Graystone Consulting - Charleston, WV

Our Story

Graystone Charleston was founded in 2006 by Don Lucci, Kelly Castleberry, Mike Goodwin and John Dawson as a collaborative, multi-disciplinary Investment Consulting practice. Each founding partner, now joined by our newest partner, Michael Hill, brings years of experience to bear in honing specific skill-sets which combine to create advanced strategies tailored to help meet each client’s unique needs. We consistently appear on Barron’s annual lists of Top 50 Institutional teams and Top 1,200 Advisors, most recently in 2018.

We provide a complete range of investment consulting services to clients including foundations and endowments, corporate retirement plans, Taft-Hartley funds, healthcare organizations, state and local governments, family offices and affluent individuals.

In addition to investment consulting services, Graystone Portfolio Management applies our institutional analytical capabilities to discretionary portfolio advisory services for our wealth management clients. Led by our Senior Portfolio Manager, our Portfolio Management Committee is comprised of ten investment professionals and analysts dedicated to delivering proactive management strategies tailored to your risk tolerance and objectives.
Kelly L Castleberry's PhotoNotch
Kelly L Castleberry, CIMA®

Senior Vice President, Financial Advisor, Family Wealth Advisor

Phone:
(304) 353-9048(304) 353-9048
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John E. Dawson, II's PhotoNotch
John E. Dawson, II

Senior Vice President, Institutional Consulting Director

Phone:
(304) 353-9014(304) 353-9014
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J. Michael Goodwin's PhotoNotch
J. Michael Goodwin

Senior Vice President, Financial Advisor, Senior Portfolio Manager

Phone:
(304) 353-9013(304) 353-9013
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Michael D Hill's PhotoNotch
Michael D Hill, CRPS®

Associate Vice President, Wealth Management, Institutional Consultant, Corporate Retirement Director

Phone:
(304) 353-9021(304) 353-9021
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Christopher L Heller's PhotoNotch
Christopher L Heller, CFA, CFP®

Associate Vice President, Financial Advisor, Investment Management Consultant

Phone:
(304) 353-9035(304) 353-9035
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Donald C Lucci's PhotoNotch
Donald C Lucci, CIMA®

Executive Director, Institutional Consulting Director

Phone:
(304) 353-9031(304) 353-9031
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Brian Anania's PhotoNotch
Brian Anania

Financial Advisor

Phone:
(304) 353-9042(304) 353-9042
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Katherine Jones's PhotoNotch
Katherine Jones

Business Development Director, Wealth Management, Vice President, Wealth Management

Phone:
(304) 353-9032(304) 353-9032
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Melissa Short

Senior Service Associate

Phone:
(304) 353-9039(304) 353-9039
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Cassandra Williamson's PhotoNotch
Cassandra Williamson

Registered Service Associate

Phone:
(304) 353-9047(304) 353-9047
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Matthew Kelly's PhotoNotch
Matthew Kelly, CRPS®

Institutional Consulting Analyst

Phone:
(304) 353-9012(304) 353-9012
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Elijah Duduit's PhotoNotch
Elijah Duduit

Registered Associate

Phone:
(304) 353-9034(304) 353-9034
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Advisor PhotoNotch

Phone:
(304) 353-9000(304) 353-9000
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Our Offices

500 Lee Street East
Ste 300
Charleston, WV 25301
US
Direct:
(304) 353-9049(304) 353-9049

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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.

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


CRC# 2108324 (06/18)