Natalie Davis

A Financial Advisor for over 30 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 wealth planning services with passion and integrity. She listens to clients’ goals, values, and concerns, and she enjoys helping them achieve their financial objectives. She is committed to building a relationship of trust and implementing an investment strategy that evolves over a lifetime. Relying on comprehensive research, analysis, and best-in-class service, she carefully crafts personalized wealth management strategies for her clients. Working together with tax and legal advisers, she delivers personalized solutions that best serve clients’ needs. She seeks to attract clients at all stages of life, especially those who have the capacity to grow over time, incorporating holistic advice and money management. Whether clients are seeking tax-deferred growth for their personal investment portfolio or an attractive employee-benefit plan for their business, she can help navigate an array of complex choices. Natalie earned her bachelor’s degree from James Madison University and lives in Vienna, VA, with her husband and team partner, Jeff, their two sons, Fletcher and Tanner, and their two loving dogs.