Morgan Stanley

Congratulations to our 2024 Barron’s Top Financial Advisors & Teams

Where grit meets vision: congratulations to all of our Financial Advisors and Teams who were named to this year’s Barron's rankings.

By putting their clients first, leading with exceptional ideas and demonstrating integrity, our Financial Advisors and Teams consistently deliver the best of Morgan Stanley to every client. We are thrilled that they have been recognized by Barron's on these prestigious rankings. See who made the lists below.

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BARRON’S TOP 100 WOMEN FINANCIAL ADVISORS

PRIVATE WEALTH MANAGEMENT

WEALTH MANAGEMENT

GRAYSTONE CONSULTING

BARRON’S TOP 100 FINANCIAL ADVISORS

PRIVATE WEALTH MANAGEMENT

WEALTH MANAGEMENT

GRAYSTONE CONSULTING

BARRON'S TOP 250 PRIVATE WEALTH MANAGEMENT TEAMS
  • 415 Group

    Jonathan Usich

    Victoria Bailey

    Will Lyon

    Jonathan Harris 

     

    Menlo Park, CA

    View Website
  • 545 Group

    Gregory Vaughan

    Mark Douglass

    Jason Bogardus

     

    Menlo Park, CA

    View Website
  • Atlas Group

    Scott C. Wilson

    Crystal K. Ho

    Reid Wilson

     

    New York, NY

    View Website
  • Bancroft Bleimeyer Sonder Group

    Robert Bancroft

    Matthew Sonder

    Jason Bleimeyer

     

    Scottsdale, AZ

    View Website
  • Bermont Carlin Wealth Management

    Adam Carlin

     

    Coral Gables, FL

    View Website
  • Braun Elwell

    Dean Braun

    Dana Elwell

     

    Seattle, WA

    View Website
  • The Bravo Group

    Giuliano Infantozzi

    Angela De Mello 

    Juliano Barros

     

    New York, NY

    View Website
  • Cornerstone Group Silicon Valley

    Matthew Sheehan

    Alex Oberle

    Daniel Gieseke

     

    Menlo Park CA

    View Website
  • Double Oak Wealth Management Group

    William M. Hiden

    Hollis N. Gieger

    Stuart T. Patton

     

    Birmingham, AL

    View Website
  • Excelsior Wealth Management

    Craig Pastolove

    Scott Sklar

    Jesse Friedman

     

    New York, NY

    View Website
  • Family Wealth Group

    Robert Stolar

    John Voltaggio

    Devin Marino 

     

    New York, NY

    View Website
  • Finnegan Moye Schatz McLaughlin Boyle

    James Moye

    Daniel Finnegan

    Eugene Schatz

    View Website
  • Four Points Group

    Betsy Pakenas

    Sid Huguenin

    Derek McGee

     

    Frederick, MD

    View Website
  • GGM Wealth Management Group

    Jeffrey Gerson

    Christopher Guarino

    Gregory Meisel

     

    New York, NY

    View Website
  • Griepp/Jones/Palmer

    Troy Griepp

    Anthony Jones

    Richard Palmer

     

    San Francisco, CA

  • Lechner Altieri McMahon

    John Lechner

    Terrence McMahon

    Nick Altieri

     

    Boston, MA

    View Website
  • Lerner Winderbaum Team

    Joseph Lerner

    Anna Winderbaum

     

    New York, NY

    View Website
  • Lighthouse Wealth Management Group

    Dennis Rosa

    Brian Stokes

    Andy Baggs

     

    Ponte Vedra Beach, FL

    View Website
  • Moriarity / DeHond / Mulka / Scherer

    Jim Moriarity

    Brad DeHond

    Emily Mulka

    Bryan Scherer

     

    Chicago, IL

    View Website
  • O'Neill - Nee Group

    Michael J. O'Neill

    Kevin D. Nee

     

    Washington, DC

    View Website
  • Orchard Wealth Management

    Mason Champion

    Dominic Nicolini

    John Magiros

     

    Lutherville, MD

    View Website
  • Parker Pulliam Walls Team

    Al Parker

    Cooper Pulliam

    Levi Walls

     

