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 August On the Markets from the Global Investment Committee featuring

    • "Transition Time" The Federal Reserve has continually told investors that they would be very patient and slow to raise short-term interest rates. Now, strong employment data has raised the possibility of sooner-than-expected rate hikes, says Mike Wilson, chief investment officer of Morgan Stanley Wealth Management, and markets could continue to be volatile until they have fully recalibrated to an accelerated timetable.

    • "Fishing for Stocks in the Market’s Midstream" The cheapest stocks in the S&P 500—those with the lowest price/earnings ratios—are not necessarily the best stocks to own at this point in the market cycle. The better investments appear to be closer to the market averages.

    • "Keep an Opportunistic Eye on Mexico and India" Emerging market equities have performed well so far this year, but the Global Investment Committee is underweight in the asset class for a number of reasons, including rich valuations and a vulnerability to rising US interest rates. That said, Mexico and India stand apart. Political change and economic reforms could make them future stars.

    Plus, look for more on economics, fixed income investments and real estate.

Sheila K Davis holds the following registrations:
Securities Agent: AZ, CO, GA, KS, MO, UT, WA; General Securities Representative; Investment Advisor Representative; Managed Futures;

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.
Awards Disclosures

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