Graystone Consulting – Columbus / Grand Rapids/ Chicago - Morgan Stanley Team - COLUMBUS, OH
Morgan Stanley Smith Barney
Graystone Consulting – Columbus / Grand Rapids/ Chicago
Institutional Consulting
4449 EASTON WAY SUITE 300
COLUMBUS, OH 43219
tel: (614) 473-2405
toll-free: (866) 273-3726
fax: (614) 473-2450

(Pictured) Phil Shaffer, Mike Rosloniec, Bob Dow, Jill Shaffer, Mike (“Birge”) Birgeneau, Cheryl Carpenter, Brian Miller, Patrick Hogan, Jen Hamant, Joe Zarr, Brian Moore and Mary Deasey. 

(Not Pictured) Amanda Gallagher, Sarah Maxim, Jason Kraynak, Devon Latimer, Anne Noble and Annie Sidwell.

 

Welcome

Our institutional investment consulting division was founded with a simple mission: to help set the industry standard in investment consulting services for sophisticated investors.

We provide a complete range of investment advice to clients that include foundations and endowments, corporate retirement plans, Taft-Hartley funds, health care organizations, state and local governments, family offices and private individuals. Our customized investment strategies are delivered by Institutional Consulting Directors, experienced investment professionals backed by a dedicated consulting team and the extensive resources of a leading provider of investment advice. If you would like to know more about how our disciplined process and personalized services can help you meet your needs, please contact us.




Bulletin Board
  • Phil Shaffer named to Barron’s “Top 100 Financial Advisors.”  Click on “In the Press” in the left menu to read the Press Release.

  • Phil Shaffer named to Barron’s “Top 1000 Financial Advisors” each year since 2005.  Click on “In the Press” in the left menu to read the most recent Press Release.

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

Investments alone aren't enough when it comes to preparing for retirement. As a retirement focused advisor at Morgan Stanley Smith Barney we offer a level of experience and commitment to retirement advice that we think is unique in the industry. Our thorough process encompasses ten elements that are key to a successful plan.
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.
pp:9391 mp: 4791