Tim Davis is the SVP of Operations and Technology within IMA Advisors. His primary focus is driving the strategic vision of our operating model while designing, implementing, and evolving the processes and technology to support the expansion of the business at scale.

Prior to joining IMA in 2024 and spent much of his career within financial services including 16 years at Morgan Stanley guiding advisors on developing new ways of building their businesses using innovation, technology, and improved operational and service support. He has a deep understanding of the challenges facing advisors with sustaining growth and developing efficiencies in an individual or team environment.

Tim holds a BS of Finance from the University of Utah along with numerous industry licenses and is based in our Salt Lake City office.