Gayle Waldon, MBA, QPFC
Financial Advisor,
Institutional Consultant,
Government Entity Specialist,
Financial Planning Specialist
Direct:
(561) 243-2233(561) 243-2233
My Mission Statement
Comprehensive wealth planning strategies and dedicated personal service for your life and legacy goals
My Story and Services
Gayle Waldon is a Financial Advisor, Institutional Consultant and Financial Planning Specialist at the Tampa office of Graystone Consulting who is based in Boca Raton. Relying on her many years of experience in banking and investments working for large regional and international banks as well as top accounting firms such as Deloitte Consulting, as a Financial Advisor, Gayle helps simplify clients’ complex financial goals with comprehensive and customized financial plans and investment strategies.
Prior to working for Morgan Stanley, Gayle spent over a decade at Merrill Lynch in the both the Private Client Group as an Assistant Vice-President and Relationship Manager on the client advisory side of the business and as an Assistant Vice-President on the Alternative Investment Portfolio Strategies team in the Global Markets and Investment Management group focusing on hedge fund and private equity sales.
Gayle is an active member of the South Florida philanthropic community as she serves on non-profit and community boards to include the National Coalition of 100 Black Women Inc. of West Palm Beach and advisory board member of Big Brothers Big Sisters of West Palm Beach.
Gayle earned her Bachelor of Science degree in Finance from Rutgers University Business School of Management and holds her Series 7 and Series 66 licenses.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax or legal advisor.
CRC 5816119 7/23
Prior to working for Morgan Stanley, Gayle spent over a decade at Merrill Lynch in the both the Private Client Group as an Assistant Vice-President and Relationship Manager on the client advisory side of the business and as an Assistant Vice-President on the Alternative Investment Portfolio Strategies team in the Global Markets and Investment Management group focusing on hedge fund and private equity sales.
Gayle is an active member of the South Florida philanthropic community as she serves on non-profit and community boards to include the National Coalition of 100 Black Women Inc. of West Palm Beach and advisory board member of Big Brothers Big Sisters of West Palm Beach.
Gayle earned her Bachelor of Science degree in Finance from Rutgers University Business School of Management and holds her Series 7 and Series 66 licenses.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax or legal advisor.
CRC 5816119 7/23
Securities Agent: ND, CA, VA, NC, MS, MO, AR, AL, TN, KY, IL, WV, SD, PA, MD, HI, FL, DC, NJ, IN, CT, VT, OH, MA, CO, WY, WI, RI, MN, LA, SC, NH, GA, AZ, NE, MT, DE, WA, UT, TX, OR, NY, NM, ME, NV, IA, OK, MI; General Securities Representative; Investment Advisor Representative
NMLS#: 942937
CA Insurance License #: 4129832
NMLS#: 942937
CA Insurance License #: 4129832
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Women and Wealth
Women's Playbook
Women face unique financial challenges. On our own, we may be ill-equipped to face these challenges. Gayle is committed to empowering women with the tools and information needed to help achieve their financial and personal goals. Whether it is buying a home, navigating a divorce, starting a family, or donating to a case you care about, Gayle is here to help.
Women's Playbook
Building the Future
Divorce can impact both personal and financial matters. Gayle can help you learn about building a solid financial strategy that may provide you with greater independence and future flexibility
Plan for New Beginnings
Planning for a Brighter Financial Future
Equipped with a plan and education, women can feel empowered and confident.
Financial Planning for the Future
Women and Their Wealth Building
Wealth can mean more than just money; it can encompass what we value and enjoy. Defining one's goals, objective advice, and a more complete financial picture can help navigate the road to financial success.
Learn More about Women and WealthFinancial Planning Capabilities and Tools
Learn More about Financial Planning with Gayle
GPS and LifeView
Gayle believes that each client is different. With that, Gayle is a firm believer that having a solid financial plan in place may help clients succeed financially and personally.
Learn More about GPS and LifeView
Portfolio Risk Platform-Powered by Aladdin
PRP-Powered by Aladdin, is a risk management tool that provides comprehensive risk estimates and reporting across diverse asset classes and security types. This tool provides holistic insights which aid effective risk monitoring and management.
Learn About Portfolio RiskPlease Join Us for the 4th Annual Wealth and Health Symposium!
Location
4855 Technology Way
Suite 600
Boca Raton, FL 33431
US
Direct:
(561) 243-2233(561) 243-2233
Wealth Management
From My Desk
Taking Control of Your Finances After Death of a Spouse
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Tax-Smart Ways to Sell Securities
How investors can tap their portfolios in tax-savvy ways.
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact Gayle Waldon, MBA, QPFC today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The 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 reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
The 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 reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
