Tracy Davies


(919) 636-3765 Connect on LinkedIn

Mrs. Davies has over 10 years experience in financial services, providing institutional clients with operations, trading, and service expertise. Within the field, Mrs. Davies served a New York, NY based Private Wealth Management team at UBS Financial Services, Inc. and Morgan Stanley as an Investment Associate; more recently Mrs. Davies served a Chapel Hill based Wealth Management team as a Client Service Associate. Mrs. Davies began her financial career with Morgan Stanley’s Fixed Income division, where she served as a trading assistant on the structured products operations team. She obtained her NASD Series 7 General Securities Registered Representative License, Series 66 Uniform Combined State Law License and Series 31 Futures Managed Funds License while at Morgan Stanley.

Mrs. Davies is a member of the 100 Women in Finance chapter of North Carolina. She is an active volunteer at the Ronald McDonald House and the University Presbyterian Church Preschool in Chapel Hill.

  • B.S. Business Administration
    Bucknell University, 2006
    Lewisburg, Pennsylvania
Previous Affiliations
  • UBS Financial Services
  • Morgan Stanley