AeroLeads people directory · profile
Melanie Graff, Cfp® Qpfc® Email & Phone Number
Financial Advisor
at
Graystone Consulting from Morgan Stanley
1 work email found
@morganstanley.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 86%
Current company
Role
Financial Advisor
Location
Green Bay, Wisconsin Metropolitan Area, United States
Who is Melanie Graff, Cfp® Qpfc®? Overview
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Quick answer
Melanie Graff, Cfp® Qpfc® is listed as Financial Advisor at Graystone Consulting from Morgan Stanley, based in Green Bay, Wisconsin Metropolitan Area, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Melanie Graff, Cfp® Qpfc®.
Melanie Graff, Cfp® Qpfc® previously worked as Financial Planning Director at Morgan Stanley and Dedicated Retirement Planner at Fidelity Investments. Melanie Graff, Cfp® Qpfc® holds Bachelor Of Business Administration - Bba, Finance, General from University Of Wisconsin-Whitewater.
Company email context
Email format at Graystone Consulting from Morgan Stanley
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*@morganstanley.com
71% confidence
AeroLeads found 1 current-domain work email signal for Melanie Graff, Cfp® Qpfc®. Compare company email patterns before reaching out.
Profile bio
About Melanie Graff, Cfp® Qpfc®
Melanie Graff, CFP®, has over 30 years of experience empowering Private Clients and Plan Participants to help reach their financial goals.
Current workplace
Melanie Graff, Cfp® Qpfc®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Graystone Consulting From Morgan Stanley
Website
AeroLeads page
5 roles · 23 years
Melanie Graff, Cfp® Qpfc® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
© 2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html© 2024 Investments and services offered through Morgan Stanley Smith Barney LLC. Member SIPC. Graystone Consulting, a business of Morgan Stanley. For more information on the designation(s), go to https://graystone.morganstanley.com/melanie.graffNMLS#: 2550571
Financial Planning Director
Feb 2022 - Dec 2023
Dedicated Retirement Planner
May 2021 - Feb 2022
Retirement Planning Consultant
2004 - May 2021
1 education record
Melanie Graff, Cfp® Qpfc® education
FAQ
Frequently asked questions about Melanie Graff, Cfp® Qpfc®
Quick answers generated from the profile data available on this page.
What company does Melanie Graff, Cfp® Qpfc® work for?
Melanie Graff, Cfp® Qpfc® works for Graystone Consulting from Morgan Stanley.
What is Melanie Graff, Cfp® Qpfc®'s role at Graystone Consulting from Morgan Stanley?
Melanie Graff, Cfp® Qpfc® is listed as Financial Advisor at Graystone Consulting from Morgan Stanley.
What is Melanie Graff, Cfp® Qpfc®'s email address?
AeroLeads has found 1 work email signal at @morganstanley.com for Melanie Graff, Cfp® Qpfc® at Graystone Consulting from Morgan Stanley.
Where is Melanie Graff, Cfp® Qpfc® based?
Melanie Graff, Cfp® Qpfc® is based in Green Bay, Wisconsin Metropolitan Area, United States while working with Graystone Consulting from Morgan Stanley.
What companies has Melanie Graff, Cfp® Qpfc® worked for?
Melanie Graff, Cfp® Qpfc® has worked for Graystone Consulting From Morgan Stanley, Morgan Stanley, Fidelity Investments, and Transamerica.
How can I contact Melanie Graff, Cfp® Qpfc®?
You can use AeroLeads to view verified contact signals for Melanie Graff, Cfp® Qpfc® at Graystone Consulting from Morgan Stanley, including work email, phone, and LinkedIn data when available.
What schools did Melanie Graff, Cfp® Qpfc® attend?
Melanie Graff, Cfp® Qpfc® holds Bachelor Of Business Administration - Bba, Finance, General from University Of Wisconsin-Whitewater.
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