Graystone Consulting – Richmond, VA - Morgan Stanley Team - RICHMOND, VA
Morgan Stanley Smith Barney
Graystone Consulting – Richmond, VA
901 EAST BYRD ST STE 2000
RICHMOND, VA 23219
tel: (804) 780-3324
toll-free: (800) 833-5522
fax: (804) 225-8145
T. Kent Cox
T. Kent Cox
Senior Vice President
Financial Advisor
Institutional Consulting Director
tel: (804) 780-3324
toll-free: (800) 833-5522
fax: (804) 225-8145

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Professional Details
  • 28 Years Industry Experience
    1991 - present: Morgan Stanley*
  • CIMA - Certified Investment Management Analyst, 1999
    The Wharton School of Business
    Philadelphia, PA
  • BS - Finance, 1978
    Virginia Commonwealth University
    Richmond, VA
  • Barron's U.S. Top 1000 Advisors: 2010, 2008, 2007
  • Virginia Business; Virginia's top Advisors: 2010, 2008, 2007, 2006
  • Board Memberships - VCU School of Business Foundation, Shady Grove Methodist Endowment Fund, Richmond Strikers
  • Association of Professional Consultants
    Chair, Research Committee
  • Investment Management Consultants Association
  • AIF-Accredited Investment Fiduciary
T. Kent Cox holds the following registrations:
Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, MA, MD, MI, NC, NH, NJ, NV, NY, PA, RI, SC, TN, TX, VA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

S. Craig Dunbar
S. Craig Dunbar
First Vice President
Financial Advisor
Senior Investment Management Consultant
tel: (804) 780-3395
toll-free: (800) 833-5522
fax: (804) 225-8145

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Professional Details
  • 27 Years Industry Experience
    1999 - present: Morgan Stanley*
    First Vice President
    Senior Investment Management Consultant
    Richmond, VA
  • CFP® - CERTIFIED FINANCIAL PLANNER
  • CRPS - Chartered Retirement Plans Specialist
  • BS - Finance, 1985
    James Madison University
    Harrisonburg, VA
  • Licensing - Series 7, 63, 65 & Life and Health
  • Trinity Episcopal High School
    Board Member, Past Chairman
    St. Michael's Episcopal School Foundation
    Board Member
  • AIF-Accredited Investment Fiduciary
S. Craig Dunbar holds the following registrations:
Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, MA, MD, MI, MT, NC, NH, NJ, PA, RI, TN, TX, VA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1265100

Robert W. 'Chip' Brockmeier
Robert W. 'Chip' Brockmeier, CFA, CFP
Financial Advisor
tel: (804) 780-3301
toll-free: (800) 833-5522
fax: (804) 225-8145

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Professional Details
  • 27 Years Industry Experience
    2010 - present: Morgan Stanley*
  • CFP® - CERTIFIED FINANCIAL PLANNER
  • CFA – Chartered Financial Analyst
  • BA – Economics & Foreign Affairs, 1985
    University of Virginia
    Charlottesville, VA
  • Licensing - Series 7, 63, 66 & Life and Health
  • Hanover Industrial Airpark Business Association
    Board Member
  • Rutland Foundation
    Budget and Finance Committee
Robert W. 'Chip' Brockmeier, CFA , CFP  holds the following registrations:
Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, MI, NC, NH, NJ, NY, PA, RI, TX, VA; General Securities Representative; Investment Advisor Representative

NMLS#: 1278754

Christina Todd
Christina Todd
Financial Advisor
tel: (804) 780-3359
toll-free: (800) 833-5522
fax: (804) 225-8145

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Professional Details
  • 7 Years Financial Industry Experience
    2013 - Present: Morgan Stanley
  • CFP® - Certified Financial Planner
  • BS - Finance, Global Business, 2009 Virginia Tech Blacksburg, VA
  • Board Memberships - Massey Alliance, Virginia Tech Pamplin College of Business Finance Department Advisory Board, Virginia Tech Pamplin College of Business Recent Alumni Board
  • Licensing - Series 7, 66, Life & Health
Christina Todd holds the following registrations:
Securities Agent: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NV, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA; General Securities Representative; Investment Advisor Representative

NMLS#: 1272879

Fletcher Metz
Asst. Vice President, CG Analyst
tel: 804-780-3353
fax: 757-282-7838


Professional Details
  • 10 Years Industry Experience
    2004 - present Morgan Stanley*
  • BA – Integrative Studies: Communication, 1999
    George Mason University
    Fairfax, VA
  • Licensing – Series 7, 66 & Life and Health

Judith Staufer
Financial Planning Associate
Senior Registered Associate
tel: (804) 780-3382
fax: (540) 301-5565


Professional Details
  • 12 Years Industry Experience
    2011 Joined Morgan Stanley*
  • BS - Business Administration/Finance and Economics, 1984
    Old Dominion University
    Norfolk, VA
  • Professional Financial Planner Certificate, 1984
    Old Dominion University
  • Licensing- Series 7, Series 66

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