Graystone Consulting Tampa

Our Story

At Graystone Consulting Tampa, we are a deeply resourced team of 13 seasoned professionals with complementary skills, knowledge and experience. We provide tailored advice and advanced investment strategies that are designed specifically to meet your fiduciary responsibilities and achieve your short- and long-term goals. Working together, we strive to be your trusted advisors, with every member of our practice dedicated to meeting your needs and serving as an extension of your organization.
Innovative by nature, we seek out new capabilities to create greater opportunities that deliver results. We value loyalty to each other and to the clients we service every day. Above all, we have established strong roots within our community and an even stronger commitment to our clients.
Our team of seasoned consultants average over 20 years in the institutional investing arena. Each professional is integral to ensuring your investment solutions are effectively crafted, implemented and monitored. When you work with one of us, you get the best of all of us.
Charles H Mulfinger II's PhotoNotch
Charles H Mulfinger II, CIMA®

Managing Director, Wealth Management, Institutional Consulting Director, Family Wealth Director, Alternative Investments Director, Corporate Retirement Director

Phone:
(813) 227-2115(813) 227-2115
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David A Wheeler's PhotoNotch
David A Wheeler, CIMA®

Senior Vice President, Wealth Management, Institutional Consulting Director, Alternative Investments Director, Senior Portfolio Manager

Phone:
(813) 227-2178(813) 227-2178
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Adam H Palmer's PhotoNotch
Adam H Palmer

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

Phone:
(813) 227-2033(813) 227-2033
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Scott Owens, Cfa's PhotoNotch
Scott Owens, Cfa, CIMA®

Associate Vice President, Wealth Management, Institutional Consultant

Phone:
(813) 227-2027(813) 227-2027
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Cameron O'Neill's PhotoNotch
Cameron O'Neill

Financial Advisor, Financial Planning Specialist

Phone:
(813) 227-2036(813) 227-2036
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Andy Mcilvaine's PhotoNotch
Andy Mcilvaine

Institutional Consultant, Financial Advisor – Wealth Management

Phone:
(813) 227-2160(813) 227-2160
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Theodore Loew's PhotoNotch
Theodore Loew, CFA®

Phone:
(813) 227-2088(813) 227-2088
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Amanda M. Zugschwert's PhotoNotch
Amanda M. Zugschwert

Phone:
(813) 227-2135(813) 227-2135
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Richard Detweiler's PhotoNotch
Richard Detweiler

Phone:
(813) 227-2038(813) 227-2038
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Dana Hooten's PhotoNotch
Dana Hooten

Phone:
(813) 227-2016(813) 227-2016
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Thomas Gashonia's PhotoNotch
Thomas Gashonia

Phone:
(813) 227-2068(813) 227-2068
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Kelsey Zyndorf's PhotoNotch
Kelsey Zyndorf

Phone:
(813) 227-2001(813) 227-2001
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Our Offices

100 North Tampa Street
Ste 3000
Tampa, FL 33602
US
Direct:
(813) 227-2061(813) 227-2061

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


CRC# 2108324 (06/18)