Graystone Consulting - San Antonio, TX

Our Story

We are a highly skilled team of 17 seasoned investment professionals who brings together a complementary set of talents, knowledge and experience to serve the specialized needs of institutions and high net worth families across the country.

Established in the early 1970s, our practice has grown into one of the top institutional consultancy groups in the country. Today, with nearly $5 billion in assets under advisement (as of 2Q 2018), we remain committed to the fundamental tenants of our founders:

“Client-First” Mindset. The longevity of our relationships is a testament to our focus on client advocacy and our ability to address complex goals.

Insight & Perspective. Our team’s diverse backgrounds enable us to deliver sophisticated institutional thinking and industry best practices.

Education & Communication. We distill complicated investment concepts, empowering clients to make difficult decisions with confidence.

Complete Transparency. Our open architecture approach includes disclosing all costs, net of fees performance, and a ban on proprietary products.

We are proud of the outstanding service we provide and welcome the opportunity to deliver this same level of excellence to you.
Ronald Alan Kern's PhotoNotch
Ronald Alan Kern, CIMA®

Managing Director, Wealth Management, Institutional Consultant, Sports and Entertainment Director

Phone:
(210) 366-6679(210) 366-6679
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William Joseph Sammons, CIMA®

Executive Director, Wealth Management, Institutional Consulting Director

Phone:
(210) 366-6677(210) 366-6677
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Myrteel Mooney Ward's PhotoNotch
Myrteel Mooney Ward

Senior Vice President, Institutional Consulting Director

Phone:
(210) 366-6678(210) 366-6678
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Rollins Schultz Rubsamen's PhotoNotch
Rollins Schultz Rubsamen

Senior Vice President, Institutional Consulting Director

Phone:
(210) 366-6680(210) 366-6680
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Jason Black

First Vice President, Institutional Consultant, Portfolio Manager

Phone:
(210) 366-6693(210) 366-6693
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Katie Nisbet's PhotoNotch
Katie Nisbet

Institutional Consultant, Investing with Impact Director

Phone:
(210) 366-6605(210) 366-6605
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Heidi Siller

Phone:
(210) 366-6660(210) 366-6660
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Maurie Kern

Phone:
(210) 366-6695(210) 366-6695
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Laura Georgeff-Byrd's PhotoNotch
Laura Georgeff-Byrd

Phone:
(210) 366-6645(210) 366-6645
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Fabian A. Gonzalez

Phone:
(210) 366-6630(210) 366-6630
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Heather Wineinger

Phone:
(210) 366-6632(210) 366-6632
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Eric Koch

Phone:
(210) 366-6686(210) 366-6686
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Reynaldo Davila's PhotoNotch
Reynaldo Davila

Phone:
(210) 366-6615(210) 366-6615
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Christopher Archer

Phone:
(210) 366-6692(210) 366-6692
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Logan Sammons

Phone:
(210) 366-6685(210) 366-6685
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Genoveva Luna

Phone:
(210) 366-6691(210) 366-6691
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Leonard Johnson

Phone:
(210) 366-6639(210) 366-6639
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Our Offices

755 East Mulberry
Suite 300
San Antonio, TX 78212
Direct:
(800) 733-3041(800) 733-3041

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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.

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 http://www.morganstanley.com/ourcommitment/.

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


CRC# 2108324 (06/18)