![]() ![]() ![]() Davis and his team will provide you with top-notch service to ensure you and your family are fully prepared to face unpredictable life events and stay on course to achieve your retirement goals.įor the past 20 plus years, I have worked at Morgan Stanley, one of the preeminent financial services firms in the country. He, his wife Amy, and two children Lauren and Davis reside in Charlotte.Īs your financial advisor, he will work with you and your family to prepare a comprehensive financial plan to meet your goals. He grew up around the business and has always been a student of the financial markets. His father started as a financial advisor in 1958 and still runs a successful practice in Dallas, TX today. Within portfolio management, he focuses on individual portfolio construction using individual stocks, ETF’s, mutual funds, municipal bonds, and fixed income securities.ĭavis is originally from Sumter, South Carolina and earned his Bachelors in Finance (1991) and MBA in Financial Services (1993) from the University of South Carolina. Davis focuses on portfolio management and financial planning. Throughout this time, he has focused on meeting the financial needs of individuals, families, and business owners. Drew has always been passionate about helping others, and during a college internship with a financial advisor, she found a way to combine her passion with her interest in financial markets.ĭavis has 25 years of experience as a financial advisor. He grew up around the business and has always been a student of the financial markets.ĭrew grew up in Charlotte, North Carolina, with parents both in financial services. His father started as a financial advisor in 1958 and ran a successful practice until 2019. He has always liked statistics and helping people and after spending a day with one of the members (who was a financial advisor) when he was 12, he knew this was his calling.ĭavis is originally from Sumter, South Carolina and earned his Bachelors in Finance (1991) and MBA in Financial Services (1993) from the University of South Carolina. Ben had the opportunity to spend a lot of time with businessmen at the country club where his father worked. Ben and Drew have both achieved the Certified Financial Planner™ designation and focus on comprehensive financial planning to help clients meet their financial goals.īen Horn grew up in Ohio, where his Father was a golf pro. We realize that the families we serve have earned their wealth through many years of hard work, commitment and passion, and we strive to embody those same attributes in everything we do for our clients.īoth Davis and Ben are Portfolio Management Directors and focus on individual portfolio construction using individual stocks, ETF’s, mutual funds, municipal bonds, and fixed income securities. Our team, Davis Moise, Financial Advisor, Ben Horn, Financial Advisor, and Drew Kurtz, Wealth Management Associate, joined the industry directly out of college and have all followed our passion for assisting a select group of clients meet their financial goals. With 50 years of combined industry experience, the Moise Horn Team work with families and individuals to create custom investment and comprehensive financial plans. ![]()
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