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.

Your Life. Your Goals. Our Commitment.
  • Retirement Planning
  • Portfolio Management
  • Financial Planning
  • Tax-Efficient Withdrawal Strategies
  • Legacy Planning & Estate Coordination
  • Social Security Planning
  • Insurance Planning
  • Cash Management & Lending Solutions
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

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.

Forbes Magazine - Best-In-State Wealth Advisor

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.

Forbes Magazine - Top 250 Wealth Advisor in America

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.

Barron's - Top 1,200 Financial Advisor in America

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.

Financial Times - Top 400 Financial Adviser in America

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.

A Plan For The Life You Want To Live and The Legacy You Want To Leave Behind

A comprehensive analysis that puts into perspective where you currently stand relative to where you want to be is the first and most important step in our planning process. It not only sets the stage for future decisions, but it also allows us to collaboratively establish a path to get you to where you need to be.

Then over time, as life happens, we'll adjust and adapt your plan to changes in circumstances, helping you to achieve — and to protect — what you've worked so hard for.

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    Phase 1: Getting To Know You and The Future You Envision

    Discovery Conversation

    • Understand the type of help you're looking for and the lifestyle you want to live
    • Gain a clearer sense of family circumstances/ legacy goals

    Confirming the Numbers

    • Inventory of assets, liabilities, and current and future sources of income
    • Analyze financial statement(s) and company benefit plan(s)
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    Phase 2: Collaboratively Developing Your Retirement Roadmap

    Meeting(s)

    • Put your financial trajectory into perspective
    • Provide feedback as to what could be done to optimize your path to achieving your financial goals
    • Talk through the opportunity costs of potential solutions

    Empirical Approach To Help You Decide

    • Custom analyses to help with decisions relating to employee benefit elections, distribution strategies, debt repayment, health insurance, and more

    Ongoing and Adaptive Planning

    • Proactively adjusting and adapting your plan to life's progressions
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    Phase 3 - Investment Strategy Tailored To You

    Personalized Investment Strategy

    • Professionally managed portfolio(s) customized to your income needs, investment time horizon, and appetite for market fluctuations

    Agreement and Accountability

    • Periodic performance and allocation reviews
    • Portfolio strategy update calls

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

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As you know, the world we live in is rapidly changing. While Ted was growing up, cybersecurity was never a topic that came up at the dinner table.

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.
Cyber at a Glance
Introduction to Rachel Wilson's cyber security background from being a senior executive at the National Security Agency (NSA) to now holding the title as Head of Cyber Security Technology for Morgan Stanley.
Episode 1
The Cyber Threat
Rachel educates listeners on how cyber criminal syndicates operate.
Episode 2
Protecting Your Personal Information
Rachel shares different measures we can take to prevent cyber security criminals from accessing our sensitive data.
Episode 3
Additional Layers of Protection
Rachel explains the threats of malware and coaches listeners on what they can do to better protect their personal devices.
Episode 4
Authentication
Rachel and Ted take a deeper dive in regards to Morgan Stanley's high authentication standards and explain how that helps protect client's identities.
Episode 5
Knowing Your Cyber Checklist
Rachel and Ted's final episode where they review some of the major points of the podcast series.
Episode 6

Location

233 S Wacker Dr
Ste 8600
Chicago, IL 60606
US
Direct:
(312) 419-3424(312) 419-3424
Toll-Free:
(800) 621-2842(800) 621-2842

Meet The Davis Wealth Management Group

About Ted Davis

Ted Davis is a CERTIFIED FINANCIAL PLANNER™ and a member of Morgan Stanley's Chairman Club, a group composed of the Firm’s Top Financial Advisors.

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. "
Securities Agent: FL, ID, TN, IN, HI, DE, WA, PA, OH, ME, MA, DC, WI, UT, RI, NV, NJ, IL, PR, MS, MI, LA, KS, IA, AK, NE, CA, TX, KY, GA, CT, VA, OR, OK, ND, AZ, AL, MO, SC, NM, NC, MD, NY, MT, MN, CO, AR; General Securities Representative; Investment Advisor Representative

About Alan Panozzo

Alan joined Morgan Stanley as a Wealth Management Associate in 2016 and has over 22 years of industry experience. Prior to joining Morgan Stanley, Alan was a financial advisor at Union Bank of Switzerland (UBS). Alan has a particular focus on security analysis and portfolio management which entails analyzing, monitoring, and re-balancing client accounts. He also assists clients in constructing goal based financial plans. Alan helps analyze client financial plans and assists in aligning their investments to their financial goals. Alan earned a Bachelor of Business Administration degree in finance from Benedictine University and graduated with magna cum laude honors. He holds the FINRA Series 7 and 66 licenses and is a Chartered Financial Analyst® (CFA®) charterholder. Alan has been a member of the CFA® Society of Chicago since 2004. He also earned his Certificate in Financial Planning through Northwestern University and then obtained the Certified Financial Planner™ designation in 2019.

