Our Story and Services

Investors in the 21st Century face many challenges when planning and investing towards their financial goals. Investment news and information is everywhere. Opinions about the economy and stock market are vocal and often diametrically opposed.

We believe that the investment process does not need to be as complicated as it seems today. It starts by truly understanding your background, family life, work, hobbies, dreams, goals, and fears. It evolves by creating a customized financial plan to quantify the goals you are saving and investing towards. This plan should be easy to understand, implement and amend if needed. The result should enhance your financial situation, and continue to do so as your life change.

Equally important, we want you to understand risk. Risk management is an integral part of the investment process and should receive just as much attention as the process of searching for return enhancing opportunities. The primary objective here is to only take as much risk as reasonably required to have a high enough return to meet those goals.

Our award winning team has the necessary skills, education and experience to deal with the most complex financial matters and deliver a proper solution. Moreover, we hold important complimentary, industry recognized designations, including Certified Financial Planner, Certified Investment Management Analysts, Chartered Financial Analyst and Certified Retirement Planning Specialists. Finally, we are backed by an industry leading firm which provides us a number of resources and services to deliver a superior client experience.
Services Include
  • Wealth Planning1
  • Retirement Planning2
  • Professional Portfolio Management3
  • Cash Management and Lending Products4
  • Alternative Investments5
  • Business Succession Planning6
  • Institutional Services
  • Executive Financial Services7
  • Corporate Retirement Plans8
  • Corporate Pension Plans9
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

35 Village Rd
Ste 601
Middleton, MA 01949
US
Direct:
(978) 739-9658(978) 739-9658
Fax:
(978) 739-9650(978) 739-9650
28 State Street
25th Floor
Boston, MA 02109
US

Meet Graystone Consulting - Boston North Shore

About Me

Anthony F. Mancini
Vice President - Wealth Management
Financial Advisor

Anthony is an advisor to high net worth corporate executives and families. For his entire professional life, Anthony has worked to solve personal and business problems. After graduating from college with a Bachelor’s Degree from the University of Lowell, Anthony went on to the Massachusetts School of Law. Upon passing the bar exam in 1993, he went onto practice law in the Commonwealth of Massachusetts (currently non-practicing).  In 2001, Anthony joined Thomson (now Thomson Reuters) as a consultant and in 2007 he was recruited by Alliance Bernstein as a Wealth Management Consultant. Anthony joined Morgan Stanley in 2012. His practice continues to evolve and prosper through understanding a vast array of business and personal planning issues.  Anthony is a resident of Peabody, MA and is married to his wife, Heather. They have two wonderful children, Anthony and Madison. When he isn’t working with his clients, he spends his time watching young Anthony play hockey in the Eastern Hockey Federation and Madison at dance. And in the moments when he finds free time, he enjoys taking long rides on his Harley, particularly to support charitable causes. Of course, being a lifelong Massachusetts residence, Anthony also cheers for his favorite teams: the Patriots, Bruins, Celtics and Red Sox.
Securities Agent: WI, WA, VT, VA, TX, TN, SC, RI, PA, OR, OH, NY, NM, NJ, NH, NC, MS, ME, MD, MA, LA, IN, IL, GA, FL, DC, CT, CO, CA, AZ, AL; General Securities Representative
NMLS#: 1265127

About Me

Securities Agent: TX, WI, WA, VT, VA, TN, SC, RI, PA, OR, OH, NY, NM, NJ, NH, NC, MS, MO, ME, MD, MA, LA, IN, IL, ID, GA, FL, DE, DC, CT, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1389991
CA Insurance License #: 0A00723

About Me

Matt has spent a 25 year career devoted to helping plan sponsors create an environment for participants to succeed in reaching their retirement goals. Matt leverages his experience and knowledge to help a select number of mid to large organizations strategically improve their retirement benefits. Employers that want to offer the best retirement plan for their employees look to Matt’s vision and insight to help them and their employees reach a higher level of success.

Upon graduating Cornell in 1993 with a BS in Civil and Environmental Engineering, Matt took an engineering position in Los Angeles, CA. Shortly after, Matt grew passionate for investing and altered his career path by moving into the finance industry. His engineering background has provided a base upon which he has built up his investment proficiency. Today, Matt has attained the Certified Investment Management Analyst (CIMA®) designation through the Wharton School of business and the Chartered Retirement Plan Specialist (CRPS®) designation through the College for Financial Planning.

