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 April On the Markets from the Global Investment Committee featuring

    • "Déjà Vu All Over Again" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, sees similarities between this year’s stock market behavior and that of early 2014. In both years, stocks were off to a rocky start. Last year, the S&P 500 went on to amass a double-digit gain. He says the stock market is now poised for a rebound as well.

    • "New Titans of Tech" The leading companies in technology today are clustered in four critical areas: security, mobile/social, analytics and the cloud. Casey Galligan and Vijay Chandar, market strategists at Morgan Stanley Wealth Management, describe the new look of the tech sector.

    • "Buying Bonds in a Brutal Market" Yes, global yields are at levels so low that they were inconceivable just a few years ago. That may turn off some investors, but many need to buy bonds for portfolio diversification. Doug Peebles, head of fixed income at AB, explains how he handles the task.

    Plus, more on global equities, fixed income securities, currencies and the economy.

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. 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.
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