Davida Wilson, CFP®
First Vice President, Financial Advisor, Senior Investment Management Consultant, Investing with Impact Director
Phone:
(503) 221-7646(503) 221-7646
The Wilson and Hendricks Group at Morgan Stanley
Direct:
(503) 221-7600(503) 221-7600
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story and Services
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Step 1: Introductory Meeting
Our relationship begins with an initial discussion aimed towards getting to know you, your lifestyle, and your future goals.
Step 4: Action Items / Next Step
After the creating of the financial plan, we will follow up with you regarding my analysis and recommendations.
Step 2: Discovery Meeting
During the discovery meeting, we will work together to establish your financial goals by reviewing your current financial situation and developing a suitable risk tolerance that will ultimately help you achieve the financial outcome you envision for yourself.
Step 5: Implementation
Implementation focuses on creating prospective strategies custom designed for your specific needs. Recommended changes could include logistics, tax impact, asset allocation adjustments, and saving and benefit modifications.
Step 3: Financial Plan
Financial plans map out essential factors that play into your financial success. Examining all relevant financial information provides a holistic asset allocation analysis for all of your accounts ensuring a comprehensive financial plan.
Step 6: Monitoring & Performance Tracking
Finally, I will be constantly monitoring your assets and analyzing your performance tracking data to ensure your financial expectations are being met and adjusted accordingly. We will keep a high degree of communication with you to make sure your concerns and requests are always addressed.
OUR CAPABILITIES FOR BUSINESS OWNERS
As an entrepreneur or business owner, you know the value of hard work and your time is at a premium. You've invested years- or perhaps decades- into your enterprise, and your personal wealth is intertwined with your company. Whether you are focused on accelerating your growth, preparing to transition or exit, or somewhere in between, we are intimately familiar with the complexities and considerations of your situation.
Through four decades of service to business owners and their multi-generational families, we have learned that there is no substitute for thoughtful and proactive advice. This starts with a comprehensive plan encompassing every facet of your life, your business and your family. From there, we are able to leverage the resources of a global firm to coordinate solutions for nearly every area of your life and business, in concert with your other professional advisors.
Through four decades of service to business owners and their multi-generational families, we have learned that there is no substitute for thoughtful and proactive advice. This starts with a comprehensive plan encompassing every facet of your life, your business and your family. From there, we are able to leverage the resources of a global firm to coordinate solutions for nearly every area of your life and business, in concert with your other professional advisors.
1: Forming a Business / Angel Round
As your Financial Advisors, we view our role as the quarterback of your advisory team, helping you to coordinate a cohesive group of professionals encompassing legal, tax/accounting, and investment banking advice. A coordinated and responsive team will allow you to focus on the business while providing guidance to help you maximize your personal and entrepreneurial potential.
2: Early Stage / Series AB Rounds
The early stage of a company’s growth phase is a productive time for you to conduct in-depth estate planning. In our experience, the demands of growing a business often relegate an estate plan to the back burner until an impending exit or untimely passing. Performing planning in the early stages can help to mitigate risk, maximize tax efficiency, and secure the future of both your family and your business.
Estate Planning Essentials: 7 Key Steps3: Mid and Late Stage / Series CD Rounds
As your business matures, the resources of Morgan Stanley prove valuable in helping you raise debt or equity for growth, establish corporate retirement and financial wellness plans, update your personal and business insurance lines as appropriate, introduce philanthropic initiatives, and more. At this point, more in depth business and estate planning is warranted, along with a valuation of the business. With the rest of your advisory team, we can help you assess growth drivers and weigh exit planning options as desired.
Strategies to Finance Your Business4: Preparing For a Liquidity Event
It is important to consider and implement income tax and wealth transfer strategies prior to a potential liquidity event. In addition to strategic tax planning, a liquidity event often raises greater issues for you: fundamental questions regarding family goals or “mission,” wealth stewardship and your next step either into retirement or a new venture.
Exiting Your Business5: Post Liquidity Planning
The post liquidity stage brings various considerations such as continuing to build out a family “mission statement,” family governance and wealth education, philanthropic planning, and lifestyle advisory. Should the company now be public, the conversation centers around liquidity planning and programs for the exercise of stock.
Family Office Resources Overview
Retirement Planning
This is paramount in ensuring a successful retirement. We bring intense focus on this process. You have worked hard to get where you are. Now, it is up to us to help you live the retirement of your dreams.
