Personalized Wealth Management The David Group at Morgan Stanley
Many economists have expressed concern about another possible recession in the near future, perhaps more severe than the recent one. More than ever, particularly for families and individuals with substantial wealth, it is critical to seek guidance from knowledgeable advisors.
In Georgia, The David Group at Morgan Stanley helps take the worry out of wealth management for affluent individuals and families who are seeking ways to protect their money. Many of the firm’s clients are successful professionals, retirees and high-net-worth families with complex planning and business-related issues.
“As a team, we offer diverse talents and leverage our expertise to the customers,” says Robert K. David Jr., Senior Vice President – Wealth Management. “We truly care about our clients and put them first.”
As a Morgan Stanley team, The David Group offers the resources and collective experience of one of the world’s most respected financial firms. But as a family team, the David Group takes pride in providing the highest possible level of personal attention, providing unbiased advice and portfolios tailored to each client’s unique financial circumstances.
The David Group advises clients in all aspects of their life and business where money is a factor, often in collaboration with the client’s tax attorney, CPA or other advisors.
“When we first sit down with a client, we want to learn about their concerns and needs,” says Kendrick David III, Financial Advisor. “We try to take the emotion out of investing and get the client to let us worry about their portfolio.”
With over 40 years’ experience in wealth management, Robert David started The David Group in 2009, on the heels of the Wall Street meltdown. In spite of the worst economic crisis since the Great Depression, he and his team have continued to guide their clients through these difficult times.
“We are continually looking for ways to improve our business and do more for our clients,” says Britt David, Financial Advisor. “With this approach we strive to guide our clients through not only the good times, but the bad ones as well.”
945 Broadway, Suite 105 | Columbus, GA 31901 706.324.5471 / 800.638.5989 www.fa.smithbarney.com/david
Robert K. David Jr. is a Financial Advisor with the Wealth Management division of Morgan Stanley in Columbus, Ga. Although Robert K. David Jr. has compensated Forbes to have his profile promoted in its publication, it is not a solicitation nor intended to provide individually tailored investment advice. The strategies and/or investments referenced may not be suitable for all investors. The views expressed herein are those of the author and may not necessarily reflect the views of Morgan Stanley Smith Barney LLC, Member SIPC. This article is directed to residents in the states where Robert K. David Jr. is registered. For more information, please go to my website: www.fa.smithbarney.com/david