Graystone Consulting – Cincinnati, OH - Morgan Stanley Team - Cincinnati, OH
Morgan Stanley Smith Barney
Graystone Consulting – Cincinnati, OH
Institutional Consulting
7755 Montgomery Road
Suite 200
Cincinnati, OH 45236
tel: (513) 762-5348
toll-free: (800) 543-2665
fax: (513) 762-5201

Graystone Consulting | Cincinnati is a team of eight dedicated investment professionals who provide a complete range of consulting services to clients that include private individuals, family offices, corporate retirement plans and non-profit organizations. Nationally recognized as a leading wealth management and institutional consulting group, Graystone Consulting | Cincinnati was founded with a simple mission: set the industry standard in consulting services for sophisticated investors.

Our customized investment advice is delivered by our experienced financial advisors and institutional consultants who are backed by a dedicated consulting team and the extensive resources of a leading financial institution. If you are a plan sponsor, we can provide guidance and information to help you meet your fiduciary responsibilities. For individuals, we will help define what is most important to you and then formulate the strategies that are suited for your needs; whether you are accumulating wealth, investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.

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  • If you are considering upgrading your company's retirement plan, see Product & Service Materials for some timely information.

  • Please contact us for a complimentary portfolio review.

  • Meet with me and our specialists to discuss valuable ideas and individually tailored wealth planning strategies to help you preserve your wealth.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
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