Business Planning
We can help you by sharing our experience in helping other business owners. We come to the table with innovative strategies to help you grow or sell your business.
Business Succession Planning
A lot of thoughts and planning goes into a successful succession strategy. We can help you navigate the requirements of working with other professionals to achieve the results you want.
Executive Financial Services
We can cater to the unique scenarios of our high net worth clients, providing them with a suite of Morgan Stanley services as well as complex investment strategies.
Alternative Investments
Where appropriate, Morgan Stanley provides individuals and institutions access to world-class alternative investment strategies spanning private equity, real assets, private credit, hedge funds and digital assets.
Divorce Financial Analysis
Although divorce is seldom easy, our team can help you prepare for it, which will help you feel more in control and better equipped to make informed, confident decisions about your financial future.
Planning for Individuals with Special Needs
Individuals planning for their financial well-being or the financial well-being of a family member with special needs face several challenges. Learn how we can help navigate those difficulties.
Estate Planning Strategies
We look at all aspects of an individual’s estate to understand the potential estate planning attributes
of the vehicles. The goal is for the client and his or her investment professionals to make more informed investment decisions, looking at their estate plan holistically.
of the vehicles. The goal is for the client and his or her investment professionals to make more informed investment decisions, looking at their estate plan holistically.
Home Loan Rates
Whether you're looking to purchase a home or know someone who is in the market use this daily rate flyer as a resource.
Click Here to Learn MoreImpact Investing
Our Global Effort
“For us at Morgan Stanley, it is abundantly clear that the solutions to global challenges can only achieve the required scale if they can attract a critical mass of private capital. To this end, we’ve established the Morgan Stanley Institute for Sustainable Investing to lead work across our firm, with our clients, and with academic institutions to help mobilize capital to sustainable enterprises, via global markets and the investors who drive them.”
- James P. Gorman, Chairman and CEO, Morgan Stanley
- James P. Gorman, Chairman and CEO, Morgan Stanley
What is Impact Investing?
Morgan Stanley aims to create scalable sustainable and impact investing solutions that seek to deliver competitive financial returns. Learn more about impact investing below.
Click here to watch the video
Who is Investing with Impact?
Asset owners worldwide now routinely incorporate environmental, social and governance (ESG) factors in their decision-making. Our recent survey which polled 110 public and corporate pensions, endowments, foundations, sovereign wealth entities, insurance companies and other large asset owners worldwide, shows that four in five institutions surveyed are currently integrating ESG considerations into the investment process.
Sustainable Signals
Why Impact? Why Now?
The global pandemic has shone a spotlight on, and even amplified many Investing with Impact themes. The following two sources highlight some of these themes and explore why you may wish to consider opportunities to invest in a more resilient and positive future while meeting your financial goals.
Listen In: All In For ImpactLocation
760 SW 9th Ave
Ste 2100
Portland, OR 97205
US
Direct:
(503) 221-7600(503) 221-7600
Meet The Wilson and Hendricks Group
Natasha Hendricks, CEPA®
Financial Advisor, Financial Planning Specialist
Phone:
(503) 243-6932(503) 243-6932
About Davida Wilson
Davida began her career as a Financial Advisor with Morgan Stanley over 37 years ago. Her current tenure was preceded by positions of Vice President of Finance and Senior Staff Accountant at VIP's Restaurant Inc and Peat Marwick respectively.
Davida's past experience as a CPA* in both public accounting and private wealth provided her with skills and knowledge that have helped in her role as a financial advisor. This, paired with her 37 years of experience at Morgan Stanley, allows her to handle a wide range of clientele. Her experience has also taught her to place an extreme emphasis on the relationship with her clients, making sure she has a holistic view of each client's professional and personal lives in order to tailor each financial plan to achieve their long term goals. Her partnership with Natasha, initially established in 2019, has brought their combined experience to give the best service possible to each client.
Davida holds the Certified Financial Planner (CFP®) and Certified Public Accountant (CPA®)* designations and has experience in insurance and long term care. As of 2022, she is a Morgan Stanley Investing with Impact Director.
Davida resides in Oregon with her husband. In her free time, she enjoys birding both locally and overseas. She is dedicated to her community, sitting on the board of Chamber Music Northwest, a non-profit organization dedicated to inspiring her community through concerts and events celebrating the richness and diversity of Portland culture.
*Although Davida holds a CPA designation, she does not practice as a CPA at Morgan Stanley.
