Graystone Consulting - Chicago
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James Whitney, CFA

Managing Director, Wealth Management, Private Wealth Advisor, Institutional Consulting Director

Phone:
(312) 706-4173(312) 706-4173
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Michael Sakach, CFA

Managing Director, Wealth Management, Private Wealth Advisor, Institutional Consulting Director

Phone:
(312) 706-4143(312) 706-4143
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Mary Dichristofano, CFP®

Senior Vice President, Private Wealth Advisor, Institutional Consulting Director

Phone:
(312) 706-4127(312) 706-4127
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Brian Birnbaum, CFA

Senior Vice President, Private Wealth Advisor, Institutional Consulting Director

Phone:
(312) 706-4239(312) 706-4239
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David Dailey

Phone:
(312) 706-4188(312) 706-4188
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Josh Davis's PhotoNotch
Josh Davis

Phone:
(312) 706-4082(312) 706-4082
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Lauren Kosten

Phone:
(312) 706-4611(312) 706-4611
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Mackenzie Howe's PhotoNotch
Mackenzie Howe

Phone:
(312) 706-4956(312) 706-4956
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Matthew Conway's PhotoNotch
Matthew Conway

Phone:
(312) 706-4119(312) 706-4119
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Matthew Jennings's PhotoNotch
Matthew Jennings

Phone:
(312) 706-4183(312) 706-4183
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Nagini Velagapudi

Phone:
(312) 706-4229(312) 706-4229
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Nicole Dalebroux

Phone:
(312) 706-4253(312) 706-4253
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Nicole Stout

Phone:
(312) 706-4141(312) 706-4141
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Stephanie Carlisle

Phone:
(312) 706-4131(312) 706-4131
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Our Offices

440 South Lasalle Street
38th Fl
Chicago, IL 60605
US
Direct:
(312) 706-4141(312) 706-4141

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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.*
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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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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)