Davida Wilson - Morgan Stanley Financial Advisor - PORTLAND, OR
Morgan Stanley
Davida Wilson
First Vice President
Financial Advisor
CERTIFIED FINANCIAL PLANNER
Senior Investment Management Consultant
760 SW 9th Avenue
suite 2100
PORTLAND, OR 97205
tel: (503) 221-7646
toll-free: (800) 547-1526 
fax: (503) 276-7400

My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.

Associations
  • Salem Art Association
    Past Board Member
  • Salem Art Association Endowment Foundation
    Board Member - Secretary
  • Friends of Bush Gardens
    Past Board Member
  • Delta Gamma Fraternity - member
Services
  • Asset Management
  • Certificates of Deposit
  • Municipal Bonds
  • Annuities
  • Estate Planning Strategies
  • Endowments and Foundations
  • Corporations
  • Corporate Pension Funds
  • Financial Planning
  • 529 Plans
  • Corporate Trust Services
  • Corporate Cash Management
  • Business Planning
  • Cash Management
  • Business Succession Planning
  • Education Planning
  • Exchange Traded Funds
  • Corporate Retirement Plans
  • 401(k) Rollovers
  • Defined Contribution Plans
Education and Licensing
  • Licentiate in Accounting, 1973
    University of British Columbia
    Vancouver, British Columbia
  • Bachelor of Arts, 1967
    University of British Columbia
    Vancouver, British Columbia
  • Certified Financial Planner, 2007
  • Series 7 Licensed
  • Insurance Licensed
  • Series 65 - Investment Advisory Agent, 1992
    Portland OR
Honors and Recognition
  • Item One
  • Item Two
  • Item Three
Business Experience
  • 1986 - Present: Morgan Stanley*

    First Vice President
    Senior Investment Management Specialist /
    Financial Advisor
    Certified Financial Planner
    Portland, OR
  • 1978 - 1986: VIP's Restaurants, Inc.

    CFO
    Salem, OR
  • 1973 - 1978: Peat Marwick

    Senior Staff Accountant
    Portland, OR
  • 1969 - 1971: Singleton Fabian Derbyshire & Company

    Staff Accountant
    London, England

Bulletin Board
  • You've worked hard to build your wealth for retirement. We can work with you to develop a strategy so your wealth works just as hard - to help you get the most out of life after retirement. To learn more, call or send an email.

  • See July On the Markets from the Global Investment Committee featuring

    "Painting a Picture"  Like a landscape painter, investors need to envision the whole picture before it is fully painted and realize that it’s never static, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co. He advises adapting to recent changes by adding exposure to some asset classes that have lagged this year but should do better as the cycle matures.

    “Climbing the Last Wall of Worry”  S&P For the past six months, improving growth and contained inflation helped push asset prices higher, writes Andrew Sheets, chief global cross-asset strategist for Morgan Stanley & Co. As he expects improving growth and contained inflation for the next six months, asset prices should continue their run.  

    “10 Reasons to Doubt Legislative Optimism on Tax Reform”  MS & Co. Strategist Michael Zezas still thinks some form of tax reform will happen, but not as quickly as some press reports and leading Republicans say it will. Zezas lays out his reasoning. 

    • Plus, look for more on economics, equities and fixed income investments, and a Q&A featuring Catherine Wood, founder of ARK Investment Management, who discusses thematic investing and the disruption of new technologies.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Davida Wilson holds the following registrations:
Securities Agent: AZ, CA, FL, GA, MD, MI, MO, NJ, NV, OR, PA, SC, VA, WA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1326773

This 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.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Morgan 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
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Awards Disclosures

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