Davis-Moody Group
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Experience

Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Della Moody-Davis

First Vice President–Wealth Management

Financial Advisor

Registered States:
  • CA
  • CO
  • DE
  • FL
  • NY
  • OK
  • SC
  • TN
  • TX
  • VA

Della Moody-Davis

4400 Post Oak Parkway
17th Floor
Houston, TX 77027

Email Me

Della Moody-Davis

First Vice President–Wealth Management

Financial Advisor

Registered States:
  • CA
  • CO
  • DE
  • FL
  • NY
  • OK
  • SC
  • TN
  • TX
  • VA
4400 Post Oak Parkway
17th Floor
Houston, TX 77027

Email Me

beth.moody@ubs.com
Della Moody-Davis
4400 Post Oak Parkway,Houston,TX,77027

Jeffrey Davis, CFP

Account Vice President

Senior Wealth Strategy Associate

Registered States:
  • CA
  • CO
  • DE
  • FL
  • NY
  • OK
  • SC
  • TN
  • TX
  • VA

Jeffrey Davis, CFP

Credentials

  • CERTIFIED FINANCIAL PLANNER®

Jeffrey Davis, CFP

4400 Post Oak Parkway
17th Floor
Houston, TX 77027

Email Me

Jeffrey Davis, CFP

Account Vice President

Senior Wealth Strategy Associate

Registered States:
  • CA
  • CO
  • DE
  • FL
  • NY
  • OK
  • SC
  • TN
  • TX
  • VA

Credentials

  • CERTIFIED FINANCIAL PLANNER®
4400 Post Oak Parkway
17th Floor
Houston, TX 77027

Email Me

jeff.d.davis@ubs.com
Jeffrey Davis, CFP
4400 Post Oak Parkway,Houston,TX,77027

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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