Graystone Consulting- Boca Raton | Orlando

Our Story

We provide a deep and world-class suite of offerings – a distinct alternative to other investment consulting firms.

As longstanding members of Graystone Consulting, we combine the vast resources of a premier global powerhouse with the personalized service of experienced wealth management consultants who have spent their entire careers advising individuals and institutions in Florida and across the country.

This unique blend of local expertise and global capabilities enables us to deliver holistic wealth management services and advanced investment solutions to a broad range of clients, including public and private corporations, nonprofit institutions and family offices.

At The Atlantic Group, we specialize in delivering tailored advice and forward-thinking ideas that address your specific circumstances. Above all, we are passionate about our work and believe that trust is paramount to building enduring and mutually-rewarding relationships.

We look forward to understanding the challenges you face and working together to identify and implement customized strategies. We are committed to offering the best solutions for your situation with thoughtful, objective advice.
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Samuel Brandwein, CFP®, CIMA®

Senior Vice President, Institutional Consulting Director, Certified 401(k) Specialist, Corporate Client Group Director

Phone:
(561) 393-2095(561) 393-2095
View My Bio
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Joyce M Burich-Andrews

Senior Vice President, Wealth Management, Institutional Consulting Director, Financial Advisor, Senior Portfolio Manager, Senior Investment Management Consultant

Phone:
(561) 393-1591(561) 393-1591
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James Bagwell, CIMA®

Senior Vice President, Institutional Consulting Director

Phone:
(407) 740-4936(407) 740-4936
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David S Isaacson, CIMA®

Senior Vice President, Institutional Consulting Director, Family Wealth Director, Senior Portfolio Manager, International Client Advisor

Phone:
(407) 740-4967(407) 740-4967
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Christopher Bridges's PhotoNotch
Christopher Bridges, CFP®, CIMA®

Vice President, Institutional Consulting Director

Phone:
(352) 751-7847(352) 751-7847
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Asif Ali

Senior Vice President, Institutional Consulting Director, Family Wealth Advisor, Portfolio Manager

Phone:
(561) 393-1521(561) 393-1521
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Richard K Maurer

Senior Vice President, Institutional Consulting Director

Phone:
(561) 393-1582(561) 393-1582
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Keith H Aebischer's PhotoNotch
Keith H Aebischer

Vice President, Institutional Consultant, Portfolio Manager

Phone:
(561) 393-1508(561) 393-1508
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Manny F Gutierrez

Vice President, Institutional Consultant, Portfolio Manager

Phone:
(561) 393-1566(561) 393-1566
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Alexander Maisuradze, CFA

Assistant Vice President, Institutional Consulting Analyst

Phone:
(407) 740-4906(407) 740-4906
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Terri Milano

Institutional Consulting Analyst

Phone:
(561) 393-2087(561) 393-2087
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Michelle Tipping

Portfolio Associate

Phone:
(561) 393-1560(561) 393-1560
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Caryn Robbins

Portfolio Associate

Phone:
(561) 393-1537(561) 393-1537
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Jodi Uhrick

Senior Registered Associate

Phone:
(407) 740-4913(407) 740-4913
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Shaharazade Kayume's PhotoNotch
Shaharazade Kayume

Portfolio Associate

Phone:
(407) 740-4940(407) 740-4940
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Our Offices

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Ready to invest in what matters to you?

Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

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: https://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.

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.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

Not all products and services are available to clients outside of the United States.

Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

Morgan Stanley Smith Barney LLC offers investment program services through a variety of investment programs, which are opened pursuant to written client agreements. Each program offers investment managers, funds and features that are not available in other programs; conversely, some investment managers, funds or investment strategies may be available in more than one program. Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on a client’s specific investment objectives and financial position, may not be suitable for the client. Please see the applicable program disclosure document for more information, available at www.morganstanley.com/ADV or from your Financial Advisor.

The Global Investment Manager Analysis (GIMA) Services Only Apply to Certain Investment Advisory Programs. GIMA evaluates certain investment products for the purposes of some – but not all – of Morgan Stanley Smith Barney LLC’s investment advisory programs (as described in more detail in the applicable Form ADV Disclosure Document for Morgan Stanley Wealth Management). If you do not invest through one of these investment advisory programs, Morgan Stanley Wealth Management is not obligated to provide you notice of any GIMA Status changes even though it may give notice to clients in other programs.

You should understand the differences between a brokerage and advisory relationship. When providing you brokerage services, our legal obligations to you are governed by the Securities Act of 1933, the Securities Exchange Act of 1934, the rules of self-regulatory organizations such as the Financial Industry Regulatory Authority (FINRA), and state securities laws, where applicable. When providing you advisory services, our legal obligations to you are governed by the Investment Advisers Act, Federal statutes and regulations relating to retirement accounts, and applicable state securities laws. These latter advisory obligations govern our conduct and disclosure requirements, creating a legal standard which is referred to as a “fiduciary” duty to you. We also may have a fiduciary duty to you, with respect to brokerage retirement accounts.

Please reach out to your Financial Advisor if you have questions about your rights and our obligations to you, including the extent of our obligations to disclose conflicts of interest and to act in your best interest. For additional answers to questions about the differences between our advisory and brokerage services, please consult with your Financial Advisor or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at https://www.morganstanley.com/ourcommitment/.

Graystone Consulting is a business of Morgan Stanley Smith Barney LLC.


CRC# 2108324 (06/18)