Myrteel Mooney Ward

Senior Vice President, Institutional Consulting Director

(210) 366-6678(210) 366-6678

With more than 40 years of financial services experience, Myrteel works closely with Family Offices, high net worth individuals, family foundations and endowments to align their finances with their long-term goals. Her goals-based process begins with asking the right questions and then actively listening. This information reflects each client’s goals for the future. She takes pride in her ability to combine her knowledge and experience with personal warmth and patience to empower her clients to build and enjoy the wealth they have created and to facilitate the ultimate efficient transfer of their wealth, whether those efforts are in support of future generations, philanthropic interests or their own unique set of objectives.

Myrteel attended the University of the Incarnate Word in San Antonio and the University of Texas at Austin. In 1975, she began her financial services career in the investment division of a major Houston Bank. A few years later, she moved to the bank’s Private Client division before joining Smith Barney in 1994. It was here where she joined The Quantitative Group, an elite institutional consulting team with an illustrious past, where she was a Principal and a member of the Investment Committee. She helped the team learn to apply institutional consulting practices to the Family Office and ultra high net worth client space. The group formed a successful RIA in 2003, before joining Graystone Consulting at Morgan Stanley in 2010. The group subsequently re-branded to Graystone Consulting-San Antonio.

Myrteel has been named to the distinguished Barron’s Top 100 Female Advisors (2013), Top 1000 Investment Advisors (2013), Top 1,200 Advisors lists (2014, 2016), and Graystone Consulting – San Antonio has regularly been named to the publication’s Top Institutional Consultants list (2016, 2018). Myrteel is a member of the Association of Professional Investment Consultants and the Investment Management Consultants Association. She holds the FINRA Series 7, 63 and 66 licenses, as well as Texas and Colorado Insurance licenses.

A strong believer in giving back, Myrteel and her husband, Tom, have assisted numerous children with accomplishing their goals of getting a college degree. They are very focused on wounded warriors and their families. She and Tom enjoy their friends and family. They are passionate equestrian supporters with a particular interest in international jumping.

Securities Agent: TX, WA, VA, PA, OR, NY, NM, NJ, NC, MO, MA, IL, GA, FL, DC, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1272714

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