Davida's past experience as a CPA* in both public accounting and private wealth provided her with skills and knowledge that have helped in her role as a financial advisor. This, paired with her 37 years of experience at Morgan Stanley, allows her to handle a wide range of clientele. Her experience has also taught her to place an extreme emphasis on the relationship with her clients, making sure she has a holistic view of each client's professional and personal lives in order to tailor each financial plan to achieve their long term goals. Her partnership with Natasha, initially established in 2019, has brought their combined experience to give the best service possible to each client.
Davida holds the Certified Financial Planner (CFP®) and Certified Public Accountant (CPA®)* designations and has experience in insurance and long term care. As of 2022, she is a Morgan Stanley Investing with Impact Director.
Davida resides in Oregon with her husband. In her free time, she enjoys birding both locally and overseas. She is dedicated to her community, sitting on the board of Chamber Music Northwest, a non-profit organization dedicated to inspiring her community through concerts and events celebrating the richness and diversity of Portland culture.
*Although Davida holds a CPA designation, she does not practice as a CPA at Morgan Stanley.
Securities Agent: FL, CA, CO, GA, HI, ID, IN, MA, MD, MI, MN, MO, NC, NV, OK, OR, PA, SC, TX, UT, VA, WA, WI, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1326773
NMLS#: 1326773
About Natasha Hendricks
I began my career in wealth management in December of 2016 with Morgan Stanley. Prior to my time in the financial service industry, I owned and operated a metal fabrication and manufacturing business. I am a first generation immigrant from the former Soviet Union, moving to the United States in my early twenties, and I have sincere appreciation for everything this country has to offer.
I find value in envisioning a complete and integrated view of my client's lives, beyond just their Investment goals. Getting a detailed and complete picture of my client's life, which can include estate, family, tax implication, and more, lets me create a financial and investment plan that is uniquely dedicated to what each individual finds most important. My partnership with Davida, initially established in 2019, has brought our combined experience to give the best service possible to each client. Though Davida and I are dedicated to providing customized investment strategies to help a wide range of clientele accomplish their personal and professional goals, I focus on independent business owners and business executives. I help my clients manage complexity of their financial lives while maintaining focus on what is important to them – their families, lifestyle and legacy.
I hold a master's degree in business administration, with a focus on Finance, from the University of Portland. I also hold the Financial Planning Specialist and Certified Business Exit Advisor (CEPA®) designations, along with being licensed in the state of Oregon for Insurance and LTC.
When not at work, I enjoy spending time with my husband, Michael, and my daughter, Nikita. I am an avid reader of all sort of business, finance and self-help books as well as traveling overseas and locally. I am also heavily involved with the local business community, acting as a member of the Oregon Association of Minority Entrepreneurs, the Portland Business Development Group, and the Port of Portland Mentor Protégé Program.
I find value in envisioning a complete and integrated view of my client's lives, beyond just their Investment goals. Getting a detailed and complete picture of my client's life, which can include estate, family, tax implication, and more, lets me create a financial and investment plan that is uniquely dedicated to what each individual finds most important. My partnership with Davida, initially established in 2019, has brought our combined experience to give the best service possible to each client. Though Davida and I are dedicated to providing customized investment strategies to help a wide range of clientele accomplish their personal and professional goals, I focus on independent business owners and business executives. I help my clients manage complexity of their financial lives while maintaining focus on what is important to them – their families, lifestyle and legacy.
I hold a master's degree in business administration, with a focus on Finance, from the University of Portland. I also hold the Financial Planning Specialist and Certified Business Exit Advisor (CEPA®) designations, along with being licensed in the state of Oregon for Insurance and LTC.
When not at work, I enjoy spending time with my husband, Michael, and my daughter, Nikita. I am an avid reader of all sort of business, finance and self-help books as well as traveling overseas and locally. I am also heavily involved with the local business community, acting as a member of the Oregon Association of Minority Entrepreneurs, the Portland Business Development Group, and the Port of Portland Mentor Protégé Program.
Securities Agent: IN, MI, MN, MO, NC, NJ, NV, OH, OK, OR, PA, SC, TX, UT, VA, WA, WI, MD, GA, CA, AZ, CO, FL, HI, ID; General Securities Representative; Investment Advisor Representative
NMLS#: 2058456
NMLS#: 2058456
Contact Davida Wilson
Contact Natasha Hendricks
Wealth Management
Global Investment Office
Portfolio Insights
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
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
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
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
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Ready to start a conversation? Contact The Wilson and Hendricks Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