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 has been with the Davis Wealth Management Group since 2004. The heart of what Jason does revolves around helping families prepare for their transition to retirement. Every situation is unique and that’s why he takes time to speak with and educate clients to help ensure they are adequately prepared for their next chapter in life. Jason’s background includes 401(k) planning, corporate pension plans, and Social Security benefit analysis. He earned a B.S. in finance from the University of Illinois at Chicago. Jason holds the FINRA Series 7 and 66 licenses and completed his Chartered Retirement Planning Counselor™ designation in 2012. He also earned his Certificate in Financial Planning through Northwestern University and then obtained the Certified Financial Planner™ designation in 2019.

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

Tex’s career began at UBS as an intern in 2006 while he was completing his bachelor’s degree at the University of Illinois-Chicago. Tex focuses on many of the behind-the-scenes areas that are vital to both our group and our clients. His main areas of emphasis include creating financial plans, assisting in the orchestration of our various speaking engagements and conducting research for our portfolio managers. Tex holds the FINRA Series 7 and 66 licenses and completed his Chartered Retirement Planning Counselor™ designation from the College of Financial Planning in 2019.

He enjoys playing golf and traveling to different states with his wife Sheetal and their son and daughter.

About Andrew Barretto

Andrew began his financial services career at the Union Bank of Switzerland (UBS) and joined the Davis Wealth Management Group after earning his BBA in Finance from Loyola University of Chicago. He is a Chartered Retirement Planning Counselor™ professional and holds the FINRA Series 7 and 66 licenses. Andrew’s primary focus revolves around thoughtful preparation during times of transition such as retirement. His role within the team consists of helping families achieve their financial goals through personalized financial plans, tax minimization strategies, and employee benefit analyses.

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

Michelle began her career in the financial services industry after earning her bachelor’s degree in finance at Governors State University in 1999. She holds the FINRA Series 7 and 66 licenses. Michelle works closely with clients to help them with the account opening, transfers and distributions process. Being a veteran of the wealth management industry with experience in the banking field as well, Michelle is well equipped to assist clients with all of their service needs.

In their free time, Michelle and her husband Darrel, attend wine tastings, garden, and spend time with their families and friends.

About Ashley Trompeter

Ashley became a Client Service Associate for the Davis Wealth Management Group in 2007, where she has played an integral role in helping clients with their account needs. Ashley strives to achieve outstanding customer service with all client interactions. Ashley specializes in coordinating client dinners events. She assists Ted in organizing quarterly conference calls and managing his schedule. She graduated from Illinois State University with a bachelor’s degree in communication studies. Ashley and her husband, Bob, live in the Chicago suburbs. They welcomed their first child, Taylor, in early 2017. They enjoy regular get togethers with their friends & family, cooking and spending time outdoors.

About Marina Kawamura

Marina joined The Davis Wealth Management team full time in November 2015, after participating in the internship program for eight months. She received her bachelor's degree in Finance from DePaul University. Marina strives to create close personal relationships with clients, while servicing them with their account needs on a day to day basis. Clients typically find Marina most helpful when they are looking to open or transfer retirement and non-retirement accounts. She also assists clients with withdrawing and depositing funds when needed.

Marina enjoys trying new restaurants, traveling with her husband Freddy, and spending time with her family.

About Stephanie Davis

Stephanie joined the Davis Wealth Management Group at Morgan Stanley as a Portfolio Management Associate in 2024. In her current role, she focuses on facilitating communication & engagement with clients, creating financial plans, and supporting the portfolio managers. Before joining the team, Stephanie was a Senior Investment Associate at Northern Trust Wealth Management. Stephanie began her career as an analyst at Goldman Sachs Asset Management, following graduation from the University of Michigan with a bachelor's degree in Economics. She currently holds the FINRA Series 7, 63, and 65 licenses.

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

Lilly began at the Davis Wealth Management Group by participating in the internship program for eleven months and joined the team full time in July of 2024. Lilly strives to build meaningful relationships with families while helping them prepare for their transition to retirement. Her role within the team consists of creating personalized financial plans, prospecting connections with potential clients, and helping coordinate seminars and events. She received her BBA in Finance from Loyola University Chicago and holds the FINRA Series 7 and 66 licenses.

In her free time, Lilly enjoys traveling to new places, unwinding on Lake Michigan, and spending time with her family.
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Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

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Awards Disclosures
CRC 6491812 (04/2024)