Sheila K Davis - Morgan Stanley Financial Advisor - Leawood, KS
Morgan Stanley
Sheila K Davis
Financial Advisor
11161 Overbrook Rd., Ste 225
Leawood, KS 66211
tel: (913) 402-5204
toll-free: (800) 483-8706 
fax: (913) 897-7762

For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve. It means striving to ensure they have the means to pursue what’s most important to them. And it means understanding them as people with unique goals, values and circumstances that determine the strategies I develop on their behalf.

My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked that can have a significant impact on your ability to retire as planned. Finally, we’ll determine how we can help you adjust your investment strategy as necessary to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.

Don’t wait until you have your financial papers, stock certificates or accounts “in order,” let me do the work for you and put you on the path to your financial future.  Give me a call or email me today to get started.

Services
  • Financial Planning
  • Professional Portfolio Management
  • Retirement Planning
  • 401(k) Rollovers
  • Education Planning
  • Corporate Retirement Plans
  • Lending Services
  • Life Insurance
  • Long Term Care Insurance
  • Wealth Management
Education and Licensing
  • The University of Kansas Masters of Business Administration - MBA
  • Emporia State University BS Business Administration
Business Experience
  • 2007 - Present: Morgan Stanley Wealth Management
    Financial Advisor
  • 2009 - 2011: Oxford Creek Capital Managment
    Portfolio Manager of Separately Managed Account for Institutional Investors based on accelerating growth
  • 1993 - 2007: American Century Investments
    Portfolio Manager Venture Capital Quatitative portfolio analysis and construction

Bulletin Board
  • Who is watching over your retirement? Building an investment portfolio that you hope might cover your needs down the road isn’t a substitute for a retirement plan. Call or email us and get advice that goes beyond investments. A new standard for retirement planning.

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

    • "Ring-Fenced" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, says the Greek debt crisis was not unexpected and, in fact, has been “ring-fenced” by global financial institutions. While there may be market volatility, he does not expect fiscal contagion that could derail the global recovery.

    • "US Fiscal Policy Could Boost Growth" Tax revenues are rising much faster than spending and, given low interest rates, the US debt-to-GDP ratio is shrinking, too. Lisa Shalett, head of investment and portfolio strategies at Morgan Stanley Wealth Management, writes that these developments mean fiscal policy can be more stimulative for the economy just as monetary policy becomes less so.

    • "Higher-Dividend Stocks for a Higher-Yield Environment" A long period of ultralow interest rates has created distortions among high-yielding stocks, making traditional dividend plays less attractive, writes Adam S. Parker, chief US equity strategist for Morgan Stanley & Co. Parker identifies the sectors in which the most compelling dividend opportunities may be found.

    Plus, look for more on equities and bonds, and a question-and-answer session with a veteran manager of Japanese stocks.

Sheila K Davis holds the following registrations:
Securities Agent: AZ, CA, CO, FL, GA, IA, KS, MI, MO, NE, OK, UT, VA, WA; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1290488

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.
Awards Disclosures

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