Tim Davis joined Raymond James in 2018 and has worked in the financial services industry for more than 20 years. Prior to joining Raymond James, Tim held positions at Morgan Stanley, UBS Financial Services and Merrill Lynch. Tim works with c-level executives, company founders and board members to help meet the specialized needs of those with concentrated equity and stock option positions. In particular, he designs and implements 10b5-1 strategies and helps with concentrated equity risk management and planning. His goal is to meet the needs of each individual to integrate their equity compensation into a comprehensive wealth management strategy. His clients’ plans encompass investments, retirement needs, tax and estate planning strategies, and insurance analysis.