Tim Davis is the Senior Vice President of Operations and Technology for 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, Tim spent much of his career in the financial services industry, including 16 years at Morgan Stanley, working with advisors to develop new ways to build their business 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 bachelor’s degree in finance from the University of Utah and holds a Series 65 license.