Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

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Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Stephen Davis Profile Photo

    Stephen W. Davis, CIMA

    Managing Director–Wealth Management

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • KY
    • MA
    • MD
    • MI
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • VA
    • WA

    Steve has been in wealth management since 1994 and has earned the Certified Investment Management Analyst® (CIMA ®) designation from the Wharton School of the University of Pennsylvania.  Steve is a Senior Portfolio Manager in the UBS Portfolio Management Program (PMP), which allows him to manage proprietary model portfolios and tailor investment strategies to meet each client's unique needs and goals.  His experience in financial planning, asset allocation and portfolio construction qualify him to translate macroeconomic data and financial market events into actionable ideas for client portfolios.  Steve is in regular communication with clients regarding their investments and constantly monitors the overall market environment.

    Steve is personally involved with many charitable organizations in the community. Currently, Steve serves on the Board of Ambassadors for The Boys & Girls Club of Greater Conejo Valley and the UCSB Alumni Board of Directors.  Steve and his wife, Amparo, live in Westlake Village with their sons Jacob and Robert, and daughter Alessandra.

     

    California Insurance License: 0B44118

    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

      • Certified Investment Management Analyst®
      • Senior Portfolio Manager
      3011 Townsgate Road
      Suite 300, 3rd Floor
      Westlake Village / T, CA 91361
    • Courtney K

      Courtney Kershaw

      Senior Wealth Strategy Associate

      CERTIFIED FINANCIAL PLANNER™

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      • AZ
      • CA
      • CO
      • CT
      • FL
      • GA
      • MA
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      • MI
      • NC
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      • NV
      • NY
      • OH
      • OR
      • PA
      • TX
      • WA

      Courtney joined UBS in 2019 as a Senior Wealth Strategist.  She has a commitment to developing strong ongoing relationships with each client and providing financial guidance as life situations change. She began her financial services career is 2007 with Citi Smith Barney.  She is a Certified Financial Planner™ practitioner, and holds a Series 7,66,9, and 10 securities licenses as well as an California Life, Accident and Health Insurance license and earned a Bachelor's degree from Pepperdine University. She ensures that all client requests are handled promptly and is instrumental in delivering the highest level of client service.   She has a passion for health and fitness, live music and travel.  

        • Pepperdine University, Bachelor's Degree
        • CERTIFIED FINANCIAL PLANNER™
        3011 Townsgate Road
        Suite 300, 3rd Floor
        Westlake Village, CA 91361
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        Brandi Lynn Post

        Client Associate

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          Brandi Lynn joined The Davis Group, in 2020, as a Client Service Associate. She ensures that all client requests are handled promptly and always strives to deliver excellent client service. Brandi is currently studying for Series 7 exam. She graduated from Everest College with a Degree in Surgical Technology. Brandi Lynn enjoys spending time with her family and friends;  and furthering her passion for Photography.

            • Everest College, Surgical Technology
              3011 Townsgate Road
              Suite 300, 3rd Floor
              Westlake Village, CA 91361
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              Amparo Rios-Davis

              Client Associate

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                Amparo works with high-net-worth UBS clients to assist in the coordination and collection of financial asset information to prepare a client’s comprehensive financial plan. In her role she provides support for helping a client identify their financial goals and develop a tailored plan to meet their specifically tailored financial objectives. Amparo graduated from the University of California at Los Angeles, and received her Juris Doctorate Degree in 1997. Prior to UCLA Law, Amparo received her Bachelor of Art degree from the University of California at Santa Barbara in 1994. Amparo is a licensed attorney in the State of California and a member of the California State Bar.

                      3011 Townsgate Road
                      Suite 300, 3rd Floor
                      Westlake Village, CA 91361
                    • Mayra

                      Mayra Venegas

                      Wealth Strategy Associate

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                      • AL
                      • AR
                      • AZ
                      • CA
                      • CO
                      • CT
                      • DC
                      • DE
                      • FL
                      • GA
                      • HI
                      • ID
                      • IL
                      • KS
                      • KY
                      • MA
                      • MD
                      • ME
                      • MI
                      • MN
                      • MS
                      • MT
                      • NC
                      • NJ
                      • NV
                      • NY
                      • OH
                      • OK
                      • OR
                      • PA
                      • RI
                      • SC
                      • SD
                      • TN
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                      • UT
                      • VA
                      • WA
                      • WV

                      Mayra Venegas recently joined the Davis Group as a Wealth Strategy Associate.  Mayra has over 15 years of experience in the area of Finance, first as a branch manager for Bank of America and more recently as a Registered Wealth Management Client Associate for Merrill Lynch and Morgan Stanley.  She has a Bachelor of Science in Finance from Cal State University Northridge and an MBA from Woodbury University.  In addition, she holds her series 7 and 66 licenses. 

                      Mayra is married to her husband, Ray, and just recently had her first child, a daughter named Isabella.

                      In her free time Mayra enjoys practicing martial arts where she holds a brown belt in Kenpo karate and spending time with her family and her two dogs, Buddy and Nova.

                            3011 Townsgate Road
                            Suite 300, 3rd Floor
                            Westlake Village / T, CA 91361

                          The circular economy: What is it?

                          Retirement planning

                          Retirement planning

                          Multigenerational planning

                          Multigenerational planning

                          Legacy—Wealth for others

                          For needs that go beyond your own—to help you improve the lives of others

                          What will your legacy be?
                          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                          Learn more at ubs.com/wealthway.

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                          A global leader in wealth management

                          $2.8 trillion

                          In invested assets globally 
                          As of 06/30/2022

                          51 countries

                          Our global footprint

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                          UBS is a world-leading wealth manager