Gary S. Davis - Morgan Stanley Financial Advisor - Naples, FL
Morgan Stanley
Gary S. Davis, CFP
Senior Vice President
Financial Advisor
8889 Pelican Bay Blvd
Suite 300
Naples, FL 34108
tel: (239) 449-7802
toll-free: (800) 237-8686 
fax: (239) 449-7850

I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.

Associations
  • Past President - Naples Pelican Bay Rotary Club
  • Treasurer - Naples Pelican Bay Rotary Club Endowment
  • Treasurer - Collier Harvest Foundation
  • Estate Planning Council of Naples
Services
  • Financial Planning
  • Fixed Income
  • Lending Services
  • Commodities
  • Estate Planning
  • Municipal Bonds
  • Wealth Management
Education and Licensing
  • BA - Business Administration & History
    Rutgers College, 1976
  • Masters Of Business Administration
    Rutgers Graduate School, 1980
  • Certified Financial Planner
    College of Financial Planning, 1996
Honors and Recognition
  • 2013,14 Southwest Florida Five Star Wealth Manager

    Click on the In The Press page to the left to find out more.
Business Experience
  • 2011 - Present: Morgan Stanley

Bulletin Board
  • See May On the Markets from the Global Investment Committee featuring

    • "Don’t Get Caught Flat-Footed" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, sees investing as a contact sport. There are times you are going to get hurt, but if you don’t play with a purpose, you are likely to hurt a lot worse.

    • "Growth a Little Later, Rate Hike a Little Sooner" First-quarter US economic data was disappointing, but we expect better reports as the year progresses. We now anticipate the Fed hiking interest rates in December instead of March 2016, our previous forecast.

    • "Still Bullish on Global Equities" Morgan Stanley & Co. strategists see the greatest upside potential in Europe, Japan and the US, and the least in the emerging markets.

    Plus, more on equities, fixed income securities and a Q&A on global investing with Carmel Wellso, director of research and a fund manager for Janus Funds.

  • Overreacting to the market events often forces investors to sell at the bottom or miss out on a subsequent recovery. By reviewing your long-term, diversified investment plan on a periodic basis, we can alter it as your needs change—or help you stick to it when the market starts to make you jittery.  Diversification does not assure a profit or protect against loss in declining financial markets.

Gary S. Davis holds the following registrations:
BM/Supervisor; Securities Agent: AK, FL, GA, KY, NC, NH, NJ, RI, SC, TN, TX, VT, WA; General Securities Representative; Investment Advisor Representative

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. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  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.
Awards Disclosures

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