Ted Davis

Ted leads the Davis Wealth Management Group at Morgan Stanley. Ted has a long and accomplished history in the financial services industry that extends more than 30 years. With a primary focus on retirement planning and asset management, Ted regularly speaks in the community about retirement planning, social security, estate planning, and other important financial planning topics. Ted has a particular passion for educating investors on the importance of creating a financial plan. He believes in regularly monitoring his clients’ financial situations throughout their retirement and making the necessary changes to their plans. Ted strives to help his clients meet their financial goals and never forgets how hard his clients have worked to accumulate their wealth. Ted earned his Certified Financial Planner™ designation from the College for Financial Planning in 1997. Ted is currently a member of Morgan Stanley's Chairman Council and also has been recognized as one of America's top Financial Advisors by publications such as Barron’s (2010-2016), Financial Times (2014), and Forbes (2017-2018). In his spare time, he enjoys reading, skiing, exercising, and spending time with his wife, Wendy, and their three daughters, Stephanie, Andie, and Kelsey.