Graystone Consulting Cincinnati - Morgan Stanley Team - Cincinnati, OH
Morgan Stanley Smith Barney
Graystone Consulting Cincinnati
7755 Montgomery Road
Suite 200
Cincinnati, OH 45236
tel: (513) 762-5348
toll-free: (800) 543-2665
fax: (513) 762-5201
Bill Talmage
Bill Talmage
Senior Vice President
Financial Advisor
Institutional Consulting Director
tel: (513) 762-5227
fax: (513) 762-5201
Professional Details
  • 1980 - Current: Series 7 - General Securities Representative
  • Certified Investment Management Analyst (CIMA)
  • MBA Xavier University
  • Association of Professional Investment Consultants (APIC)
  • Accedited Investment Fiduciary (AIF)
  • Founding member of Graystone Consulting | Cincinnati
  • 2014 PlanSponsor Top 100 Retirement Plan Advisers
  • 2013 PlanSponsor Finalist for Plan Adviser Team of the Year
Bill Talmage holds the following registrations:
Securities Agent: AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;

Kelly Kelp
Kelly Kelp
Senior Vice President
Financial Advisor
tel: (513) 762-5224
toll-free: (800) 543-2665
fax: (513) 762-5201
Professional Details
  • 1986 - Current: Series 7 - General Securities Representative
  • Series 65 - Investment Advisory Agent
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Life Insurance Licensed
  • Corporate Client Group Director
  • BA Finance Michigan State University
  • Cincinnati Magazine 2012 Top Wealth Managers
Kelly Kelp holds the following registrations:
BM/Supervisor; Securities Agent: AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;

Joel N. Handorf
Joel N. Handorf, CIMA
First Vice President
Institutional Consultant
Senior Portfolio Manager
tel: (513) 762-5348
toll-free: (800) 543-2665
fax: (513) 762-5201

View my profile on LinkedInFollow me on Twitter

Professional Details
  • 1993 - Current: Series 7 - General Securities Representative
  • Investment Management Consultants Association (IMCA)
  • Association of Professional Investment Consultants (APIC)
  • Accedited Investment Fiduciary (AIF®)
  • BSBA Economics Xavier University
  • PlanSponsor Magazine Top 100 Retirement Plan Advisers (2010-2014)
  • 2013 PlanSponsor Finalist for Retirement Plan Adviser Team of the Year
  • Cincinnati Magazine Top Wealth Managers (2008-2013)
  • Plan Sponsor Council of America, Research Committee
  • Xavier University, Department of Economics Advisory Board
  • National Association of Plan Advisors (NAPA)
  • American Society of Pension Professionals & Actuaries (ASPPA)
  • Certified Investment Management Analyst (CIMA®),The Wharton School, University of Pennsylvania
  • Catholic Charities of Southwestern Ohio, Board of Directors
Joel N. Handorf, CIMA  holds the following registrations:
Securities Agent: AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;

Chris Vordemesche
Chris Vordemesche
Associate Vice President
Financial Advisor
tel: (513) 762-5256
toll-free: (800) 543-2665
fax: (513) 762-5201
Professional Details
  • Series 7 - General Securities Representative
  • Chartered Retirement Plans Specialists (CRPS)
  • Corporate Retirement Director
  • BA Finance University of Cincinnati
  • 2014 PlanSponsor Top 100 Retirement Plan Advisers
  • 2013 PlanSponsor Finalist Retirement Plan Adviser Team of the Year
Chris Vordemesche holds the following registrations:
Securities Agent: AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;

Jeffrey Adler
Consulting Group Analyst
tel: 513-762-5278
fax: 513-762-5201


Professional Details
  • Tulane University, BA History, Latin American Studies, Business
  • UBS Financial Services - Intern

Lynn Goedde
Senior Registered Associate
tel: 513-762-5267
fax: 513-762-5201


Professional Details
  • University of Illinois, BS Education
  • 18 years of investment experience

Elaine Cohen
Client Service Associate
tel: 513-762-5219
fax: 513-762-5201


Professional Details
  • University of Cincinnati, MBA Quantitative Analysis
  • University of Cincinnati, BA General Business, Minor Decision Sciences

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: http://www.morganstanley.com/disclaimers/mssbemail.html. 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. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  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.
Awards Disclosures
pp:9410 mp: 4791