

    6CDs are insured by the FDIC, an independent agency of the U.S. Government, up to a maximum of $250,000 (including principal and accrued interest) for all deposits held in the same insurable capacity (e.g. individual account, joint account, IRA etc.) per CD depository. Investors are responsible for monitoring the total amount held with each CD depository. All deposits at a single depository held in the same insurable capacity will be aggregated for the purposes of the applicable FDIC insurance limit, including deposits (such as bank accounts) maintained directly with the depository and CDs of the depository.

    7Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

    8Morgan 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

    9Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    11Alternative 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.

    12Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    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.


    CRC 2019752 10/2018