July 7, 2020

Willis Davis

Willis Davis is a partner at the Burbank Group at Morgan Stanley Private Wealth Management, a team focused on financial planning and the management of permanent capital for the founders of food, beverage, and consumer products companies and private equity and investment banking professionals. Willis and the Burbank Group manage over $2.0 billion and have been recognized by the Financial Times as one of the Top 400 Advisory teams in the United States every year from 2013 to 2020. Willis holds the Chartered Financial Analyst designation (CFA) and graduated summa cum laude from Hampden-Sydney College. Prior to joining the Burbank Group, Willis worked for Morgan Stanley in New York and Washington DC where he advised high net worth families and institutions.

Willis enjoys running, reading and fly fishing and is actively involved with the San Francisco Riptide youth lacrosse program. Originally from Virginia, Willis currently resides in the Russian Hill neighborhood of San Francisco.


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