200 Crescent Court
Dallas, TX 75201
(214) 661-7022 / Main
(800) 527-5814 / Toll Free
(214) 855-7909 / Fax
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.
See February On the Markets from the Global Investment Committee featuring
• “What’s Holding It Up?” A chair or table with four sturdy legs can be remarkably strong and hold much more than its weight. Same thing for the stock market, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management. Those who ignore the market’s legs are likely to be too bearish and conservative in their positioning.
• “The Big Debates of 2017” In this roundup, Morgan Stanley & Co. strategists and analysts offer out-of-consensus views on such major questions as trade policy, drug pricing and whether Japan will be the world’s best stock market this year.
• “The Case for Active Management” Since the financial crisis, passive investment strategies have outperformed active managers. Lisa Shalett, who heads investment and portfolio strategies for Morgan Stanley Wealth Management, thinks the investment environment has changed in a way that will allow active managers to outperform.
• Plus, look for more on economics, equities, bonds and a Q&A with Bill Nolin of Aligned Investors, who discusses how he finds companies where management incentives are aligned with investor interests.
Market Information Delayed 20 Minutes