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The Kelsey Group
The Kelsey Group
at Graystone Consulting
5051 Westheimer
Suite 2100
Houston, TX 77056
tel: 713-499-3019
toll free: 800-666-6069
fax: 713-499-3090
Left to right: Norman Nabhan, Karen Sotallaro, John Kelsey, Kavitha Thomas, Elese Jackson, Victoria Polinski
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Staff
At Graystone we offer our clients full-service advantages, including a dedicated support staff ready to assist you and your account servicing needs.
Elese Jackson
Group Administrator
tel: 713-499-3019
fax: 713-499-3090
elese.jackson@morganstanleygraystone.com
Professional Details
  • 10 Years of Financial Industry Background
  • Series 7, 66 & Texas General Lines Insurance Licensed
  • Previous Experience: Charles Schwab, JP Morgan Chase
Kavitha Thomas
Technical Analyst
tel: 713-499-3018
fax: 713-499-3090
kavitha.thomas@morganstanleygraystone.com
Karen Sotallaro
Institutional Consulting Analyst
tel: 713-499-3004
fax: 713-499-3090
karen.sotallaro@morganstanleygraystone.com
Professional Details
  • 13 Years of Financial Industry Background
  • Series 7 & 66 Licensed
  • BS, MS - Agricultural Economics
    Texas A&M University
  • Previous Experience: Prudential Securities, Davis Hamilton Jackson & Associates
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.