Graystone Consulting-Raleigh, Wichita, Dallas & Kansas City

Our Story

Our team was founded with a vision in mind: to serve with those who have a higher calling. Our work is driven by the passion we have for serving philanthropy and mission-based institutions. We are rooted in a deep sense of service and have the utmost respect for those whose missions are to serve human-kind. Our focus is serving Endowments, Foundations, Higher Education and Private Family Wealth.

Through our work with numerous organizations across the country, we are increasingly aware of the challenges facing responsible stewardship of resources. There is an ever-growing desire for many organizations and individuals to make an impact in the communities they serve, but most are faced with constrained resources. For these reasons, we have dedicated resources to support the many needs and desires of our clients, in many cases functioning as “adjunct staff”. We are equipped to serve a wide variety of institutions and provide holistic support from investment policy development and account operations to impact investing and philanthropy management.
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Lee Morris, CIMA®

Managing Director, Wealth Management, Institutional Consulting Director

Phone:
(919) 877-2402(919) 877-2402
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Robert J Morris

Vice President, Institutional Consultant, Vice President, Alternative Investments Director, Senior Investment Management Consultant

Phone:
(316) 630-4488(316) 630-4488
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William G Hendrix, CIMA®

Senior Vice President, Wealth Management, Institutional Consulting Director, Investing with Impact Director, Institutional Consultant

Phone:
(316) 630-4411(316) 630-4411
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Gary J Bartak, CIMA®

Senior Vice President, Institutional Consulting Director, Institutional Consultant

Phone:
(316) 630-4405(316) 630-4405
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Patrick Garrett Hartley's PhotoNotch
Patrick Garrett Hartley

Senior Vice President, Financial Advisor, Institutional Consultant

Phone:
(919) 960-5457(919) 960-5457
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Andy McKay, CFP®

First Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager

Phone:
(919) 785-7172(919) 785-7172
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Josh Uthe, CRPS®, C(k)P

Vice President, Institutional Consultant, Corporate Retirement Director

Phone:
(919) 785-7143(919) 785-7143
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Paul Cox

Executive Director, Private Wealth Advisor

Phone:
(214) 468-7234(214) 468-7234
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Mary Akin, CIMA®, CFP®

First Vice President, Wealth Management

Phone:
(919) 877-2485(919) 877-2485
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Luke M Bartak

Institutional Consultant

Phone:
(913) 402-5267(913) 402-5267
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Justin Dougan

Assistant Vice President, Wealth Management, Institutional Consulting Analyst

Phone:
(316) 630-4420(316) 630-4420
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Pamela Hatfield

Assistant Vice President, Wealth Management, Institutional Consulting Associate

Phone:
(316) 630-4436(316) 630-4436
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Susan Taylor

Institutional Consulting Associate

Phone:
(919) 877-2475(919) 877-2475
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Jason Bailey

Phone:
(316) 630-4401(316) 630-4401
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Lindsay Hernandez

Registered Associate

Phone:
(316) 630-4404(316) 630-4404
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Our Offices

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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)