About Trevor Ryan Davis
As an Associate Vice President/Wealth Management Associate and CERTIFIED FINANCIAL PLANNER™, Trevor assists in advising clients as they build and preserve their wealth. Trevor works closely with the partners and utilizes Morgan Stanley’s advanced planning resources to implement customized investment and retirement solutions.
Trevor leads the financial planning aspect of the practice. He takes time to listen to clients and their families’ multi-generational goals and helps to develop strategies to achieve those goals. Trevor will regularly connect and collaborate with external tax/legal advisors to build and maintain integrated cash flow and legacy plans. Along with leading planning, he also supports risk management and asset allocation reviews to ensure that client portfolios are consistent with long term objectives.
In partnership with Brian Gormley CFA, CFP® and Morgan Stanley’s Executive Financial Services Team, Trevor serves corporate insiders to responsibly manage concentrated equity positions under SEC rule 10b5-1. He leverages the team’s expertise, and helps executives to monetize their non-cash compensation in an efficient manner while maintaining safe harbor.
Trevor also leads equity participant education and marketing efforts for The Bankhead Group. He proactively monitors public policy and relevant educational topics.
Trevor earned a B.S. in Economics with a concentration in finance from Tufts University, where he was a member of the Varsity hockey team. He currently resides in South Boston. In his spare time, he enjoys skiing, mountain biking, playing hockey, and spending time with family and friends.
Securities Agent: MA, WY, WV, VT, UT, OR, NM, NJ, MT, IA, CA, TN, OH, NE, KY, ID, WI, SD, NV, NH, MI, IN, GA, CO, WA, MD, LA, FL, AL, VA, MN, ME, IL, DC, CT, NY, KS, SC, PR, HI, AK, ND, MS, MO, VI, TX, RI, OK, NC, DE, AZ, AR, PA; General Securities Representative; Investment Advisor Representative