Our Story and Services

For the past 30 years, our team has had the humble honor and privilege to help families navigate their road to retirement. We are well-positioned to provide thoughtful advice and a personalized approach that will give you greater confidence to pursue the retirement that you have always hoped for. We are dedicated to serving your needs promptly, professionally, and thoroughly. Above all, we are committed to earning your trust not only through the quality of retirement strategies we present, but through the excellence with which we deliver them.
Services Include
  • Retirement Planning1
  • 401(k) Rollovers
  • Asset Management2
  • Financial Planning3
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Personal Cyber Security Podcast Series

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

Awards:

• Forbes America's Top Wealth Advisors 2017 - Ted Davis

• Barron's Top 1,200 Financial Advisors 2014-2016 - Ted Davis

• Financial Times Top 400 Financial Advisors 2014 - Ted Davis

• Barron's Top 1,000 Financial Advisors 2010-2013 - Ted Davis
    • Team Brochure
      The brochure includes a personalized biography of each team member, deeper insight onto our consultative process, and a list of the services that we offer.

      CRC: 2241975
      EXP: 09/19
      Brochure
    • Team Newsletter
      The newsletter includes market commentary from Morgan Stanley’s top economists, a behind the scenes look into some of our team members lives, and fun event recommendations that you can attend with your family.

      CRC: 2383601
      EXP: 01/20
      Newsletter
    • Thorough, thoughtful planning that analyzes where you are, as well as where you want to go, is the most important step in establishing a clear path to financial independence. We will work with you to explore and define your objectives and needs, and then structure a plan that is personalized to your situation.

      Our financial planning worksheet contains the background information we would need to confirm in order to be able to complete your complimentary personalized financial plan.
      Financial Planning Worksheet

    Location

    233 S Wacker Dr
    Ste 8600
    Chicago, IL 60606
    US
    Direct:
    (312) 419-3600(312) 419-3600
    Toll-Free:
    (800) 621-2842(800) 621-2842

    Meet The Davis Wealth Management Group

    About Me

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

    About Me

    Alan joined Morgan Stanley as a Wealth Management Associate in 2016 and has over 18 years of industry experience. Prior to joining Morgan Stanley, Alan was a financial advisor at UBS Financial Services. Alan has a particular focus on security analysis and portfolio management which entails analyzing, monitoring, and rebalancing client accounts. He also assists clients in constructing goal based financial plans. Alan helps analyze the financial plans and assists in aligning a client’s financial goals with investments to help them achieve those goals.

    Alan earned a Bachelor of Business Administration degree in finance from Benedictine University and graduated with magna cum laude honors. He is a Chartered Financial Analyst® (CFA®) charterholder and has been a member of the CFA® Society of Chicago since 2004. Alan and his wife, Cheryl, have two sons, A.J. and Joey. Alan enjoys exercising, gardening, and coaching his sons’ athletic teams in his free time.

    About Me

    Jason has been an advisor with the Davis Wealth Management Group since 2004, when he first joined the team. 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 and completed his Chartered Retirement Planning CounselorSM designation in 2012. 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 2 daughters that they enjoy together.

    About Me

    Michelle began her career in the financial services industry after earning her bachelor’s degree in finance at Governors State University in 1999. She works closely with our clients assisting them with account opening, transfers and distributions. Being a veteran of the wealth management industry with additional experience in the banking field, Michelle is able 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 Me

    Namik began his career at UBS Wealth Management working as an intern in 2013. Upon graduating from the University of Illinois at Chicago with a B.S. in finance and international business, Namik joined the Davis Wealth Management Group. His primary areas of focus include investment research and security analysis for our portfolio managers. Namik also assists in financial planning and providing service to clients. Namik enjoys reading, traveling and spending time in downtown Chicago.

    About Me

    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 enjoys playing sports and traveling in his spare time. He and his wife, Sheetal, were married in 2012. They welcomed their first child, Ettan, in 2014.

    About Me

    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 interaction. Ashley specializes in coordinating client dinners and 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 Me

    Marina joined The Davis Wealth Management team full time in November 2015, after participating in the internship program for eight months. 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 received her B.S degree in Finance from DePaul University. She enjoys trying new restaurants, watching movies, and spending time with her family, friends and dog Capri.

    About Me

    Marina Joined the Davis Wealth Management Team in January of 2017. Marina provides individualized service and support to clients by anticipating needs and following through to ensure an exceptional experience. In June of 2016, she graduated from DePaul University with a B.S. in Finance. Prior to joining the team she was a part of the strategic partnership team with a local Chicago Tech start-up and spent time interning with MillerCoors in their space planning Division before realizing her true passion was in the financial services industry. In her free time, Marina enjoys cooking with friends & family as well as traveling.

    About Me

    Andrew began his financial services career as a financial planning intern with UBS. Upon earning his BBA in Finance from Loyola University of Chicago, Andrew joined the Davis Wealth Management Group. His primary focus is to ensure that families are well-prepared for their transition to retirement by setting them up with a personalized retirement plan. Furthermore, Andrew also assists in the orchestration of Ted’s speaking engagements, and plays an integral role in the development of the team’s digital media initiatives. Andrew currently resides in Mount Prospect with his girlfriend Mallory. In his spare time he enjoys playing golf and pond hockey, attending sporting events, and traveling.
    Investment and Market Perspectives

    On the Markets

    Retirement

    Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
    • 401(k) Rollovers
    • IRA Plans
    • Retirement Income Strategies
    • Retirement Plan Participants
    • Annuities
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.
    • Asset Management
    • Wealth Planning
    • Traditional Investments
    • Alternative Investments
    • Impact Investing
    Investing in Artificial Intelligence and Automation

    Investing in Artificial Intelligence and Automation

    AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

    Family

    Creating customized financial strategies for the challenges that today's families face.
    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
    • Long Term Care Insurance
    • Special Needs Planning
    • Trust Services
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    Ready to start a conversation? Contact The Davis Wealth Management Group today.
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