Graystone Miami - Morgan Stanley

06/10/2026

Great to participate at this year's President's club in Nashville, Tennessee. Wonderful to spend time with Lisa Shalett, Steve Edwards, and Sona Menon during the morning sessions.

05/29/2026

Very excited—almost as excited as I was to receive Carlos Vives' invitation (with special seats!) for his Madison Square Garden performance—to welcome Carlos and his wife to learn how we help foundations like his, Fundación Tras La Perla, build long-term, sustainable operations and endowment strategies for lasting impact.

What is your favorite Carlos Vives song?

05/20/2026

I'm excited to share that our team has been selected again by Barron's as one of this year's Top 100 Institutional Consulting Teams. It's an honor to be recognized among this exceptional group of our peers. Special thanks to our amazing clients for helping to make this accomplishment possible!

https://www.morganstanley.com/what-we-do/wealth-management/awards/barrons/top-financial-advisors-lists?gv6=1b1baad7-c8f8-4846-961d-27b3da5658db



[Source: Barron's (Awarded May 2026) Data compiled by Barron's based for the period Jan 2025-Dec 2025. https://www.morganstanley.com/what-we-do/wealth-management/awards/barrons/top-financial-advisors-lists?gv6=1b1baad7-c8f8-4846-961d-27b3da5658db]

05/15/2026

Congratulations to Branches on a remarkable Black Tie & Blue Jeans Gala at the JW Marriott Marquis Miami—an "enchanted forest" evening that brought the community together and marked a historic milestone: Branches' first-ever Million Dollar Gala, raising $1.08M (the highest total in its history).

Grateful to be able to attend with my wife!

04/29/2026

I am excited to announce our new Pooled Employer Plan offering powered by Morgan Stanley's investment oversight and financial advisor-led participant experience. Discover how a PEP helps simplify your retirement planning today.

https://www.morganstanley.com/what-we-do/wealth-management/institutional-consulting-solutions/our-insights/pooled-employer-plans?gv6=a4aff2a5-2278-4972-903c-90ff51e7f250

04/22/2026

Proud to welcome Wichita State University students to our Miami office while they were in town for a competition. A Graystone team from Wichita invited them in to learn how we run our practice serving domestic and international markets, client needs, and what it takes to deliver advice in a real-world environment.

The students also walked Camila, our Institutional Consulting Analyst, through their investment research and mock portfolio proposals, which sparked great questions and a thoughtful discussion. Although it was a challenging half hour, the kids enjoyed their time and handle themselves expertly.

Thank you to everyone who helped make this visit a success and best of luck Wichita!

04/14/2026

Great spending time with the students at South Dade Senior High School as part of Morgan Stanley Volunteers.

Shared practical, real-world basics of money management, budgeting, saving, and setting financial goals, to help students build confidence in their financial futures.

Thank you to the students, Achieve Miami, and staff for the warm welcome!

03/24/2026

Graystone Consulting is honored to be named a Best Investment Consultant – Service & Investment Counseling – Large Investment Consultants for Institutional Investors in the U.S as part of Coalition Greenwich 2026 Awards. This recognition reflects our commitment to exceptional service and is based on research from in-depth interviews with U.S. institutional investors. We're proud to receive this honor for the fifth consecutive year from Crisil Coalition Greenwich!
https://livesocial.seismic.com/afP6Le

Source: Coalition Greenwich Voice of Client – 2025 U.S. Institutional Investors Study

03/02/2026

A court ruling can change the playbook, but it doesn't end the game. Tariffs are still a key lever, and markets are recalibrating what they mean for growth, inflation, and rates.

brightcove.net

02/11/2026

A recently enacted school-choice tax credit could redirect $3B+ per year into private and parochial school scholarships by allowing taxpayers to claim a dollar-for-dollar federal credit for donations. As the U.S. Treasury Department drafts implementation rules, a power struggle is emerging over who controls oversight and guardrails: states or Washington. Interested to hear your thoughts below on: Is/How is your organization positioning itself with this in mind?

For foundations, endowments, and education institutions, this matters. The outcome will influence donor behavior, state participation, accountability standards, and whether funds can support broader services like tutoring and after-school programs. A meaningful policy shift—with real implications for governance, equity, and long-term education funding strategy.

https://livesocial.seismic.com/acuIbt