    Atlanta, GA

    View Website
  • RM Compass Group

    J. Graham Roberts

    Jason R. Pace

    Frank Doherty

     

    Atlanta, GA

    View Website
  • Sage Wealth Management

    David Berdon

    Mark Seruya

    Russell Ganz

     

    New York, NY

    View Website
  • SoundView Wealth Management

    Frank Lourenso

    Dan Griesmeyer

    Ben Mihalik

     

    Jericho, NY

    View Website
  • Steinberg Forman Group

    Evan Steinberg

    Todd Forman

     

    New York, NY

    View Website
  • Team 581

    Shane Brisbin

    Michael Baumer

    Spencer Larson

     

    San Francisco, CA

    View Website
  • Team Global

    Ron Basu

    Christopher Toomey

    Matthew Nash

     

    New York, NY

    View Website
  • The 173 Group

    Ned Gibbons

    Gerard Zell

    Evan Rosenberg 

     

    Menlo Park, CA

    View Website
  • The 399 Park Group

    Alex Kramer

    Lisa Wolf

    Bibi Conrad

     

    New York, NY

    View Website
  • The 650 Team

    Tim Emanuels

    Steve Ashley

    Rich Petit

     

    San Francisco, CA

    View Website
  • The 720 Wealth Management Group

    Harold Trischman

    Robert Franchini

    Joyce Goldfarb

     

    Greenwich, CT

    View Website
  • The Alexandria Group

    Andy Rieger

    Keith Burner

    Roger Achtermann

     

    Alexandria, VA

    View Website
  • The Appleton Schlueter Group

    Mike Appleton

    Jim Schlueter

    Scott Lamson

     

    San Francisco, CA

    View Website
  • The Atlanta Group

    Saul M. Levy

    Steven Grosswald

    Matt Berman

     

    Atlanta, GA

    View Website
  • The BHP Group

    Fotios Piniros

    Andrew Hart

    Roland Breitenecker

     

    New York, NY

    View Website
  • The Bluestone Group

    Dennis Cutrone

    George Spiropoulos

     

    New York, NY

    View Website
  • The Bromberg Group

    Jesse Bromberg

    Nelly Berkovskaya

     

    San Francisco, CA

    View Website
  • The Burbank Group

    Mike Burbank

    Scott Hafeli

    Willis Davis

     

    San Francisco, CA

    View Website
  • The Burrows Strzelecki Group

    Bruce A. Burrows

    Steven R. Strzelecki

     

    Garden City, NY

    View Website
  • The Capitol Wealth Management Group

    A.J. Fechter

    Donald Metzger

    Steve Comiskey

     

    Washington, D.C.

    View Website
  • The Carrier Group

    Josef Najar

    Kamesh Nagarajan

    Charles Natt

     

    New York, NY

    View Website
  • The Chase Group

    Andy Chase

    Dan McCormick

    Beth Smith

     

    Menlo Park, CA

    View Website
  • The Continuum Group

    Scott Siegel

    Steven Rosbash

    Bill DeMatteo

     

    New York, NY

    View Website
  • The CWS Group

    Ted Smith

    Brett Clifford

    Ted Waters

     

    Baltimore, MD

    Ted Waters
    View Website
  • The Daniels Group

    Steven Daniels

    Mike Curts

    Charlie Ramos

     

    Menlo Park, CA

    View Website
  • The Elwaw/Cavalieri Group

    John Elwaw

    Matias Cavalieri

     

    Miami, FL

    View Website
  • The Evergreen 21 Group

    Rod Aronson

    Rodman Tilt

    Chris Goodman

     

    New York, NY

    View Website
  • The Fortis Wealth Management Group

    Michael L. Beers

    Peter Risch

    Jonathan Young

     

    Columbus, OH

    View Website
  • The Fowler Bull Group

    Shawn Fowler

    Maxwell Bull

     

    Denver, CO

    View Website
  • The Gallagher Group

    Michael Gallagher

    Benjamin Katz

    Chris Munroe

     

    Chicago, IL

    View Website
  • The Hansberger Group

    James C. Hansberger

    Morton H. Levey

    John Parker Wilson

     

