“I believe we add the most value to our clients through planning that goes beyond investments. By incorporating lending, estate and philanthropy strategies into your financial picture, we pull it all together through Wells Fargo affiliates on your behalf. What’s more, we want to make the process enjoyable by being approachable and enthusiastic about your opportunities."

How I can help you

Alex focuses on complex investment planning that includes estate planning strategies and philanthropy as outlined in their individual investment plans. He also handles asset management for the team, customizing a portfolio for each client based on their objectives and drawing on his depth of investment acumen. Alex is a Senior Financial Advisor, indicating his extensive knowledge in working with high-net-worth clients, as well as giving him access to specialized resources designed to meet their sophisticated needs. He is also a Private Investment Management (PIM) Portfolio Manager with the firm, which means he has met specific criteria to serve as clients’ personal portfolio manager. In addition, he has access to the Wells Fargo Sports & Entertainment Program, so he is uniquely suited to address the financial opportunities and challenges of professionals in these fields.


What makes me knowledgeable

Alex began his career in the wealth management industry in 2001 and has since worked at a number of leading firms, including First Republic Investment Management, Morgan Stanley Private Wealth Management, Bank of America, Citigroup Smith Barney, Jefferies & Company and J.P. Morgan Securities. At Morgan Stanley, Alex held the title of Managing Director, and he was a Private Wealth Advisor and Family Wealth Director, a role exclusive to advisors with extensive knowledge and experience working with multigenerational wealth situations. Alex has been recognized by Forbes as a Best-in-State Wealth Advisor in 2022 and 2023.1 He earned a B.A. in economics from Syracuse University.


Getting to know me

Alex is the father of two boys, Ryan and James. He is active in his local community as a member of the development committee, finance committee and founder of the next-generation board of advisors for United Friends of the Children, a nonprofit organization that focuses on empowering current and former foster youth. He is also on the Dean’s Advisory Board of the College of Arts and Sciences for Syracuse University. In his free time, Alex enjoys golf, tennis and skiing.


CA Insurance License Number: 0K02976. Resident State CA

Source: Forbes.com. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22; 2022 Forbes
Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21.The Forbes Best-in-State Wealth Advisors rating
algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment
performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

“Our team excels in helping clients use liability management to support their goals. We can provide access to residential mortgages, commercial loans and tailored lending solutions that are offered through Wells Fargo Bank N.A., a bank affiliate of Wells Fargo & Company.”


How I can help you

Nick serves clients through investment planning with a particular focus on providing access to cash management and lending solutions that support clients’ goals. He offers extensive knowledge in lending and banking, and he helps clients integrate these resources strategically into their investment plan.


What makes me knowledgeable

Since beginning his financial services career in 2006, Nick has worked at several well-known firms, including Morgan Stanley, First Republic Investment Management, UBS Financial Services and J.P. Morgan Securities. Among many roles, he served as a Family Wealth Director at Morgan Stanley, a small subset of Morgan Stanley advisors with advanced knowledge of wealth transfer, family dynamics, risk management, philanthropy, lending, business succession planning and more. Nick earned a B.S. in mathematics and a B.A. in economics from the University of California, Irvine.


Getting to know me

Nick’s life outside the office revolves around his wife and three children. He has been active in his local community for many years and volunteers for the Toluca Baseball League and the Wesley School in Los Angeles. In his free time, he enjoys traveling and visiting new restaurants.

 
CA Insurance License Number: 0L92147. Resident State CA

Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.

“We have a team meeting every morning to discuss what is coming up that day, so we are all on the same page regarding what needs to get done for our clients. Everyone pitches in together—we all want to do what is right for each client, no matter how big or small.”
 

How I can help you

Heather serves as the team’s chief operating officer, overseeing its day-to-day business operations while supporting its advisors. She is typically a client’s first point of contact with the team and becomes the catalyst for responding to their requests and inquiries. A key component of Heather’s role is collaboration with the team to deliver what is most important and necessary to each client. She also organizes client meetings, prepares presentation materials and coordinates scheduling.


What makes me knowledgeable

Heather has worked in the wealth management industry since 2007 and became a colleague of Nick Davey that same year. She has served clients as a Client Relationship Director with First Republic Investment Management, a Private Wealth Management Associate at Morgan Stanley Private Wealth Management, a Client Associate at J.P. Morgan Securities and a Branch Service Associate at UBS Financial Services. Heather earned a B.S. in business administration from the University of California, Riverside.


Getting to know me

Heather and her husband have two beloved dogs—both are chihuahua mixes. Outside the office, she enjoys spending time with her friends, nieces and nephews, and she likes dining out and trying new restaurants.

How I can help you

Jeff’s primary focus is customizing investment solutions that help clients make progress toward their unique financial goals. His focus is developing multi-asset portfolios that are intended to build clients’ wealth, without incurring more risk than is necessary to achieve their targeted outcome. Throughout his career, Jeff has operated under the guiding principle that it’s the clients behind the numbers that matter most.


What makes me knowledgeable

With a 30-year career as a portfolio manager, Jeff has worked in the multi-asset solutions business at American Century and Principal Financial Group before joining the Kadish Davey Group. He has also taught finance courses at California State University, Long Beach and Grand View University. Jeff holds a Ph.D. in business economics from Oklahoma State University, as well as a master’s degree in management from Northwestern University and B.A. from the University of California, Santa Barbara.


Getting to know me

Jeff has two adult children. In his free time, he is an avid distance triathlete and has finished 17 IRONMAN races, including the prestigious World Championship in Kona, Hawaii.

How I can help you

Jackson provides operational support and daily financial reporting for the team’s clients.


What makes me knowledgeable

Jackson began his career in 2022 at Fidelity Investments and joined the Kadish Davey Group in 2023. He graduated from Southern Methodist University’s Cox School of Business with a degree in finance.


Getting to know me

Outside the office, Jackson enjoys golfing, going to the gym and the beach, and spending time with friends.

How I can help you

Gina works closely with team members to assist clients with their financial and account needs. She takes great pride in delivering excellent service and developing great relationships with both clients and colleagues.


What makes me knowledgeable

Prior to joining the Kadish Davey Group in 2023, Gina gained 25 years of experience in wealth management at UBS Financial Services.


Getting to know me

In her free time, Gina enjoys crafting and small home projects, and most recently she has started to expand her culinary skills. Currently, her favorite activity is spending time with her young niece.