The Davis/Yost Group

The senior member of our team, Scott Davis draws on over 40 years of experience as a business owner and Private Wealth Advisor to create highly customized investing, borrowing and wealth management solutions that encompass the entirety of his clients’ financial lives.

As an Executive Financial Services Director, his focus is on the needs of successful entrepreneurs and business leaders, Scott advises on corporate transactions, cash management issues and executive financial services. This includes helping C-suite executives manage the complex regulatory issues inherent in managing restricted and concentrated stock positions, including Rule 144 issues associated with selling, hedging and implementing 10b5-1 plans. Scott has extensive experience helping clients borrow against restricted securities and with other corporate services, and has participated in many corporate transactions by working with the firm’s investment bankers. As an International Client Advisor, Scott is also able to offer solutions to nonresident clients that span their personal and professional ambitions.

Having built and maintained productive, long-term relationships with highly successful business people, Scott is familiar with the complex multigenerational challenges that tend to accompany significant wealth. As one of fewer than 4% of Morgan Stanley Advisors to have earned the Family Wealth Director Designation, Scott is able to provide guided access to an extensive array of specialized services to address those challenges. Scott is a designated Alternative Investments Director providing access to one of the industry’s most expansive alternatives platforms.

Alongside fellow members of The Davis/Yost team, Scott serves as an advocate for his clients. Instead of just taking the company line, he puts himself on the clients’ side of the table, helping them get the best value from the firm. This unwavering advocacy for clients is one of the essential characteristics that sets the team apart. Scott learned that it was “all about the client” as a teenager, working with his father in their family oil service business. It was a lesson he has never forgotten.










Series 7, Series 65, Series 63, Series 31 Licenses

A 40-year financial industry veteran, David Yost provides wealth management services to family offices, high net worth individuals and corporate clients. He is the co-founder of The Davis/Yost Group at Morgan Stanley Private Wealth Management. David is the team manager and financial planning specialist. David focuses on comprehensive wealth planning, philanthropic planning and family office resources. He is recognized as a Private Wealth Advisor within Morgan Stanley Private Wealth Management, representing a small group of financial advisors who work with affluent families. A Texas Tech alumna, David also holds designations as an Alternative Investment Director and International Client Advisor, both signifying that he has the experience and demonstrated skills to deliver highly customized solutions to a select clientele of both U.S. resident and non-resident clients.

David is involved in a number of community and charitable organizations. He currently serves on the Board of the Catholic Foundation Advisory Council and DIOCESAN EDUCATION ENDOWMENT TRUST (DEET). He is a past board member of the American Heart Association and Launchability.

David and his wife Mary reside in the Turtle Creek area of Dallas. During his leisure time, David enjoys fly fishing, golf, traveling and the arts. David trains for Ironman triathlons and has completed the Boston Marathon and Escape from Alcatraz Triathlon.




Series 7, Series 63, Series 3 Licenses

The term "Family Office Resources" is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.

Logan assists the team’s clients with their core financial advisory needs, including wealth management, lending solutions, corporate transactions, trust and estate planning strategies, and philanthropy. He has spent majority of his career assisting ultra-high-net-worth families with liquidity/exit planning guidance that result from various forms of business transactions.

Tim Olson builds highly customized portfolios for ultra-high net worth families and family offices. He performs manager due diligence and covers Morgan Stanley and outside research. Since joining the industry, Tim has spent his career working with some of the largest families across the country and is currently pursuing the Chartered Financial Analyst designation.

Gavin Ricks relocated to Fort Worth, TX in 2010. He graduated from Texas Tech University with a Bachelor of Science in Personal Financial Planning and is a Certified Financial Planner. Gavin provides ultra high net worth clients with exceptional service. His responsibilities include financial planning and transactions involving restricted securities, employee stock options and cash management.