Graystone Consulting – Miami, FL

Our Story

For today’s forward-thinking institutions and sophisticated investors, having an experienced partner is essential to navigating the complexities of global markets. When you work with The Synergy Group, you not only work with a premium team of experienced wealth management professionals, you also gain access to the global resources and fiduciary oversight of Graystone Consulting.

What sets our team apart from other advisory teams lies in our strengths and skills advising clients domestically and abroad, enabling us to grow into a successful organization with over $2 billion in assets under management (as of 2Q 2018).

Our presence in and understanding of the international institutional world – with a focus on Latin America and the Caribbean – continues to expand significantly, as we introduce our proven approach to families and organizations within these rapidly developing nations.

Founded in 1993, our team of investment consultants has spent their entire careers successfully consulting with individuals and institutions throughout the U.S. and around the globe. We are the trusted advisor to some of the world’s most respected organizations and want to be your trusted advisor too.
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Hugo Mantilla

Executive Director, Wealth Management, Institutional Consulting Director

Phone:
(305) 533-5326(305) 533-5326
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Eric Newman

Executive Director, Wealth Management, Institutional Consulting Director

Phone:
(305) 533-5325(305) 533-5325
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Becky Haya Acevedo's PhotoNotch
Becky Haya Acevedo

Executive Director, Wealth Management, Institutional Consultant

Phone:
(305) 376-8523(305) 376-8523
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Aaron Winer

Senior Vice President, Wealth Management, Institutional Consultant

Phone:
(305) 376-8546(305) 376-8546
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Gina Rodriguez

Group Director

Phone:
(305) 533-5356(305) 533-5356
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Orlando Lescano

Senior Registered Associate

Phone:
(305) 376-8518(305) 376-8518
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Sandra Gonzalez Del Campo

Registered Associate

Phone:
(305) 533-5328(305) 533-5328
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Jonathan Santana

Institutional Consulting Analyst

Phone:
(305) 533-5332(305) 533-5332
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Our Offices

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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.

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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)