Sheila K Davis, Cfp® Email and Phone Number
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My focus is on creating strong client relationships. Many of my clients are strong women who care about their finances – single and married, divorced and widowed. My goal is to make investing simple and understandable. I coach my clients to have a distinctive way of looking at money; primarily to understand what an investment can do for them and their family. Together we create a long term comprehensive plan to help them make their financial resources work together and stay focused on the task at hand.As a Family Wealth Advisor with more than 25 years of industry experience, I have developed a very distinctive way of looking at money. I coach my clients to understand what an investment can do for them and their family. Together, we create a long-term, comprehensive plan to help their financial resources work as one. I help them stay focused on the task at hand, so they can get from where they are now to where they want to be in the future.At The Plaza Group at Morgan Stanley, we view ourselves as puzzle solvers, approaching your financial goals as a personalized financial jigsaw puzzle. For me, the thrill is in the gathering of all your financial information together – in essence, collecting all the pieces. Then, utilizing my skills as a Certified Financial PlannerTM (CFP®), I frame out the picture of your financial future and begin to set the pieces in place so you no longer wonder “How can I?” and start believing “I know I can.” My clients know they can call me anytime at 913-402-5204 with financial and personal questions that arise. These are just some of the questions I help my clients answer every day:• How do I get the most out of Social Security?• What is it going to take to get my children through college?• How much retirement income can I generate and how much do I need?• How much will health care/ Medicare cost me in retirement?• Should I keep my house after the divorce?• What about long-term care?• What do I do with this? and “this” has been a lot of different things.Don't do all the work yourself, let us help you. Contact me today at sheila.davis@morganstanley.com or call 913-402-5204. Visit our website at: https://advisor.morganstanley.com/the-plaza-group-20103523NMLS#: 1290488Areas of focus: Financial Planning Specialist, Retirement Consolidation, Investments, Financial Advice, College Savings, Retirement Income, 401(k) Rollovers, Asset Allocation, Long Term Care, Life Insurance, 401(k) Plan Advisory Services, Lending Solutions
Morgan Stanley
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Senior Vice President | Financial AdvisorMorgan Stanley Aug 2011 - PresentLeawood, Ks©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlrThe investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor’s individual circumstances and objectives. Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney’s licensed insurance agency affiliates. Asset Allocation does not guarantee a profit or protect against a loss in a declining financial market. For more information on the designation(s) listed above, go to: https://advisor.morganstanley.com/the-plaza-group-20103523Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services. NMLS#: 1290488
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Portfolio ManagerOxford Creek Capital Management, Llc Jun 2009 - Aug 2011 -
Financial AdvisorMorgan Stanley Nov 2007 - Jun 2009
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Portfolio ManagerAmerican Century Investments Jan 2006 - Jun 2007Kansas City, MoIn 2006, I was part of the portfolio management team who launched three mutual funds we had managed for the past four years using the multi-factor quantitative models developed through the years of incubation and back testing. While managing the three mutual funds I worked with multiple portfolio management teams to develop specialized processes. During this time I was chosen to ring the bell at the New York Stock Exchange.
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Quantitative Investment AnalystAmerican Century Investments Jan 2002 - Dec 2006Kansas City, MoIn 2002, I joined the investment management team to put some of the ideas and products secured through venture capital to work on building and investment platform. I spent several years developing multi-factor quantitative models that exploit the historical characteristics of securities to increase the probability of outperformance, validation of historical data sets, back testing results, and implementation into new and existing portfolios.
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Venture CapitalAmerican Century Investments Jan 2000 - Dec 2002Kansas City, MoIn 2000, American Century decided to start a new team to help invest in companies that could help them do business “better, faster or cheaper.” I was the third person hired for the team; learning the venture capital business from the ground up. Over the course of the next two years our team invested $60 million dollars in eleven companies involved in electronic trading, making estimates smarter, data management and other services.
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Organizational Development / Training ConsultantAmerican Century Investments Sep 1995 - Dec 2000I joined American Century Investments (then Twentieth Century) in 1993 as the manager of the people who trained the people who answered the phones. We revamped the training program and opened investor relations centers in two other cities. I expanded my management role to a consultant in human resources where I ran companywide training programs and manager leadership skills training.
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Corporate Reengineer / TrainerCigna Feb 1983 - Jul 1993
Sheila K Davis, Cfp® Education Details
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University Of Kansas - Graduate School Of BusinessFinance -
Emporia State UniversityBusiness Administration
Frequently Asked Questions about Sheila K Davis, Cfp®
What company does Sheila K Davis, Cfp® work for?
Sheila K Davis, Cfp® works for Morgan Stanley
What is Sheila K Davis, Cfp®'s role at the current company?
Sheila K Davis, Cfp®'s current role is CERTIFIED FINANCIAL PLANNER™| Senior Vice President | Financial Advisor at Morgan Stanley.
What is Sheila K Davis, Cfp®'s email address?
Sheila K Davis, Cfp®'s email address is sh****@****ail.com
What schools did Sheila K Davis, Cfp® attend?
Sheila K Davis, Cfp® attended University Of Kansas - Graduate School Of Business, Emporia State University.
What are some of Sheila K Davis, Cfp®'s interests?
Sheila K Davis, Cfp® has interest in Scuba Dive, A Retired Police Officer Of 26 Years, Snow Ski, Spend Time With My Husband Randy, My Sons Are Johnston, Water Ski.
Who are Sheila K Davis, Cfp®'s colleagues?
Sheila K Davis, Cfp®'s colleagues are Pankaj Thorat, Ashish Shah, Camille Hack, Nancy Galatowitsch, Luke Ryan, Leandro Johner Y Cruz, John Parker Wilson.
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