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
Welcome

The Atlantic Group—Graystone Consulting Team
At  Morgan Stanley

Winter Park, FL | Orlando, 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.




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

This 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: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Morgan 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
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Awards Disclosures
pp:9391 mp: 4791