The Atlantic Group - Morgan Stanley Team - Boca Raton, FL
Morgan Stanley Smith Barney
The Atlantic Group
595 South Federal Hwy
Suite 400
Boca Raton, FL 33432
tel: (561) 393-2000
toll-free: (800) 327-0144
fax: (561) 394-0408

The Atlantic Group—Graystone Consulting Team

At  Morgan Stanley

Winter Park, FL | Boca Raton, FL

Seasoned independent consultants offering advice, guidance, and solutions.

401(k) Plans
Pension Plans
Taft-Hartley Funds
Family Wealth Advisory & Multigenerational Families
Philanthropy Management -Foundations & Endowments
State and Local Governments’ Investing with Impact
Non-Qualified Deferred Compensation Plans

Working with The Atlantic Group - Graystone Consulting

For today’s investor, having an experienced partner—able to offer objective and comprehensive institutional consulting advice—is essential while navigating the ever-increasing complexities of global markets. When you work with The Atlantic Group, a Graystone Consulting Team at Morgan Stanley, you can rely on the personalized service of experienced wealth management consultants—professionals who have spent their entire careers advising both individuals and institutions throughout Florida and across the United States. As importantly, choosing to work with The Atlantic Group means—now more than ever—that you will have access to the vast resources and cutting-edge technology of a premier global firm.

Graystone Consulting—a separate and independent business unit of Morgan Stanley—is dedicated to providing a client-focused approach: By positioning specialized teams around the country, each team can be close to our clients while we work more closely with our clients. When timely investment decisions need to be made, and guidance attuned to your unique needs is essential, the advantage of a local advisor can make all the difference.

View the Atlantic Group Brochure


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

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