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Spectrum Institutional Consulting
6710 North Scottsdale Rd.
Suite 250
Scottsdale, AZ 85253
tel: 480-368-6515
toll free: 800-727-4888 ext. 6515
fax: 480-368-6622
Staff
At Graystone we offer our clients full-service advantages, including a dedicated support staff ready to assist you and your account servicing needs.
Aaron Brasfield
Aaron Brasfield
Client Service Associate
tel: 800-727-4888 ext. 6516
fax: 480-368-6622
Professional Details
  • 1998 - present: Morgan Stanley Smith Barney
    Client Service Associate
  • B.S. - Accounting, 1995
    Washington State University
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Certified Investment Management AnalystSM
    Wharton School of Business
    University of Pennsylvania
Darren A. Evans, CIMA<span style='font-size: 90%; vertical-align: top;'>®</span>
Darren A. Evans, CIMA®
Investment Management Analyst
Wealth Advisory Associate
tel: 800-727-4888 ext. 6629
fax: 480-368-6622
Professional Details
  • 1999 - present: Morgan Stanley Smith Barney
    Investment Management Analyst
  • Bachelor of Commerce - Finance, 1998
    University of Windsor
    Ontario, Canada
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Certified Investment Management AnalystSM
    Wharton School of Business
    University of Pennsylvania
Traci Hapke
Traci Hapke
Registered Associate
tel: 800-727-4888 ext. 6564
fax: 480-368-6622
Professional Details
  • Series 7, 63 and 66 Licensed
  • BA - University of California at Santa Barbara
  • Over 10 Years of Industry Experience
  • Worked at Major Wall Street Firms Including Five Years at Morgan Stanley Smith Barney* in California and Arizona
  • Traci Currently Resides in Gilbert
Mike Baker
Mike Baker
Institutional Consulting Analyst
tel: 800-727-4888
fax: 480-368-6622
Professional Details
  • Master of Business Administration- Finance
    Arizona State University
  • Bachelor of Science - Management
    Arizona States University
  • Series 7 - General Securities Representative
    Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Arizona Insurance Licensed
  • Been in Financial Industry Since 1995
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
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Investments alone aren't enough when it comes to preparing for retirement. As a retirement focused advisor at Morgan Stanley Smith Barney we offer a level of experience and commitment to retirement advice that we think is unique in the industry. Our thorough process encompasses ten elements that are key to a successful plan.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.