“We cannot direct the wind, but we can adjust the sails.”

—Dolly Parton 

Davis joined Badgley Phelps in 2025 as a seasoned Wealth Manager, bringing over 35 years of investment and wealth management experience. He began his career in 1988 with a predecessor firm that eventually became Morgan Stanley, advising clients there for more than two decades before joining Marshall & Sullivan in 2011. Over the next 14 years, he built enduring client relationships and played an active role in the firm’s investment strategy and governance, including serving on the Investment Committee. Throughout his career, Davis has developed an extensive background in crafting effective financial solutions for individuals, families, estates, and trusts.

Clients face a host of complex financial decisions over their lifetimes, from investment selection and risk management to tax and estate planning. Davis considers it a privilege to help untangle these interwoven elements and be an active partner in guiding clients toward lasting financial success.

“Rooted in experience, shaped by discipline, and grounded in trust, my philosophy embodies a lifelong dedication to helping clients achieve financial clarity and enduring success.”

Born and raised in the Northwest, Davis has traveled extensively in pursuit of sunshine and unique cultural experiences. He is an outdoor enthusiast, sailor, wine collector, and avid scuba diver, and he’s currently figuring out how to make more time for golf. Davis is married and has one very rambunctious dog.

EDUCATION

• Bachelor of Art in Economics, University of Washington, Seattle WA