

The Davis Wealth Management Group at Morgan Stanley

Our Mission Statement
Ted Davis ranked #5 in Forbes Magazine's Best-In-State Wealth Advisor list (2024), making it his fourth consecutive Top 5 ranking (2021-2024) and seventh consecutive year on the list (2018-2024).
Preparing for Retirement
Retirement is be one of life's most meaningful chapters. It provides the opportunity to focus on the people and experiences that matter most. It's a culmination of your life's work and a time that could be full of purpose, adventure, and even personal growth.
In this new way of life, your financial goal will shift from consistently building up your life savings to turning it into a stream of income that will last a lifetime and perhaps, a lasting legacy thereafter. To successfully do so will involve a thorough and thoughtful plan that incorporates the many interconnected decisions that will soon come your way. Decisions on benefit elections, taxes, investments, estate planning, health insurance, and many more.
With over 30 years of retirement planning experience, the Davis Wealth Management Group at Morgan Stanley is well equipped to help you successfully navigate through the next steps ahead and ultimately help you make the decisions that will allow you to live the life you envision.
- Retirement Planning
- Portfolio Management
- Financial Planning
- Tax-Efficient Withdrawal Strategies
- Legacy Planning & Estate Coordination
- Social Security Planning
- Insurance Planning
- Cash Management & Lending Solutions
Standard of Excellence
In recognition of Ted Davis and his team's commitment to help countless families transition into retirement and their dedication to educate the community over the years, Ted has consistently been recognized as one of America's Top Financial Advisors by Forbes Magazine, Barron's, and The Financial Times.
Ted Davis (2018, 2019, 2020, 2021, 2022, 2023, 2024)
Disclosures:
(2018-2024) Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2018-2024). Data compiled by SHOOK Research LLC based on a 12-month timeperiod concluding in June of year prior to the issuance of the award.
Ted Davis (2018, 2019, 2020, 2021, 2022)
Disclosures:
(2018-2022) Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded 2018-2022). Data compiled by SHOOK Research LLC based on a 12-month timeperiod concluding in June of year prior to the issuance of the award.
Ted Davis (2014, 2015, 2016, 2020, 2021, 2022, 2023, 2024)
Disclosures:
(2014-2016 & 2020-2024) Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred toas Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2014-2016 & 2020-2024). Data compiled by Barron's based on a 12-monthtime period concluding in September of year prior to the issuance of the award.
Ted Davis (2014 & 2020)
Disclosures:
(2014 & 2020) Financial Times 400 Top Financial Advisors
Source: ft.com. (awarded 2014 & 2020). Awarded 2014; Data compiled by the Financial Times based on a 12-month time period from 9/30/12-9/30/13. Awarded 2020; Data compiled by the Financial Times based on a 12-month time period from 6/30/16-6/30/19.
To discuss your situation and/or attend an upcoming event, please feel free to contact us at:
- Phone: 312-419-3424
- Email: TheDavisGroup@MorganStanley.com
Seminar & Webinar Topics of Discussion
- Retirement Income Planning
- Retirement Transition Planning
- Navigating Employee Benefit Options
- Planning for Liquidation Events
- Planning for Your Legacy
- Planning for the Unexpected
- Social Security Enrollment
- Medicare Enrollment
Ted Davis & Rachel Wilson - Cybersecurity Podcast Series

With everything we see and hear in the news regarding cyber fraud, Ted wanted to put together a podcast series to better protect the people he cares for.
To create the podcast series, Ted traveled to New York in early March to interview Rachel Wilson - Head of Cybersecurity for Morgan Stanley Wealth Management and former senior executive of the NSA’s counterterrorism and cyber exploitation divisions.
His intention was to share information about the cybersecurity area at Morgan Stanley and to also provide listeners with specific actions that they should consider in order to better protect their personal information.
Location
Meet The Davis Wealth Management Group
About Ted Davis
In recognition of his commitment to his clients and dedication to educate families in the community, Ted has consistently been recognized as one of America’s Top Financial Advisors by several prominent financial publications. Ted was recently ranked #5 in the latest Forbes Best-In-State Wealth Advisor list (2024) – making it his fourth consecutive Top 5 ranking (2021-2024) and seventh consecutive year being named to the list (2018-2024). Ted has also been recognized as a Forbes Top 250 Financial Advisor (2018-2022), Barron’s Top 1,200 Financial Advisor (2014-2016 & 2020-2024),and Financial Times Top 400 Financial Advisor (2014 & 2020).
Ted’s primary focus revolves around goals-based financial planning and active asset management. With a deep understanding of company benefit plans, Ted grew a particular passion for helping families navigate their way to one of life’s most meaningful rites of passage, retirement. From families in the workforce who are focused on wealth accumulation to retirees who are now thinking about estate and legacy planning, Ted strives to provide thoughtful guidance every step of the way. Taking the time to understand what matters most to each of his clients allows him to provide an ongoing and adaptable financial plan that acts as the foundation to his client’s most important decisions.
Outside the office, Ted enjoys skiing, exercising, and spending time with his wife Wendy and their three daughters, Stephanie, Andie, and Kelsey. He also serves on the board of trustees for Riverview School in Sandwich, Massachusetts.
(2018-2024) Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2024). Data compiled by SHOOK Research LLC based on a 12-month timeperiod concluding in June of year prior to the issuance of the award.
(2018-2022) Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2022). Data compiled by SHOOK Research LLC based on a 12-month timeperiod concluding in June of year prior to the issuance of the award.
(2014 & 2020) Financial Times 400 Top Financial Advisors
Source: ft.com. (awarded 2014 & 2020). Awarded 2014; Data compiled by the Financial Times based on a 12-month time period from 9/30/12-9/30/13. Awarded 2020; Data compiled by the Financial Times based on a 12-month time period from 6/30/16-6/30/19.
(2014-2016 & 2020-2024) Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2014-2016, 2020-2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award."
(2010-2013) Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2010-2013). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award. "
About Alan Panozzo
Alan and his wife, Cheryl, have two sons. Alan enjoys exercising, gardening, and coaching his sons’ athletic teams in his free time.
About Jason Darfler
Jason’s interests include riding his Harley, playing hockey, and being involved in numerous projects at Willow Creek Community Church. Jason and his wife, Cheryl, also have 3 daughters that they enjoy together.
About Tex Nayak
He enjoys playing golf and traveling to different states with his wife Sheetal and their son and daughter.
About Andrew Barretto
Andrew currently resides in the north suburbs of Chicago with his wife Gina and their French Bulldog, Bonnie. In his spare time, he enjoys attending sporting events, traveling, and golfing.
About Michelle Jennings
In their free time, Michelle and her husband Darrel, attend wine tastings, garden, and spend time with their families and friends.
About Ashley Trompeter
About Marina Kawamura
Marina enjoys trying new restaurants, traveling with her husband Freddy, and spending time with her family.
About Stephanie Davis
Stephanie's initial interest in the dynamic and ever-changing landscape of financial markets has evolved into an aspiration to help educate individuals of all generations on the power of investing to achieve their lifetime goals.
Outside the office, Stephanie enjoys spending time with her family and their dogs, skiing, and playing volleyball with friends.
About Lilly Halliday
In her free time, Lilly enjoys traveling to new places, unwinding on Lake Michigan, and spending time with her family.

Contact Ted Davis
Understanding Your Retirement Plan Options When You Leave a Job
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Financial Wellness
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
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