Team

Tracy Davies

Associate

(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.


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