    Atlanta, GA

    View Website
  • The Harbor Financial Group

    Eric L. Applewhite III

    Julie Clairmont-Shide

    Daniel Guggenheim

     

    Boca Raton, FL

    View Website
  • The Harbor Group

    John Vessa

    Jeff DiNapoli

    Corey Fleisher

     

    New York, NY

    View Website
  • The Houston Constellation Group

    Arturo Karakowsky

    Ashley Kneisly

    Demi Chan

     

    Houston, TX

    View Website
  • The Huhn | Mahoney | Howe Group

    Joseph Huhn

    John Mahoney

    Mark Howe

     

    San Francisco, CA

    View Website
  • The I Street Group

    Brett W. Anthony

    H.L. 'Trip' McLaughlin, III

    Matthew J. Offen

    Jonathan J. Sowanick

     

    Washington D.C.

    View Website
  • The KFR Group

    Susan Kingsolver

    Jason Friedman

    Larry Rhea

     

    New York, NY

    View Website
  • The Klausner Duffy DiSalvo Investment Group

    Jonathan Klausner

    John M. Duffy

    Derek DiSalvo

     

    Indianapolis, IN

    View Website
  • The KLT Group

    James Klein

    Robert Thomason

    Rick Keller

     

    Los Angeles, CA

    View Website
  • The Las Olas Group

    Trevor Fried

    Bonnie Mitten

    Michael Michon

     

    Fort Lauderdale, FL

    View Website
  • The Lenox Group

    Richard Priore Jr.

    Frank De Flora

    Michael Lysenko IV

     

    New York, NY

    View Website
  • The Maddalena Group

    Anthony Maddalena

    Alexander Pugatch

    Angela Valvano

     

    Purchase, NY

    View Website
  • The Madison Group

    Marcos Douer

    Aleksandr Guzenfeld

    Seema Khanna

     

    New York, NY

    View Website
  • The Magellan Group

    Richard Zinman

    Griffin McQuilling

    Joseph Dunn

     

    New York, NY

    View Website
  • The Mahoney Team

    Scott Mahoney

    Michael Crandall

     

    Morristown, NJ

    View Website
  • The Malkin Group

    Joshua Malkin

    Dan Bello

    Michael Kane

     

    New York, NY

    View Website
  • The Malone Neuhaus Group

    Francis X. Malone

    Jon D. Neuhaus

    Chris M. Malone

     

    Los Angeles, CA

    View Website
  • The Marshall-Darley-Ryan Group

    Michael Darley

    Brian Marshall

    Kim Cutler

     

    Woodland Hills, CA

    View Website
  • The McKelvy Group

    Dorian McKelvy

    Pierre Manneh

    Max McKelvy

     

    Menlo Park, CA

    View Website
  • The McKenna Wealth Management Group

    Sean McKenna

    Daniel Deitrick

    Jennifer Schneidermann

     

    Walnut Creek, CA

    View Website
  • The MCMP Retirement Planning Group

    Michael Cohen

    Christopher Menconi

    Martin Pawelec

     

    Chicago, IL

    View Website
  • The MPW Group

    Scott Magnesen

    Lance Walker

    Ryan Magnesen

     

    Oak Brook, IL

    View Website
  • The Northwest Compass Group

    Brian Acarregui

    Mike Healey

    Brian Oliger

     

    Seattle, WA

    View Website
  • The Oaks Group

    Seth Haye

    Katie DuBois

    Duncan Hizzey

     

    Westlake Village, CA

    View Website
  • The One North Group

    Max Sanel

    Paul Groves

    Eric Olson

     

    Scottsdale, AZ

    View Website
  • The Opus Group

    Grant Lee

    William Breck

    Alisa Sharp

     

    San Francisco, CA

    View Website
  • The Pacific Wealth Management Group

    Dale Miller

    Larry Garcia

    David Keller

     

    Kirkland, WA

    View Website
  • The Patrick Schwarz Group

    Patrick Schwarz

    Stephen Muecke

     

    New York, NY

    View Website
  • The PBFM Insight Group

    Mihir J. Patel

    Timothy Baker

    Matthew Marangiello

     

