Professional Wealth Planning That Lets You Live Life Fully
You deserve to live the life you’ve worked hard for – but managing complex investments and tax strategies shouldn’t pull you away from the moments that matter most. At the Davis Group, we take the weight of financial planning off your shoulders so you can stay focused on your career, your family and your future.
Whether your goal is to minimize your tax bill, plan for equity compensation or manage a small business, we provide a personalized planning experience that’s designed to fit your lifestyle – because your time is too valuable to compromise. Serving individuals, families and business owners, our holistic approach means your
Alex W. Davis
Senior Vice President, Financial Advisor
A native of Louisville, Alex graduated from the University of Kentucky with a Bachelor's Degree in Finance. After college, Alex began his career in a back office position at Hilliard Lyons and then traded futures for a Global Macroeconomic Hedge Fund. This experience helped shape the investment philosophy he has utilized for his clients since becoming a Financial Advisor in 2013.
Alex is married to his wife Mallory, and has three children, Jack, Bridget and Annie. Alex serves on the Board of Directors at Audubon Country Club, and when he is not chasing his children around, you can find him on the golf course.
Natalia Reyes, CFP®
Financial Advisor
We’d like to introduce Natalia Reyes, CFP®, CDFA® as a new Financial Advisor on our team. Natalia is a graduate of the University of Louisville, where she received her degree in Finance. She began her career as a Financial Analyst at NTT DATA in Louisville before pursuing her calling as a financial advisor with Baird. She is a CERTIFIED FINANCIAL PLANNER™ and CERTIFIED DIVORCE FINANCIAL ANALYST™. She’s also fully licensed with FINRA® Series 7 and 66, and is Health and Life Insurance Certified in Kentucky.
Natalia is involved in many local organizations including St. Margaret Mary Parish and is the Vice Chair on the Associate Board Member of Gilda’s Club. She is a native Louisvillian and graduated from Sacred Heart Academy.
When not working on behalf of our clients, Natalia can be found spending time with her husband, John, and teenage daughter. She is active in her daughter’s school and horseback riding activities and enjoys reading, working out, and being outdoors with her two dogs.
Stephanie Clark
Client Assistant
502-426-0865
A native of Louisville, KY, Stephanie attended Western Kentucky University, where she played volleyball. She has been working at Hilliard Lyons, now R.W. Baird, for 23 years as a Client Assistant. Stephanie prides herself in building a strong relationship with customers by providing support for their account needs and excellent customer service.
Stephanie is married to her husband, William, and has two children, Marlon and Mechael. Her daughter has continued the family tradition of playing collegiate volleyball at the University of Pittsburgh. She is also a group fitness instructor at the YMCA. In Stephanie's free time she enjoys working out and spending time with her family.