Meet Our Team

An investment professional for more than 25 years, Jeff’s focus is on helping to design portfolios that adhere to his clients’ goals and objectives with a keen sight on their risk tolerance. A big believer in asset allocation, Jeff uses a variety of investment vehicles to help diversify accounts among the four basic asset classes: cash and cash alternatives, equities, fixed-income, and alternative investments**. He believes intently on managing risk in accounts and using cash flow (dividends and interest) to help smooth out the volatility of up and down markets.*

Jeff and his team know that managing client assets requires trust and accountability. They work hard to deliver a level of service and experience that has provided a strong track record over the years. Jeff earned his bachelor’s degree in finance from the University of Virginia’s McIntire School of Commerce. A CERTIFIED FINANCIAL PLANNER™ professional, Jeff also holds life and health insurance licenses and is Mortgage licensed with the NMLS (#1416417). Furthermore, he has Series 7, 63 and 65 registrations.

Jeff lives in Vienna, VA, with his wife and team partner, Natalie, and their two sons, Fletcher and Tanner.

CA Insurance License: #1951832
Resident State: VA

**Alternative investments carry specific investor qualifications which can include high income and net-worth requirements as well as relatively high investment minimums.  Available to pre-qualified investors only.

*Dividends can be increased, decreased or totally eliminated at any point without notice.

 

As a Financial Advisor for more than 25 years and a founding member of The Davis Private Wealth Management Group of Wells Fargo Advisors, Natalie’s mission is to make a difference in her clients’ lives by providing comprehensive holistic wealth planning services with passion and integrity. She listens carefully to clients’ goals, values, and concerns, and she works tirelessly to help them achieve their personal and financial objectives. She is committed to building a relationship of trust with you and implementing an investments strategy that evolves over your lifetime.

Natalie began her financial services career at Johnston, Lemon and Co. Incorporated in 1989, where she earned her Series 6, 7 and 63 registrations. After spending more than 20 years there, she joined Morgan Stanley in 2010 and then joined Wells Fargo Advisors with the team in 2019. Natalie earned her bachelor’s degree from James Madison University.

Natalie lives in Vienna, VA, with her husband and team partner, Jeff, and their two sons, Fletcher and Tanner.

Young joined the financial services industry in 2012 at Morgan Stanley, and has been with The Davis Private Wealth Management Group of Wells Fargo Advisors since 2019. He currently holds several financial service industry registrations, including Series 7 and 66. He is highly experienced with helping clients achieve their financial goals with the utmost attention and support to every detail.

Young graduated from the University of Maryland with a bachelor’s degree in economics. He is an avid sports fan and enjoys playing basketball and golf.

Molly joined the financial services industry in 1988 and subsequently brings over 25 years of industry experience to The Davis Private Wealth Management Group of Wells Fargo Advisors. As a Registered Client Associate, she is responsible for a variety of financial services that enhance and deliver a preferred client experience.

Molly graduated with a bachelor's degree from Radford University. She is a native of Northern Virginia and enjoys spending time with her family and being involved in community activities.