John Davis

Finance

Profile

Mr. Davis entered the financial services industry in 1993, after attaining an MBA at the Garvin Graduate School of International Management (called Thunderbird), working in Institutional Sales and Trading for Arizona Stock Exchange in New York City.
He then moved on to the institutional sales trading desk of Herzog, Heine, Geduld and then with Morgan Stanley before joining Merrill Lynch.
He attended Drake University in Des Moines, IA earning a BA in International Relations and Political Science with a Minor in Business Administration in 1990.
He has worked in the brokerage industry for 11 years and brings a solid academic and business background to his practice, which focuses on portfolio allocation, pre-retirement planning, retirement income and estate planning, as a Merrill Lynch Financial Advisor.

Former positions of John Davis

Companies	Position	End
Herzog, Heine, Geduld LLC Herzog, Heine, Geduld LLC Investment Banks/BrokersFinance Herzog, Heine, Geduld LLC provides financial and brokerage services. It offers full-service brokerage and clearing services. The company also offers online portfolio accounting with the PAWWS system. Herzog Heine Geduld was founded in 1926 and is headquartered in Jersey City, NJ.	Corporate Officer/Principal	1992-12-29
Morgan Stanley & Co. LLC Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.	Corporate Officer/Principal	1992-12-29

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