Tyler Davis
My Mission Statement
My Story and Services
Before wealth management, I interned at a sports agency, where I worked on NIL deals for college athletes-- which is where my passion for helping the NextGen began. Now, I help clients navigate equity compensation, tax management, personalized investment strategies, and build comprehensive financial plans to help ensure they meet their life goals.
During my studies, I graduated Magna Cum Laude with a B.S. in Business Management from Point Loma Nazarene University and an M.S. in Business from Pepperdine's Graziadio Business School--competing as a collegiate tennis player simultaneously. Being a student-athlete has instilled in me the importance of performing under pressure, making strategic decisions when the stakes are high, and building lasting relationships with those I work with. These are the same fundamentals I bring to every client relationship.
Currently, I live in Malibu with my fiancée, Kristia, and our dog, Coast. We met during our time in San Diego, and pursued our Master's degrees together at Pepperdine University. In my free time, I love to play tennis, basketball, golf, padel, and spend time eating good food with friends and family.
- Wealth ManagementFootnote1
- Financial PlanningFootnote2
- Professional Portfolio ManagementFootnote3
- Retirement PlanningFootnote4
- Estate Planning StrategiesFootnote5
- Trust AccountsFootnote6
- Cash Management and Lending ProductsFootnote7
- 529 PlansFootnote8
- Exchange Traded FundsFootnote9
- Sustainable InvestingFootnote10
- Philanthropic ManagementFootnote11
- Life InsuranceFootnote12
NMLS#: 2767789
COMPREHENSIVE GUIDANCE FOR EVOLVING WEALTH
I help streamline decision-making by building a coordinated strategy around stock-based compensation, tax-aware diversification, liquidity planning, and portfolio alignment - so you can focus on your career while staying intentional about your long-term financial goals.
I help structure a comprehensive strategy focused on liquidity management, diversified investing, risk management, and long-term planning - so you can make the most of today's opportunities whil building for life beyond your primary career.
I help you aling your business and personal financial strategies with a focus on retirement and benefit planning, risk management, tax-aware planning, and exit or succession readiness - so you can make decisions with a clearer view of both today's opportunities and tomorrow's outcomes.
I help you integrate your real estate-driven income and assets into an overall wealth plan focused on cash-flow variabilitiy, tax-aware investment and entity planning, liquidity and reserve strategy, risk management, retirement planning, and long-term wealth transfer - so you can pursue growth while staying prepared for market cycles and changing opportunities.
I help simplify the proces by creating an integrated plan focused on cash flow, tax-aware investing, retirement readiness, risk management, and long-term wealth transfer - so your financial strategy keeps pace with your career and personal goals.
I work with you to create an integrated wealth strategy focused on after-tax planning, portfolio construction and diversification, liquidity planning, and coordinated estate and charitable strategies - helping ensure your wealth supports your family's goals today andd for generations to come.
MY CONSULTATIVE PROCESS
Your wealth plan should start with a clear understanding of you - your priorities, the goals you want to achieve, and the role your investments play in supporting the life you envision. From there, we take an integrated view across the key parts of your financial picture, including cash flow and liquidity needs, investments, taxes, risk management, and estate and legacy considerations. The result is a coordinated strategy that draws on a broad range of investment approaches and planning ideas, designed to help you pursue your objectives while staying aligned with what matters most to you over time.
Our relationship begins with a focused conversation to understand what matters most to you - your priorities, values, and the goals you want your wealth to support. We'll also review the key elements of your financial life, identify immediate questions or concerns, and outline the next steps for building a clear plan.
Next, we take a holistic look at your complete financial picture, including investments, cash flow, taxes, insurance, retirement planning, and estate and legacy considerations. We evaluate how each component works together, highlight potensial gaps or risks, and identify opportunities to help strengthen your overall position.
Using what we learn, we develop a tailored wealth management strategy designed to help you pursue your goals with greater clarity and confidence. Together, we'll define priorities, align your investment approach with your time horizon and risk tolerance, and identify planning strategies to help protect and grow your wealth in a tax-aware way.
We then help translate the strategy into action - coordinating accounts, investments, and planning steps in a thoughtful, organized sequence. When appropriate, we collaborate with your CPA, attorney, and other professionals to help ensure each decision fits into the bigger picture and is implemented efficiently.
Achieving meaningful financial outcomes requires ongoing attention as markets shift and your life evolves. We provide proactive reviews to track progress, revisit assumptions, and make adjustments as needed - so your strategy stays aligned with your goals, priorities, and changing circumstances.
IN THE PRESS
Morgan Stanley Online allows clients to seamlessly and securely manage their investments and every day finances in one place. With Morgan Stanley Online, you can enjoy features such as:
- Budgeting and Spending Tracking
- Make Transfers and Trades
- Access Key Information
- Safe and Secure Document Storage in the Digital Vault
- Link Your External Accounts to View Insights
Within Morgan Stanley Online, you can link your non-Morgan Stanley accounts and analyze your cash flow all in once place. With our Total Wealth Toola nd Morgan Stanley Online, you can see your complete financial picture, allowing you:
- A Snapshot of Your Finances
- To Discover Trends and Save Smarter
- To Enhance Your Goal Planning
- To Analyze Your Income and Expenses
When it comes to providing institutional-level support for your family office, scal ematters. Our offering aims to bring together specialized investment services and operational support to enhance your life and legacy. Our expansive team of specialists can help unlock the greater resources and intelligence of Morgan Stanley. We work alongside you to help ensure your objectives are executed thoughtfully.
Many investors struggle to weigh the potential risks and gauge how adverse events might affect their portfolio. Morgan Stanley's Portfolio Risk Platform can help you get a better idea of the risks you may face, as well as how to mitigate them. Depending on your situation, goals, and preferences the platform can help you make decisions about:
- Reallocating Assets
- Making New Investments
- Where Risk is Emanating From Your Portfolio
Lifeview is a financial planning platform we leverage that helps us to help you by:
- Analyzing Your Current Investments and Financial Situation
- Reviewing and Prioritizing Your Other Goals Such as Retirement, Education or Business Interests
- Major Purchases and Philanthropic Goals
- Help Protect Your Wealth From Potential Liabilities
- Develop Wealth Transfer STrategies Tax-Efficiently
You can stay up to date with the latest research and thought leadership on markets, economies, global trends, and more.
Tips, ideas and educational resources designed to help you make the most of your financial life.
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
7Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
8Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan's investment options and the historical investment performance of these options, the Plan's flexibility and features, the reputation and expertise of the Plan's investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state's own Qualified Tuition Program. Investors should determine their home state's tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
9An investment in an exchange-traded fund (ETF) involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor’s ETF shares, if or when sold, may be worth more or less than the original cost.
Investors should carefully consider the investment objectives, risks, charges and expenses of an exchange-traded fund (ETF) before investing. The prospectus contains this and other information about the ETF. To obtain a prospectus, contact your Financial Advisor or visit the ETF company’s website. Please read the prospectus carefully before investing.
10Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
11Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
12Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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