The Davis Wealth Management Group at Morgan Stanley

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. "

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.

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.

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.

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.

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.

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.

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.

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.

Andie joined the Davis Wealth Management Group at Morgan Stanley as a Client Relationship Analyst in 2024. In her current role, Andie works to support relationship building with clients. She has always enjoyed connecting with others and learning about their lives, stories, and perspectives. In her previous role, she worked as a UX Researcher, moderating in-depth research interviews with various groups of users to uncover how websites and software can be more accessible and user friendly.

Outside of work, Andie enjoys trying new restaurants and coffee shops, cooking, and exploring New York City.

Carson joined the Davis Wealth Management Group at Morgan Stanley in May 2025 as a Client Service Associate. Prior to joining the team full time, he gained experience as both an Accounting Intern and a Digital Marketing Intern, where he developed strong client service and operational skills. In his current role, Carson focuses on connecting with prospective clients and supporting the team’s efforts to build new relationships.

Carson graduated Summa Cum Laude from Benedict College, where he earned a B.S. in Finance while balancing the demands of being a student-athlete. He is currently working on expanding his knowledge of comprehensive wealth planning, generational impact and increasing his responsibilities on the team.

Outside of work, he enjoys working out, golfing, and spending time with friends and family. Originally from Naples, Florida, he brings a strong work ethic, personal warmth, and a service-first mindset to every client interaction.

Matt is a Client Service Associate for the Davis Wealth Management Group and a graduate of The University of Oklahoma with a B.S in Finance and Energy Management. He joined the team in June 2025, leveraging knowledge from his previous role in Treasury where he developed exceptional analytical and interpersonal skills. In his current position, Matt is responsible for prospecting and building relationships to support the team in expanding client outreach. He is currently expanding his industry knowledge and is eager to advance his career in wealth management.

Outside of the office, Matt enjoys pickleball and basketball, as well and spending quality time with his family, friends and most importantly dogs.