At Graystone we offer our clients full-service advantages, including a dedicated support staff ready to assist you and your account servicing needs.
Professional Details
- 2008 - present: Morgan Stanley Smith Barney
Institutional Consulting Analyst
Deerfield, IL
- 2000 - 2008: Morgan Stanley Smith Barney
Registered Associate
Deerfield, IL
- 1990 - 2000: Wachovia Securities
Senior Registered Client Service Associate
Deerfield, IL
- BS (Finance) - 1986
Arizona State University
Tempe, AZ
- Series 7 - General Securities Representative
Series 63 - Uniform State Exam
Series 66 - Uniform Combined State Exam
Preparation of technical and analystical reports
Professional Details
- Graduated from University of Wisconsin- Whitewater (2009)
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.