Graystone Consulting - Cincinnati, OH

Our Story

At Graystone – Cincinnati, our relationship with you is personal.
We customize every strategy to align with your unique needs and circumstances. What’s more, we take accountability for implementing the solutions we recommend to ensure the challenges you face are fully addressed.

Our team of seasoned professionals works directly with you to identify and understand your particular goals. We then thoroughly and meticulously develop a fully integrated investment program – from asset allocation and risk budgeting to daily oversight and ongoing administration.

Every solution is supported by four pillars of differentiation:
• Independence and objectivity
• Tailored strategies
• Fiduciary expertise
• The strength of Morgan Stanley

Our clients have grown to depend on our ability to deeply listen to them to articulate and achieve their goals. Above all, they have come to appreciate our true passion for wanting to help them solve their specific challenges.
We believe you will not find a team of professionals more dedicated and committed to the long term success of their clients.
William H Talmage's PhotoNotch
William H Talmage

Senior Vice President, Financial Advisor, Institutional Consulting Director

Phone:
(513) 762-5227(513) 762-5227
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Kelly J Kelp's PhotoNotch
Kelly J Kelp

Senior Vice President, Financial Advisor, Corporate Client Group Director

Phone:
(513) 762-5224(513) 762-5224
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Joel Handorf, CIMA®

First Vice President, Senior Institutional Consultant

Phone:
(513) 762-5348(513) 762-5348
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Christopher Vordemesche's PhotoNotch
Christopher Vordemesche

Vice President, Wealth Management, Financial Advisor, Corporate Retirement Director

Phone:
(513) 762-5256(513) 762-5256
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Jeffrey Adler

Financial Advisor, Institutional Consultant

Phone:
(513) 762-5278(513) 762-5278
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Louis W Meyer, CRPS®

Executive Director, Financial Advisor, Corporate Retirement Director

Phone:
(513) 762-5290(513) 762-5290
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David Lange

Financial Advisor

Phone:
(513) 762-5373(513) 762-5373
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Lynn Goedde

Assistant Vice President, Institutional Consulting Associate

Phone:
(513) 762-5267(513) 762-5267
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Kimberly Jackson

Portfolio Associate

Phone:
(513) 762-5315(513) 762-5315
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Albert Chavez

Institutional Consulting Analyst

Phone:
(513) 762-5219(513) 762-5219
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Kate Lauer

Phone:
(513) 762-5221(513) 762-5221
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Kim Tallen

Phone:
(513) 762-5218(513) 762-5218
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Amanda Baggette

Phone:
(513) 762-5270(513) 762-5270
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Our Offices

7755 Montgomery Road
2nd Floor
Cincinnati, OH 45236
US
Direct:
(513) 762-5348(513) 762-5348

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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.*
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.

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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.

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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)