    New York, NY

    View Website
  • The Pelican Bay Group Wealth Management

    Jennifer Hartmann

    Heather Churchill

    Paul Hanrahan

     

    Pittsford, NY

    View Website
  • The Peters Group

    Kevin Peters

    Jonathan Peters

    Wenton Camporin

     

    Purchase, NY

    View Website
  • The Polk Wealth Management Group

    Lyon Polk

    Deborah Montaperto

     

    New York, NY

    View Website
  • The Premier Group

    Brian Frank

    Jonathan Braatz

    Sherry Perchik

     

    Atlanta, GA

    View Website
  • The Preserve Group

    Ira Mark

    Michael Berger

    Jonathan Fladell

     

    Jericho, NY

    View Website
  • The Princi Group

    Peter Princi

    Bradley Scioletti

    Michael Landers

     

    Boston, MA

    View Website
  • The Ricca Group

    Michael J. Ricca

    Mary Guza

    Andrea Ricca

     

    Morristown, NJ

    View Website
  • The Sean Yu Group

    Davin Chen

    Kevin Yu

    Samuel Pun

     

    Pasadena, CA

    View Website
  • The Seminara Group

    Frank Seminara

    Peter Seminara

    Robert Knorr

     

    Morristown, NJ

    View Website
  • The Shadden Group

    John Shadden

    Mike Van Dyke

    Gary Velek

     

    Long Beach, CA

    View Website
  • The Skyline Wealth Management Group

    Emilio de Sousa

    Allan Walsworth

    Jason Moyers

     

    San Jose, CA

    View Website
  • The Sound Shore Wealth Management Group

    Peter Chieco

    Vincent Mancuso

    Hal Rubenstein

     

    Greenwich, CT

    View Website
  • The Spiro Group

    James M. Spiro

    David K. Butscher

    Romi Gonzalez

     

    New Orleans, LA

    View Website
  • The SVS Wealth Management

    Stephen Scanapicco

    Yuji Fujii

    David Tyler Gilmour

     

    Shrewsbury, NJ

    View Website
  • The Traum Vaughan Group

    Jeffrey Traum

    Brannan Vaughan

    Todd Gemmer

     

    Menlo Park, CA

    View Website
  • The TSF Group

    Jason Traino

    Mike Scott

    Jacob Fudge

     

    Middleton, MA

    View Website
  • The Vinder Group

    Ron Vinder

    Amy Wood

     

    New York, NY

    View Website
  • The Warr Group

    Michael Warr

    Katie Hancock

    Dusti Monk

     

    Tuscaloosa, AL

    View Website
  • The Whitman Group

    Alan Whitman

    Todd Reynolds

    Albie Vollero

     

    Pasadena, CA

    View Website
  • The Winter Street Group

    Evan K. Dangel

    Jim Greenho

    John N. Alekna

     

    Wellesley, MA

    View Website
  • The Wolfslau Group

    Karl Wolfslau

    Steven Long

    Robert Schwartz

     

    Long Beach, CA

    View Website
  • Three Oaks Wealth Management

    Ryan J. Bowman

    Douglas M. Jarrard

    Rick Golod

     

    Rockville, MD

    View Website
  • Trailhead Retirement Planning Group

    Dan Hoffmann

    Sean Lannan

    Anthony Severino

     

    Chicago, IL

    View Website
  • West Henderson Romano Group

    Lowry West

    Stephen Romano

    Tim Henderson

     

    Seattle, WA

    View Website
  • Zager Fixed Income Management

    Drew Zager

    Joseph McCullough 

     

    Los Angeles, CA

    View Website

BARRON'S TOP 100 INSTITUTIONAL CONSULTING TEAMS
  • Cook Street Consulting

    Sean M. Waters

    Karen M. Robinson

    Charles L. Hodge  

     

    Greenwood Village, CO

    View Website
  • Graystone Consulting - Atlanta

    Andrew Harbour

    Neal Stamper

     

    Altanta, GA

    View Website
  • Graystone Consulting - Boston North Shore

    Al Hammond

    Matthew McLaughlin

    Peter Ciovacco

    Anthony Mancini

     

    Middleton, MA

    View Website
  • Graystone Consulting - Boston Seaport Group

    Clifford White

    Isabelle Eckel

     