Areas of focus: ESG Investing, Investment policy statement development, Customized asset allocation strategies, Investment manager selection, Plan Design Initiatives, Participant Behavior

Matt volunteers his time coaching hockey and soccer for Andover’s youth programs, which his two children have been a part of for more than 10 years. He has also served as President of the Andover Hockey Association over the past two years.
Securities Agent: CT, WI, WA, VT, VA, TX, TN, SC, RI, PA, OR, OH, NY, NM, NJ, NH, NC, MS, MO, ME, MD, MA, LA, IN, IL, ID, GA, FL, DE, DC, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1406561
CA Insurance License #: 0D24619

About Me

Securities Agent: TX, WI, WA, VT, VA, TN, SC, RI, PA, OR, OH, NY, NM, NJ, NH, NC, MS, MO, ME, MD, MA, LA, IN, IL, ID, GA, FL, DE, DC, CT, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1272855
CA Insurance License #: 0G89797

About Me

Barbra started her career in the financial services industry with Dean Witter Reynolds as a Registered Sales Associate from 1990 to 2001. After spending 11 years at home to raise her family, she has returned to Morgan Stanley in 2011.

Barbra focuses our wealth management client interactions, team operations, and back office support. She is integral to maintaining effective relationships with our clients.

Barbra and her family reside in Ipswich, Massachusetts. When not spending time with her family and friends, she enjoys exercising, gardening and raising chickens.

About Me

A detail-oriented Senior Client Service Associate with more than 25 years of industry experience, Nicole has spent the last 9 years at Morgan Stanley dedicated to building client relationships and providing seamless client service.

Throughout her long and successful career, Nicole has built a reputation providing a personalized, high touch service to clients.

Areas of Focus: Leads Client Service Interaction, Team Operations, Back Office Support Liaison, Billing.

Outside of the office Nicole enjoys spending time with her husband Fred and their two children. Nicole is the treasurer for the PTO at her children’s school and enjoys reading and taking the family to the beach.

About Me

Jesse is the Institutional Consulting Analyst with more than 10 years of industry experience. As an analyst, Jesse leads the team in research and investment management covering managed accounts, mutual funds, ETFs, CITs, and private & public alternatives. Jesse created the team’s investment selection process for retirement plans and works directly with institutional clients to deliver performance reporting.

Jesse graduated with honors from the University of Vermont earning his Bachelors of Science in Finance in 2009. He began his career at Eaton Vance where he was responsible for trading fixed income and equity assets in Separately Managed Accounts under the direction of various portfolio managers. Jesse continued his studies by earning the Chartered Financial Analyst (CFA®) designation in 2016.
Areas of Focus: Investment Selection & Monitoring, Fund Lineup Analysis, Capital Market Analysis, Alternative Investment Analysis, Investment Policy Statements

Jesse enjoys spending his time playing ice hockey and getting outdoors snowboarding and hiking with his fiancé Casey and new puppy Griffey. Jesse also is a youth basketball coach for Hill House Boston.

About Me

Michael Egan started with the Boston North Shore group as an intern and later joined the team as an associate after graduating from Gordon College with dual degrees in Finance and Business Administration. As a results-driven associate, Michael draws upon his acute knowledge of the retirement plan industry to guide the team's clients.

In 2017 Michael Egan received his Chartered Retirement Plans Specialist Designation from the College of Financial Planning and continues to grow his knowledge on the institutional consulting space.

Areas of Focus: Business Development, Strategic Marketing and Planning, Financial Wellness.

Michael grew up in the Philadelphia area playing competitive ice hockey and lacrosse and continued both at the collegiate level. Michael furthers his passion for hockey by coaching the ACHA club ice hockey team at his alma mater, Gordon College.
CA Insurance License #: 0M74489

Investment and Market Perspectives

Michael Wilson: Monthly Investment Perspectives Webcast

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

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
Morgan Stanley Financial Wellness

Morgan Stanley Financial Wellness

We offer a corporate financial wellness program for your employees to help reduce financial stress and empower them to reach their financial goals.

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
A Parent's Guide to Talking to Your Kids About Money

A Parent's Guide to Talking to Your Kids About Money

Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

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
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

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
How to Make Philanthropy a Family Affair

How to Make Philanthropy a Family Affair

Learn tips on how you can engage in philanthropy as a family.

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Ready to start a conversation? Contact Graystone Consulting - Boston North Shore today.
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.

1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

4Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

5Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

7Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

8Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

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 suitable 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”) 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.


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