Ted Davis

Ted Davis

Formal First Name
Theodore (Ted)

Ted Davis, CFP®, Managing Director, Financial Advisor, Senior Portfolio Manager and Dedicated Equity Plan Specialist of The Davis Group at Morgan Stanley, has a long and accomplished history with over 30 years of experience in the financial services industry. With a primary focus on retirement planning and asset management, he speaks in the community about retirement planning, social security, estate planning, among other important financial planning topics. Ted also helps clients align their equity compensation strategy with their broader financial goals. He is a member of Morgan Stanley’s Chairman Council and has also been recognized as one of America’s top financial advisors by leading financial publications such as Forbes and Barron’s. He worked in the aerospace industry for two years before transitioning to finance.

Professional Experience

Academic History

Awards and Recognitions

Community Involvement