    Boston, MA

    View Website
  • Graystone Consulting - Charleston, WV

    John E. Dawson, II

    Michael D. Hill

    Kelly L. Castleberry, III

    J. Michael Goodwin 

     

    Charleston, WV

    View Website
  • Graystone Consulting - Chicago NW

    George T. Cook

    Carl H. Viard

    Mary L. Tomanek

    Larry E. Ekstrom 

     

    Barrington, IL

    View Website
  • Graystone Consulting - Chicago, The Whitney Group

    James Whitney

    Mary DiChristofano

    Michael Sakach

    Brian Birnbaum

    Matthew Gurwin

     

    Chicago, IL

    View Website
  • Graystone Consulting - Columbus/Grand Rapids

    Michael Rosloniec

    Luke Costello

    Brian Miller

    Patrick Hogan

    Willow Pavliga

     

    Grand Rapids, MI

    View Website
  • Graystone Consulting - Eisen-Sessa Group

    David Eisen

    Charles E. Sessa Jr.

    Brian Kelley

     

    Philadelphia, PA

    View Website
  • Graystone Consulting - Global Institutional Advisory Solutions

    Jim Detterick

     

    New York, NY

    View Website
  • Graystone Consulting - Houston

    John W. Granger II

     

    Houston, TX

    View Website
  • Graystone Consulting - Los Angeles/Honolulu

    Marc Roggenkamp

    Larry Mills

    Christopher Venuti

    Brian Mountain

    Peter Backus

     

    Westlake Village, CA

    View Website
  • Graystone Consulting - Metro NY / Allentown, PA/ Cleveland

    Michael Malz

    Joshua Dautovic

    Brent Glading

    Charles Snyder

    Nick Tardy

     

    Allentown, PA

    View Website
  • Graystone Consulting - Metropolitan D.C.

    Bob Scherer

    Ross Charkatz

    Maureen Shuler

    Dean Eisen

    Nick Serenyi

     

    Potomac, MD

    View Website
  • Graystone Consulting - Miami

    Hugo Mantilla

    Eric Newman

    Daniel Hillis

     

    Miami, FL

    View Website
  • Graystone Consulting - Midwest

    Bob Dow

    Brett Herbison

    Terry Hill

     

    Oak Brook, IL

    View Website
  • Graystone Consulting - Pittsburgh

    Anthony Smulski

    Greg Simakas

    Todd Simakas  

     

    Sewickley, PA

    View Website
  • Graystone Consulting - Raleigh/Wichita/Dallas/Kansas City

    Lee Morris

    Paul Cox

    Robert Morris

    Chris Calmer

    William G Hendrix

     

    Raleigh, NC

    View Website
  • Graystone Consulting - San Antonio

    Ron Kern

    Myrteel Ward

    Joe Sammons

     

    San Antonio, TX

    View Website
  • Graystone Consulting - San Francisco

    Brian Sharpes

    Dan Tichenor

    Chad Bolick

    Mark Payne 

     

    Walnut Creek, CA

    View Website
  • Graystone Consulting - SVLO Chicago Group

    Kristina Van Liew

    Erik Oiler

    Kelli Schrade

     

    Chicago, IL

    View Website
  • Graystone Consulting - Tampa

    Scott Owens

    Adam Palmer

    David Wheeler

     

    Tampa, FL

    View Website
  • Graystone Consulting - The Brice Group

    Brian Brice

    Timothy Brice

    Glen Young

    William LaRosa

    Scott Picklo

     

    Birmingham, MI

    View Website
  • Graystone Consulting - The Dobbs Group

    Wm. Craig Dobbs

    John O'Donnell

     

    Indianapolis, IN

    View Website
  • Graystone Consulting - The Fischer Group

    Marc Fischer

    Chad Jacob

    Mark Caropreso

    Thomas Thaney

    David Morales

     

    Rochester, NY

    View Website
  • Graystone Consulting - The J.K. Meek Group

    James Meek

    Russell LaGreca

    Allan House

    Lee Eybel

     

