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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
    • FL
    • GA
    • IA
    • KY
    • MA
    • MD
    • MI
    • MT
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA

    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, 2022, 2023The 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
      stephen.w.davis@ubs.com
      Stephen W. Davis, CIMA
      3011 Townsgate Road,Westlake Village / T,CA,91361
    • amparo 2

      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
              amparo.rios-davis@ubs.com
              Amparo Rios-Davis
              3011 Townsgate Road,Westlake Village,CA,91361
            • Mayra

              Mayra Venegas

              Wealth Strategy Associate

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              • AL
              • 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
              • TX
              • 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
                    mayra.venegas@ubs.com
                    Mayra Venegas
                    3011 Townsgate Road,Westlake Village / T,CA,91361

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