The Davis/Yost Group - Morgan Stanley Private Wealth Team - Dallas, TX
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The Davis/Yost Group
At Morgan Stanley Private Wealth Management

200 Crescent Court
Suite 900
Dallas, TX 75201
(214) 661-7022 / Main
(800) 527-5814 / Toll Free
(214) 855-7909 / Fax
Welcome
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A Holistic, Relationship-Driven Approach to Wealth Management

We are The Davis/Yost Group at Morgan Stanley Private Wealth Management and have multiple decades of banking, business and investment experience. We provide executive and corporate services, access to commercial and private banking and family office services. We believe there is more to wealth planning than investment advice, so we take an integrated, holistic approach in helping you meet your needs and goals.

Each member of our team has an area of expertise. Collectively, we have deep experience in financial and estate planning strategies, senior corporate relationship management, commercial and private banking, investment advisory and concierge level client service. By combining our individual talents into a cohesive team, we seek to provide our clients with comprehensive, custom-tailored solutions.

As a Morgan Stanley Private Wealth Management team, we also have access to, and know how to use, the power and extensive resources of one of the world’s preeminent global financial services firms. This means that our recommendations are grounded by a broader global perspective and backed by the latest advanced planning strategies and concepts.

We are unfailingly committed to the clients we serve and bring true passion to every relationship we have.  We look forward to hearing about your aspirations and demonstrating how we can help you reach them.

When you work with our team, it all begins with you.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

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  • See August On the Markets from the Global Investment Committee featuring

    "Into Thin Air?" There’s a lot of talk in the media about stock market valuations being in nosebleed territory, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co. Given low interest rates and low market volatility, they’re actually more down to earth.

    “Welcome to the Circular Economy" In the circular economy, resource efficiency and waste reduction is paramount, explains Lily S. Trager, director of investing with impact at Morgan Stanley Wealth Management. Products are designed so that at the end of their useful lives, they can be dissembled and the components redirected to new uses.  

    “Taking Advantage of Short-Term Market Opportunities” The Global Investment Committee already provides strategic asset allocation, with a seven-year horizon, and tactical asset allocation, with a one-year horizon. Its new “Dynamic Allocation Framework” looks at a three-month horizon, shifting allocations dynamically based on changing economic and market conditions.

    • Plus, look for more on economics, equities and fixed income investments, and a Q&A featuring Andy Rothman of Matthews Asia, a long-time China investor who talks about investment opportunities in the world’s second-largest economy.

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