    Baltimore, MD

    View Website
  • Graystone Consulting - The Kelliher Corbett Group

    Stephen Kelliher

    Jack Corbett

    Joseph McLaughlin

    Bennett White

    Ryan McDonough

     

    Norwell, MA

    View Website
  • Graystone Consulting - The Longo Group

    John Longo

     

    New York, NY

    View Website
  • Graystone Consulting - The Palo Alto Group

    Tim Skelly

    Mark T. Curtis

    Ellie Chizmarova

    Karen McDonald

    Dan Murphy

     

    Newport Beach, CA

    View Website
  • Graystone Consulting - The Parks Group

    Thomas Parks

    Robert Parks

    Christina Hom

    Tricia Uttech

    Tyler Parks

     

    Milwaukee, WI

    View Website
  • Graystone Consulting - Price and Longhurst Group

    Andrew Price

    Karin Longhurst

     

    Los Angeles, CA

    View Website
  • Graystone Consulting - The Robertson Group

    Thomas G. Robertson

    Jeremy Ohlinger

    Tim Bartolett

    Tina Wisialowski

     

    Columbus, Ohio

    View Website
  • Graystone Consulting - The Zohny Group

    Youssef Zohny

     

    San Francisco, CA

    View Website
  • Graystone Consulting - Troy

    John Krakowiak

    Burton Carlson

    Amy Cole

    Erik Burger

     

    Troy, MI

    View Website
  • Graystone Consulting - Wyomissing

    Harry Herb

    Scott Davis

    John Jolls

     

    Wyomissing, PA

    View Website
  • Hyas Group

    Jayson Davidson

    Vincent Galindo

    Ned Taylor

     

    Portland, OR

    View Website

BARRON’S TOP 1,200: STATE BY STATE FINANCIAL ADVISORS

PRIVATE WEALTH MANAGEMENT

Jack Almo
Seattle, WA

Brent Anderson
Houston, TX

Rod Aronson
Palm Beach, FL

Victoria Bailey
Menlo Park, CA

Robert Bancroft
Scottsdale, AZ

Andrew Basch
Los Angeles, CA

Ron Basu
New York, NY

Michael Baumer
San Francisco, CA

David Bieber
New York, NY

Dean Braun
Seattle, WA

Shane Brisbin
San Francisco, CA

Maxwell Bull
Denver, CO

Mike Burbank
San Francisco, CA

Bruce Burrows
Garden City, NY

Adam Carlin
Coral Gables, FL

Donald A. Caron Jr.
Washington, D.C.

Andy Chase
Menlo Park, CA

Brett Clifford
Baltimore, MD

Devin Condron
Boston, MA

Richard F. Connolly
Boston, MA

Richard Corcoran
West Conshohocken, PA

John Coyle
Garden City, NY

Dennis Cutrone
New York, NY

Brad DeHond
Chicago, IL

Anthony Dertouzos
New York, NY

Kevin Dickey
Dallas, TX

Mark Douglass
Menlo Park, CA

Darren Edwards
Los Angeles, CA

Tim Emanuels
San Francisco, CA

Shawn Fowler
Denver, CO

Thomas Frame
Greenwich, CT

Brian Frank
Atlanta, GA

L. Greg Fullmer
Los Angeles, CA

Niall Gannon
Clayton, MO

Ned Gibbons
Menlo Park, CA

John Goodwin
Stamford, CT

James Greenfield
San Francisco, CA

Troy Griepp
San Francisco, CA

Paul Groves
Scottsdale, AZ

James Hansberger
Atlanta, GA

Andrew Hart
New York, NY

Seth Henrie
Scottsdale, AZ

Crystal Ho
New York, NY

Dana Jackson
Menlo Park, CA

James Johnson
Oklahoma City, OK

Kevin Johnson
Naples, FL

Anthony Jones
San Francisco, CA

Harvey Kadden
New York, NY

Joseph Karas
New York, NY

Joseph Kartheiser
Chicago, IL

Susan Kingsolver
New York, NY

James Klein
Los Angeles, CA

Scott Kleiner
New York, NY

Adam Landau
Charlotte, NC

John Lechner
Boston, MA

Grant Lee
San Francisco, CA

Jonathan Legg
Washington, D.C.

