Scott Davis - Morgan Stanley Financial Advisor - Houston, TX
Morgan Stanley
Scott Davis
Financial Advisor
16055 Space Center Blvd
Suite 100
Houston, TX 77062
tel: (281) 280-3323
toll-free: (800) 451-0467 
fax: (281) 280-3333

As a business owner, your personal wealth is inextricably linked to the financial health of your company. I understand the interplay between your business decisions and your future financial security. I can work with you to assess your business needs, identify risks and opportunities, as well as develop strategies to help achieve goals as diverse as retaining talented employees, managing cash flow and planning for succession.

Associations
  • Community Assistance Providers of Pearland- Board Member
  • Community Assistance Providers of Clear Lake - Board Member
Services
  • Qualified Retirement Plans
  • Corporate Retirement Plans
  • Executive Benefit Services
  • 401(k) Rollovers
  • Retirement Planning
  • Asset Management
  • Family Consulting
  • Exchange Traded Funds
  • Long Term Care Insurance
Education and Licensing
  • LeTourneau University 2008-2013
  • Series 7 License
  • Series 66 License
  • General Lines Insurance
Business Experience
  • 2012 - Present: Morgan Stanley
    Financial Advisor, 401k Plan Manager
  • 2010 - Present: Small Business Owner
    Restaurant, Operations
  • 2005 - 2011: Credit Union
    Compliance Officer, IRA Manager, Loan Auditer, Loan Underwriter
  • 1999 - 2005: US Army
    Blackhawk Helicopter Crew Chief

Bulletin Board
  • As a business owner, are you satisfied with your 401(k) plan? Are you interested in a more cost-effective plan? Call or email me to learn more about how I work with business owners to make the right investment decisions for your plan.

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

    "Into Thin Air?" There’s a lot of talk in the media about stock market valuations being in nosebleed territory, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co. Given low interest rates and low market volatility, they’re actually more down to earth.

    “Welcome to the Circular Economy" In the circular economy, resource efficiency and waste reduction is paramount, explains Lily S. Trager, director of investing with impact at Morgan Stanley Wealth Management. Products are designed so that at the end of their useful lives, they can be dissembled and the components redirected to new uses.  

    “Taking Advantage of Short-Term Market Opportunities” The Global Investment Committee already provides strategic asset allocation, with a seven-year horizon, and tactical asset allocation, with a one-year horizon. Its new “Dynamic Allocation Framework” looks at a three-month horizon, shifting allocations dynamically based on changing economic and market conditions.

    • Plus, look for more on economics, equities and fixed income investments, and a Q&A featuring Andy Rothman of Matthews Asia, a long-time China investor who talks about investment opportunities in the world’s second-largest economy.

  • As Financial Advisors whose focus is on wealth management, we are aware of the special issues you face as a business owner, like creating a transition plan or finding the funds to launch a new venture. We can help with more than your personal investments—to talk to us about your business needs, too, call or email us.

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

Scott Davis holds the following registrations:
Securities Agent: IN, NH, OK, TX; 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. 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.
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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
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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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