Graystone Consulting – Green Bay, WI<br />The Martzahl Group - Morgan Stanley Team - Green Bay, WI

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Graystone Consulting – Green Bay, WI<br />The Martzahl Group
(920) 436-5606

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Graystone Consulting – Green Bay, WI<br />The Martzahl Group
(920) 436-5606

Licensing

Graystone Consulting – Green Bay, WI<br />The Martzahl Group holds the following registrations:
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Graystone Consulting – Green Bay, WI<br />The Martzahl Group
(920) 436-5606

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Graystone Consulting – Green Bay, WI<br />The Martzahl Group
(920) 436-5606

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Barry J. Martzahl

Barry J. Martzahl
Barry J. Martzahl
Managing Director, Wealth Management
Financial Advisor
Institutional Consulting Director
toll-free: (800) 525-2396

Professional Details

  • Began career in 1984 with Graystone Consulting, a business of Morgan Stanley
  • BBA - Finance
    University of Wisconsin - Oshkosh
  • CIMA - Wharton School of Business
  • CIS - New York University's Stern School of Business
  • CFP - College of Financial Planning
  • Experience with Endowments & Foundations, Private Clients, Defined Contribution Retirement Plans
  • Past & Current Professional Associations include the Investment Management Consulting Association, Member of DAG (Directors Advisory Group), Finance Committee - Resurrection Parish, Board Member - Jackie Nitschke Center and Founders Association - University of Wisconsin - Green Bay
  • NMLS #1294059
Barry J. Martzahl holds the following registrations:
Securities Agent: AZ, CA, CO, DE, FL, GA, IA, IL, MD, MI, MN, MO, NC, NE, OH, OR, PA, TN, TX, UT, VA, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;

Rebecca A. McCormick

Rebecca A. McCormick
Rebecca A. McCormick
First Vice President, Wealth Management
Institutional Consultant
Corporate Retirement Director
toll-free: (800) 525-2396

Professional Details

  • Joined Morgan Stanley* in 1994
    Series 7, 63 & Life/Accident/Health Insurance Licensed
  • Certified Financial Planner, CFP
  • Certified Retirement Planning Specialist, CRPS
  • Advises Retirement Plan Sponsors in Plan Design and Plan Administration
  • Assists Retirement Plan Participants with Financial Planning and Asset Allocation
  • Provides Wealth Management Services to High Net Worth Individuals
  • NMLS #1288352
Rebecca A. McCormick holds the following registrations:
Securities Agent: AZ, CA, CO, DE, GA, IA, IL, MD, MN, MO, NY, PA, TN, TX, UT, WI, WY; General Securities Representative; Investment Advisor Representative;

Hans D. Anderson

Hans D. Anderson
Assistant Vice President
Consulting Group Analyst
tel: 920.436.5608
fax: 920.437.1993

Professional Details

  • 1998 - present: Morgan Stanley*
  • BBA - Finance
    University of Wisconsin - Oshkosh
  • Series 6, 7, 26, 63 & 65 Licensed
  • Investment Management Consultants Association
  • Focuses on Defined Benefit and Foundation / Endowment Plans and is Responsible for Generating Custom Reports, Manager Searches, and Investment Policy Development

Thomas S. Peebles

Thomas S. Peebles
Client Service Associate
tel: (920) 433-6519
fax: (920) 437-1993

Professional Details

  • 2013 - Present: Morgan Stanley
  • BBA - Finance
    University of Wisconsin
  • Series 7 & 66 Licensed

Jake J. Williquette

Jake J. Williquette
tel: (920) 436-5618
fax: (800) 525-2396

Professional Details

  • 2015 - Present: Morgan Stanley
  • Mathematics
    St. Norbert College
  • Series 7 & 66 Licensed

Nancy J. Loberger

Nancy J. Loberger
Registered Associate
tel: (920) 436-5606
fax: (920) 227-2278

Professional Details

  • 1989 - Present: Morgan Stanley*
  • Series 7, 63, 9 & 10 Licensed

Contact

Graystone Consulting – Green Bay, WI<br />The Martzahl Group
(920) 436-5606


Graystone Consulting – Green Bay, WI<br />The Martzahl Group
111 N. Washington Street
4th Floor, Suite 410
Green Bay, WI 54301
Phone: (920) 436-5606
Toll Free: (800) 525-2396

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Graystone Consulting – Green Bay, WI<br />The Martzahl Group
(920) 436-5606


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