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 License
  • Certified Investment Management Analyst (CIMA)
  • MBA Xavier University
  • Association of Professional Investment Consultants (APIC)
  • Accredited Investment Fiduciary (AIF)
  • Founding member of Graystone Consulting | Cincinnati
  • 2015 & 2016 PlanSponsor Top 100 Retirement Plan Advisers
  • 2010-2016 PlanSponsor Finalist for Plan Adviser Team of the Year
Bill Talmage holds the following registrations:
Securities Agent: AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NH, NY, OH, OK, OR, PA, SC, TN, TX, VA, WI, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1275704

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 8 - General Securities Sales Supervisor
  • Series 7 - General Securities License
  • Series 65 - Investment Advisory Agent
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Corporate Client Group Director
  • Life Insurance Licensed
  • 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, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WI, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1275718

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

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Professional Details
  • 1993 - Current: Series 7 - General Securities License
  • 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 (2010-2015)
  • 2010-2016 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: AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, MS, NC, NE, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WI, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

Chris Vordemesche
Chris Vordemesche
Vice President, Wealth Management
Financial Advisor
tel: (513) 762-5256
toll-free: (800) 543-2665
fax: (513) 762-5201
Professional Details
  • Series 7 - General Securities License
  • Chartered Retirement Plans Specialists (CRPS)
  • Corporate Retirement Director
  • BA Finance University of Cincinnati
  • 2010-2016PlanSponsor Top 100 Retirement Plan Advisers
  • 2013, 2015, 2016 PlanSponsor Finalist Retirement Plan Adviser Team of the Year
  • 2015 Top 401(k) Retirement Plan Advisors--Financial Times (2015)
  • Barron's Magazine: Top 30 Institutional Consulting Groups in the Country (2015)
  • 2010-2016 Cincinnati Magazine Top Wealth Managers
  • Tri-State Technology & Education Foundation Board Member
Chris Vordemesche holds the following registrations:
Securities Agent: AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NY, OH, OK, OR, PA, SC, TN, TX, VA, WI, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1275633

Jeffrey Adler
Jeffrey Adler
Financial Advisor
Professional Details
  • 2009 - Current:Series 7 - General Securities License
  • Series 66 - Combined Uniform State Securities License
  • BS Tulane University
Jeffrey Adler holds the following registrations:
Securities Agent: AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WV; General Securities Representative; Investment Advisor Representative

Lynn Goedde
Senior Registered Associate
tel: 513-762-5267
fax: 513-878-0635


Professional Details
  • Series 7 - General Securities License
  • Series 66 - Uniform Combined State Law License
  • University of Illinois, BS Education
  • 20 Years Industry Experience

Kim Jackson
Registered Associate
tel: 513-762-5315
fax: 513-322-4763


Professional Details
  • Series 7 - General Securities License
  • Series 66 - Uniform Combined State Law License
  • Xavier University, MBA Finance
  • Northern Michigan University, BSBA
  • 7 Years Industry Experience

Albert Chavez
Senior Registered Associate
tel: (513) 762-5219


Professional Details
  • Series 7 - General Securities License
  • Series 66 - Uniform Combined State Law License
  • John Carroll University, BS Spanish, Minor Business
  • 11 Years Industry Experience

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