President & Principal

Stephen K. Davis is the Founder, President and Principal of Safe Harbor Asset Management, Inc.

He has previously held the following security licenses:

•Series 7: General Securities
•Series 24: Licensed Principal
•Series 63: NY State Uniform Securities Agent

Areas of Expertise

Stephen’s career spans four decades in financial services. He has broad experience with tax avoidance strategies that help build client net worth. He believes Income and Capital Gains taxes are a serious impediment to wealth accumulation. For 20 years he has been a sought after speaker to Real Estate, Legal and Accounting professionals on the 1031 Exchange opportunity, and has helped clients properly structure their exchange.

Speaking Engagements & Publications

Stephen continues to lecture on various subjects regarding various Tax Avoidance Strategies, Asset Allocation, Risk Management, Portfolio Composition, and his application of Modern Portfolio Theory to financial professionals, trade groups and associations.

He has been quoted in the New York Times and has written numerous industry-related articles for various publications, including Financial Advisor Magazine. Residing in Huntington, NY with his wife, Stephen enjoys boating, skiing, and is an accomplished watercolor artist whose work has been exhibited in local art showcases.

Tanya Davis

DST, Business Development & Marketing Manager

After establishing a successful career for 15 years in Advertising & Digital Media as a Data Analyst, Tanya has joined the family business. Having double majored at the University of Delaware, she received her Bachelor’s degree in International Relations & Economics in 2004. Her skills to project revenue growth, monitor monetization gaps and create data models equip her to make informative & strategic decisions.

As DST and Business Development Manager she works alongside our Principal RIA and Sponsors to educate Real Estate Brokers & Professional Advisors on the 1031 Exchange Market Place. To get access to securitized investment grade properties for your clients, contact her at Tanya@investsafeharbor.com


Office Manager

Jessica has over  thirty years of experience in the Wealth Management industry. Having previously worked for 10 years for a Financial Advisor in East Islip, NY as an Administrative Assistant. Jessica has been with Safe Harbor since 1997.

As Office Manager, Jessica is in charge of our Client Services department. Her duties are administrative and clerical; she prepares detailed client paperwork and illustrations, does account processing, and handles Human Resources. Playing a key role in the efficiency of Client Services, Jessica assists in maintaining our adherence to all compliance and licensing requirements. Proficient in various computer programming systems, Jessica runs our Portfolio Management System, which produces all of our clients’ quarterly reports and billing of fees.

“Giving personal attention to our clients and their needs is something that I value. I love when I can assist our clients while putting them at ease as they entrust their portfolios for us to manage. I enjoy the variety of challenges that may arise and aiding in the solutions for our client investors.”

Any questions for our Client Services Department, you may contact her at Jessica@investsafeharbor.com.


Investment Advisor Representative

Alex, joins the team with a Financial and Real Estate background. Having owned Proper Foundations, LLC, he combines experience working in the Finance industry over the past ten years with his skill in advising clients and brokers of their 1031 Exchange needs. He’s a graduate of Boston University with a BA in International Relations & Security Studies. He currently holds the following licenses: Series 7 & 65. For more information on conducting a 1031 Exchange, Alex can be reached at Alex@investsafeharbor.com


*Financial Advisor Magazine’s RIA Survey & Rankings recognition received in the July issues of 2012, 2015 and 2016, published online, and are based on assets under management at year end for the two calendar years prior to publication date. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Long Island Business News’ Long Island Business & Finance Awards recognition received in the Nov 18-24, 2022 issue. This award is based solely on self-nomination and number of votes received by the voting public. Safe Harbor Asset Management and its advisors do not pay for placement on 3rd party rating or ranking lists. Rankings and recognitions are no guarantee of future investment success.