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Bernadette Davis

Executive Director, Practice Management Consultant at Morgan Stanley

Bernadette Davis has over three decades of experience in the financial services industry, currently serving as an Assistant Vice President and Regional Training Officer at Morgan Stanley since January 2011. In this role, Bernadette partners with Field Management and Branch Office staff to enhance revenue, client service, and productivity for Financial Advisors through diverse training methods. Prior to Morgan Stanley, Bernadette held various positions at TIAA-CREF from 1997 to 2010, including Regional Vice-President and Assistant Vice-President, where responsibilities included leadership in the Wealth Management Group and meeting client objectives for retirement plans. Earlier experience includes roles at First of America Bank as a Financial Service Consultant and Comerica Bank as VP & Business Development Officer, focusing on investment management services and client relationship management. Bernadette holds a Bachelor of Business Administration in Management from Eastern Michigan University.

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