Joseph Lerner
New York, NY

Ryan Lewis
New York, NY

Victor T. Livingstone
Boston, MA

Scott Mahoney
Morristown, NJ

Joshua Malkin
New York, NY

Francis X. Malone
Los Angeles, CA

Dan McCormick
Menlo Park, CA

Joseph McCullough
Los Angeles, CA

Marvin McIntyre
Washington, D.C.

Charles McKinney
Dallas, TX

Terrence McMahon
Boston, MA

David Midgley
Seattle, WA

Dale Miller
Coeur d’Alene, ID

Neil Mitchell
New York, NY

Deborah Montaperto
Palm Beach, FL

Jon Neuhaus
Los Angeles, CA

David Novelli
Houston, TX

Michael O'Neill
Washington, D.C.

Craig Pastolove
New York, NY

Mihir Patel
New York, NY

John Perry
Indianapolis, IN

Rich Petit
Menlo Park, CA

Darren Pfefferman
San Diego, CA

Brian Pfeifler
Palm Beach, FL

Lyon Polk
New York, NY

Shawn Rubin
New York, NY

Dane Runia
Provo, UT

Michael Sawyer
Miami, FL

Andrew Schultz
Miami Beach, FL

Frank Seminara
Palm Beach, FL

John Shadden
Long Beach, CA

Matthew Sheehan
Menlo Park, CA

Ted Smith
Baltimore, MD

Evan Steinberg
New York, NY

Robert Stolar
New York, NY

Brian Strachan
Boston, MA

Jeffrey Traum
Menlo Park, CA

Gregory Vaughan
Menlo Park, CA

Ron Vinder
New York, NY

John Voltaggio
New York, NY

Dexter Walker
Washington, D.C.

Michael Warr
Tuscaloosa, AL

Lowry West
Seattle, WA

David Wilkinson
Chicago, IL

John M. Williams
Washington, D.C.

Scott Wilson
New York, NY

Anna Winderbaum
New York, NY

Kathleen Youngerman
St. Louis, MO

Sean Yu
Pasadena, CA

Drew Zager
Los Angeles, CA

Gerard Zell
Menlo Park, CA

Richard Zinman
New York, NY

Wealth Management

Brett Anthony
Washington, D.C.

