Davida Wilson - Morgan Stanley Financial Advisor - PORTLAND, OR
Morgan Stanley
Davida Wilson
First Vice President
Financial Advisor
Senior Investment Management Consultant
760 SW 9th Avenue
suite 2100
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.

  • 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
  • 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.

    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 January On the Markets from the Global Investment Committee featuring

    “Don't Expect an Encore” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., warns investors should not expect a repeat of 2017’s exceptional returns and unusually low volatility. Instead, gains are likely to be more modest. In entering the new year, he recommends lightening up on US stocks while increasing allocations to European and Japanese stocks. He also suggests getting out of high yield bonds, which he thinks have peaked for the cycle, and allocating the funds to short-term bonds, whose yields are on the rise

    “India's Multi-Trillion-Dollar Digital Opportunity” A digitization drive is under way in India that could have a large impact on stock returns, financial sector dynamics, consumption growth and e-commerce. Morgan Stanley & Co.’s India economists and strategists say, if successful, the digital campaign and associated reforms could turn India into the world’s third–largest economy within 10 years. 

    • “ETFs: Efficient, but Increasingly Complex” Matthew Bartolini of SPDR Americas Research and Michael Jabara of Morgan Stanley Wealth Management, both experts on exchange-traded funds, say that, while these investment vehicles are growing in popularity, they are also pursuing more complicated strategies. Investors considering using them need to pay attention to the details.

    • Plus, look for more on the economy, equities and bonds. 

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.
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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.
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Awards Disclosures

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