Samuel Brandwein, CFP®, CIMA®, CRPS®, QPFC
Senior Vice President, Institutional Consulting Director, Corporate Client Group Director, Workplace Advisor – Equity Compensation, Corporate Retirement Director, Financial Wellness Director
Sam Brandwein is an Institutional Consulting Director, Senior Vice President and Corporate Retirement Director with Morgan Stanley - Graystone Consulting. He has been employed in the investment industry continuously since 1986. Sam focuses his efforts primarily on investment manager search and evaluation, portfolio construction, and consulting with plan sponsors regarding the overall operation of their retirement plans. Sam is a member of the Retirement Advisor Council, which is a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced, qualified retirement plan advisors, investment managers and defined contribution plan service providers. Sam is serving as a member of the Board of Directors for the ARA (American Retirement Association) for a term of three years through the end of 2024. Sam holds both the Certified Financial Planner™ (CFP®) and Certified Investment Management Analyst™ (CIMA®) designations. Sam qualified to sit for the CIMA® exam after successfully completing an executive education program offered at the Wharton School at the University of Pennsylvania. Sam is a credentialed member of the American Society of Pension Professionals & Actuaries (ASPPA), having earned their Qualified Pension Administrator designation, a reflection of Sam’s technical expertise in reference to retirement plans. Sam has served as President of the National Association of Plan Advisors (NAPA), the largest 401(k) professional association in the United States. Sam has been designated by NAPA as a Qualified Plan Financial Consultant (QPFC). As a Financial Wellness Director Sam is qualified to offer Financial Wellness services to corporate and institutional clients by providing holistic financial guidance to workplace participants. Sam has been named a Best-In-State Wealth Advisor by Forbes Magazine for 2022, 2023, 2024. His team, Graystone Consulting- The Atlantic Group, has been named to Barron’s Top 100 Institutional Consulting Teams for 2021, 2023, named to Forbes Best-In-State Wealth Management Teams for 2023, 2024; as well as named one of NAPA’s Top DC Advisors Teams for 2018 - 2021 and named to NAPA’s Top DC Multi-Office Firm for 2022 - 2024. Sam has resided in Boca Raton for over 25 years, along with his wife, Maria, their son Mitch, and a number of rescue dogs they have adopted over the years.
Forbes Best-In- State Wealth Advisors
2022,2023,2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2022,2023,2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Barron's Top 100 Institutional Consulting Teams
2021 and 2023 Barron's Top 100 Institutional Consulting Teams (formerly referred to as Barron's Top 50 Institutional Consulting Teams, Barron's Top 50 Institutional Consultants, Barron's Top 30 Institutional Consultants))
Source: Barrons.com (Awarded April 2021 and 2023). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
NAPA's Top DC Advisor Teams
2018,2019,2020,2021 NAPA's Top DC Advisor Teams
Source: Source: napa-net.org (Awarded 2018,2019,2020,2021) Data compiled by NAPA based on self-reported assets under advisement as of Dec 31 of the year prior to year the award was given.
NAPA Top DC Advisor Multi-Office Firms
2022,2023,2024 NAPA’s Top DC Multi-Office Firms
Source: napa-net.org (Awarded 2022,2023,2024) Data compiled by NAPA based on self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31 of the year prior to the year the award was given
2023,2024 Forbes Best-In-State Wealth Management Teams
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023,2024) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award
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