SHEILA DAVIS

Sheila brings a wealth of experience to her role as a Certified Financial Planner®, Family Wealth Advisor and founding partner of The Plaza Group. With more than 25 years of industry experience, she empowers clients to live a better life and aims to be their first call for anything financial. Her extensive background allows her to provide a broad array of services – from diversifying an investment portfolio to generating an income stream in retirement to optimizing the benefits of social security. She loves working with people and sharing information to help them reach a goal or solve a puzzle. For Sheila, being a Financial Advisor is not just her profession, it’s her life.

Growing up in the small town of DeSoto, KS, Sheila has always been a knowledge-based person. As a woman, she was told that people would take advantage of her if she didn’t know what she was doing. This advice has become an underlying principle of her life and her practice. From filing taxes to buying a home, Sheila invests the time to educate herself on the finer details of the discipline, so she can make informed decisions with confidence. She brings this diligence to her advisory practice, helping clients understand the intimate nuances of their finances so they can make better and smarter decisions.

A magna cum laude graduate of Emporia State University, Sheila earned her M.B.A. from the University of Kansas. As a Financial Advisor at Morgan Stanley, Sheila has completed various advanced programs, earning such designations as Financial Planning Specialist, Family Wealth Advisor, and Portfolio Management Director. She is also a Certified Financial Planner® (CFP®), the recognized standard of excellence for personal financial planning. She draws upon her deep knowledge and insights to provide clients with tailored advice and customized strategies to help them achieve their goals.

Sheila believes balance is vital to a happy life. She and her husband, Randy, have been married 30 years.