We focus on your finances so you can focus on your life
At The Davis Group, we deliver financial guidance that maximizes your quality of life. Our goal is to uncover what that means to you through genuine conversations, then turn those insights into a detailed, in-depth financial plan designed just for you.
Through investment expertise and creative solutions, we bring clarity to your most complicated challenges and help you take the right steps to fulfill your dreams. We understand you have a career to build and a life to live, so we simplify your financial life so you can focus on the rest of your life.
Alex W. Davis
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 two children, Jack and Bridget. 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® 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 graduate of Baird’s Financial Advisor Training Program and is a CERTIFIED FINANCIAL PLANNER™. 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 an 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.