BOSTON, MA – Winthrop & Co. is excited to announce that Harrison Davis, a former financial advisor with the Coren Edelman Group of Morgan Stanley, has joined the firm as an Executive Transition Consultant. Harrison brings seven years of wealth management experience and joins Winthrop at a time of rapid advisor movement and increasing demand for independent solutions.
Harrison’s background includes advising affluent families on multigenerational wealth strategies and guiding high-earning tech professionals through complex equity compensation and concentrated stock planning. His industry knowledge and familiarity with balancing client care alongside firm constraints uniquely position him to consult and advise financial advisors as they explore the full scope of options available in today’s evolving landscape.
“When deciding what’s best for your practice and clients, it’s important to take stock of what’s currently working, where things can improve, and ask yourself: ‘Am I being fairly compensated for the value I provide?’” Harrison shared.
At Winthrop & Co., Harrison will work closely with advisors seeking more clarity and control over their business, bringing a thoughtful, grounded approach to helping advisors make confident, well-informed decisions.
A graduate of The Catholic University of America, Harrison holds a BSBA in Finance and was active in the Business Professional Society and CUAbroad program. He brings a thoughtful, advisor-first perspective to Winthrop’s transition consulting team and is already working with advisors nationwide to explore what’s next.