Eric Applewhite
Boca Raton, FL

Bobby Aycock
Birmingham, AL

Peter Backus
Honolulu, HI

Anouchka Balog
Laguna Niguel, CA

Dan Becraft
Seattle, WA

Michael Beers
Columbus, OH

Gary Bergeron
Portland, ME

David Beyer
New York, NY

Francis Bitterly
Red Bank, NJ

Michael Blackwell
Albuquerque, NM

Bryan Boesen
Des Moines, IA

William Bonelli
La Jolla, CA

Ryan Bowman
Rockville, MD

Jesse Bromberg
San Francisco, CA

Michael Butt
Scottsdale, AZ

Don Celestin
Mandeville, LA

Peter Chieco
Greenwich, CT

Aimee Cogan
Sarasota, FL

Michael Cohen
Naples, FL

Yash Dalal
Paramus, NJ

Ted Davis
Chicago, IL

Melanie Dowell
Ridgeland, MS

Christopher Dubie
Colchester, VT

Robert Duenner
Tulsa, OK

John Duffy
Indianapolis, IN

Brian Edwards
Columbus, OH

John Elwaw
Miami, FL

Chad Evans
Newport Beach, CA

Sean Fetterman
Boca Raton, FL

Morgan Fister
Lexington, KY

Joel Freedman
West Conshohocken, PA

Trevor Fried
Fort Lauderdale, FL

Michael Gallagher
Chicago, IL

Jeff Galvin
Tulsa, OK

David Giulieri
Bethesda, MD

J. Michael Goodwin
Charleston, WV

William Gouldin
Houston, TX

Andrew Griffo
Chicago, IL

Mary Guza
Florham Park, NJ

John Habig
Portsmouth, NH

Gordon Hamilton III
Kansas City, MO

Andrew Harbour
Atlanta, GA

Alistair Harding-Smith
Birmingham, AL

Jim Harris
Syracuse, NY

Seth Haye
Westlake Village, CA

David Himich
Toledo, OH

Jim Holzapfel
Hagerstown, MD

Paul Jackson
Bellevue, WA

David Javaheri
Wellesley, MA

Gary Jbara
Farmington Hills, MI

Nicholas Kavallieratos
New York, NY

Stephen Kelliher
Norwell, MA

Inna Kelly
San Francisco, CA

Jonathan Klausner
Indianapolis, IN

Bobby Kolev
Aventura, FL

Wang Kar Lee
Honolulu, HI

Saul Levy
Atlanta, GA

Anthony Maddalena
Purchase, NY

Scott Magnesen
Oak Brook, IL

Michael Malz
Allentown, PA

Vincent Mancuso
Greenwich, CT

Mark Mantooth
Huntsville, AL

Ira Mark
Jericho, NY

Trevor Mathias
Chicago, IL

Kapil Mathur
Sugar Land, TX

Karen McDonald
Palo Alto, CA

Scott McEwan
Newport Beach, CA

Patrick McGrath
Fargo, N.D.

Dorian McKelvy
Menlo Park, CA

H.L. McLaughlin III
Washington, D.C.

Lewis Metzger
Houston, TX

Ira Millman
Westport, CT

Robert Millner
Clayton, MO

Daniel Murphy
Palo Alto, CA

David A. Olson
Rochester, MN

Raju Pathak
Boston, MA

Brian Pelkey
Colchester, VT

Thomas Perrone
Louisville, KY

Kevin Peters
Palm Beach, FL

J.R. Randall
Cincinnati, OH

Charles Reardon
Albuquerque, NM

Michael Ricca
Florham Park, NJ

Denise Roberts
Newport, RI

Graham Roberts
Atlanta, GA

Andrew Robinson
Omaha, NE

Kathleen Roeser
Chicago, IL

Mark Rogers
Farmington Hills, MI

Adam Rorrer
Bethesda, MD

Robert Runkle
Montgomery, AL

Eric Salmansohn
Philadelphia, PA

Paul Shoemaker
Salt Lake City, UT

Scott Siegel
Boca Raton, FL

David Skid
Atlanta, GA

R. Scot Smith
Dallas, TX

James Spiro
New Orleans, LA

Jeffrey Stewart
Dublin, OH

Tim Stotz
Colchester, VT

Steven Strzelecki
Garden City, NY

David Surofchek
Colorado Springs, CO

Gregg Takara
Honolulu, HI

Ahmet Terzioglu
Rochester, NY

Andrew Thomas
Portland, ME

Jason Thompson
Charleston, WV

Mark Tobias
New Brunswick, NJ

Harold Trischman
Greenwich, CT

Richard Udine
Mount Laurel, NJ

Anthony Valente
Shrewsbury, NJ

Marc Verga
Providence, RI

John Vessa
New York, NY

Donald Whitehead
Houston, TX

Alan Whitman
Pasadena, CA

Chris Wilker
Troy, MI

James Woldert
Houston, TX

Karl Wolfslau
Long Beach, CA

Jack Wong
Mountain View, CA

Alan Yonack
Dallas, TX

John Zitzmann
Providence, RI

Graystone Consulting

Brian Brice
Birmingham, MI

Timothy Brice
Birmingham, MI

Ross Charkatz
Potomac, MD

Mark T. Curtis
Palo Alto, CA

Jim Detterick
New York, NY

Wm. Craig Dobbs
Indianapolis, IN

Marc Fischer
Naples, FL

Ron Kern
San Antonio, TX

John Longo
New York, NY

James Meek
Baltimore, MD

Lee Morris
Raleigh, NC

Scott Owens
Tampa, FL

Adam Palmer
Tampa, FL

Thomas Parks
Milwaukee, WI

Peter Princi
Boston, MA

Thomas Robertson
Columbus, OH

Michael Rosloniec
Grand Rapids, MI

William Sammons
San Antonio, TX

Robert Scherer
Potomac, MD

Linda Stephans
Palm Beach, FL

Joshua Ulmer
Portland, OR

Kristina Van Liew
Chicago, IL

Myrteel Ward
San Antonio, TX

James Whitney
Chicago, IL