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 May On the Markets from the Global Investment Committee featuring

    “Another Brick in the Wall” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., says the stock market has shrugged off a lot of dysfunction in Washington, unsettling news from abroad and an anemic GDP report. Stocks are working their way higher thanks to strong earnings growth.

    “In Europe, This Year Is Really Different” Politics commands the headlines, but the equity markets are looking at the improved fundamentals and they like what they see, writes Vijay Chandar, market strategist for Morgan Stanley Wealth Management.

    “The Opportunity in Japanese Equities” For most of the past two months, so-called safe haven assets like the Japanese yen rose as investors started to question global reflation, and the higher yen pushed Japanese equities to the back of the global equity pack. Lisa Shalett, who heads up Wealth Management Resources and Investment & Portfolio Strategies, says the fundamentals suggest Japan should be a leader of the pack by the end of the year.

    • Plus, look for more on economics, investment strategy, fixed income, municipal bonds and a Healthcare Q&A featuring Andy Acker of the Janus Global Life Sciences Strategy Fund.

  • 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.
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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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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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