Morgan Stanley | The Davis/Yost Group

About

We create tailored, tax-sensitive wealth solutions for our clients.Our team sits on the Private Wealth Management side of the firm – where virtually all of our clients are successful entrepreneurs, business owners or executives. Whether they built the business from the ground up, bought into the business, or exited to focus on the next venture.

In many cases, our clients’ business and personal finances are closely intertwined and highly complex. Our job is to simplify those lifestyle complexities so you can focus on what truly matters. We understand that are client’s wealth is embedded into their business. That why, we have a network investment bankers and private equity principals as well as provide access to curated experts – support not only them – but their company’s growth. We offer the resources, experience, and global connections to help make informed financial decisions; ones that have far-reaching implications on both business goals and personal wealth. Our team is as comfortable helping you with a capital raise, corporate loan, or prepping for a liquidity event as we are discussing investment opportunities, wealth transfer approaches and philanthropic strategy.

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, our firm's employees serve clients worldwide including corporations, governments, institutions and individuals.