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) 243-9758

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
  • Access to Lending Services
  • Commodities
  • Estate Planning Strategies
  • 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, 2014 & 2015 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
  • 1993 - 2011: Robert W. Baird & Co., Naples , FL.
    Financial Advisor, Senior Vice President and Branch Manager

  • 1989 - 1993: Beasley Broadcast Group, Naples, FL.
    Chief Financial Officer and Executive Vice President

  • 1986 - 1989: Philadelphia National Bank, Philadelphia , PA.
    Vice President, Media Lending Group


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

    “Growing Pains” As he sent his oldest son off to college, Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., reflected on the vast opportunities awaiting a young person. Similarly, the US is a young country, which, despite its growing pains, holds unlimited potential.

    Reregulation Is the New Deregulation” Deregulation is a Republican goal, but it’s difficult to do even with control of Congress and the White House. Reregulation is easier, and it’s already underway. Morgan Stanley & Co. strategist Michael D. Zezas and his team explain how reregulation is done and how it may affect your investments.  

    “Drivers of Market Volatility” If you want to understand volatility in financial markets, look at volatility in the factors that drive asset prices such as corporate profits and monetary policy.

    • Plus, look for more on currencies, master limited partnerships, and corporate bonds, as well as a Q&A featuring James Donald of Lazard Asset Management, who talks about a bull market in emerging market equities.

  • 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.

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

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

NMLS#: 1401653

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