The Table Rock Group


Experienced wealth planning services for your life and legacy goals

Our Story and Services

Mission Statement

We are the Table Rock Group of Financial Advisors with Morgan Stanley

- Practicing total wealth management.
- Working with professionals and families to help them build wealth, reduce taxes, and plan for their financial security.
- Focused on the issues that traditionally are the most important for families, such as retirement planning and wealth transfer.
Our team takes a consultative approach to clients total wealth management needs by:

- Meeting with clients, and potential clients, to complete an overall financial plan including:  Statement of Net Worth; Retirement Planning Analysis; Asset Allocation Analysis; Estate Planning Analysis; and Debt/Borrowing Review. 
- Summarizing the entire Financial Plan into an effective 1 to 2 page working document with clear and actionable solutions.
- Delivering to our clients customized solutions based on our understanding of their individual needs and our broad access to wealth management products and services.
- Updating this plan with our client over the remainder of their lifetime to document success and identify future wealth opportunities.

Services Include

  • Life Insurance
  • Long Term Care Insurance
  • Professional Portfolio Management
  • Asset Management
  • Endowments and Foundations
  • Estate Planning Strategies
  • Financial Planning
  • Lending Products
  • Retirement Planning
  • Sustainable Investing
  • Wealth Management

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



Kathleen Grasmeder,Executive Director, Financial Advisor - 22 years
Daniel Grasmeder,CFP®, Vice President Financial Advisor - 10 years
Janet Branigan - Financial Advisor - 24 years
Lori Cudney - Business Development Director - 20 years
Vicky Gardner - Senior Client Service Associate - 14 years
Ann Troiano - Wealth Management Associate- 12 years
Matt Baitinger - Registered Associate - 7 years
Kyle Breda - Registered Associate - 1 year
Danielle Grasmeder - Client Service Associate
Jennette Tario - Registered Associate
Tyler Merz - Client Service Associate

Community Involvement

Community Involvement

Catskill Symphony Orchestra,
Oneonta & Glens Falls Rotary Clubs,
Glens Falls Family YMCA, 
SUNY Adirondack Board of Trustees



  • Kathleen Grasmeder was named by Forbes to its Top 200 Women Financial Advisors in February 2017 and Forbes list of America’s Best-in-State Wealth Advisors in February 2018. Working Mother Magazine named Kathy to its Top Wealth Advisor Moms in October 2017. Kathy is also a member of Morgan Stanley’s President’s Club which is an elite group composed of the firm’s leading financial advisors.
  • Daniel J Grasmeder received his CERTIFIED FINANCIAL PLANNER™ practitioner certification in March 2012. The CFP® designation identifies those individuals who have met the experience and ethical requirements, have successfully completed the financial planning coursework and have passed the CFP® Certification Examination covering the following areas: financial planning, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP certificants must also agree to meet ongoing continuing education requirements and to uphold the Certified Planner Board of Standards Inc.’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.

Meet The Table Rock Group


Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.


Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting


Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities


Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Ready to start a conversation? Contact The Table Rock Group today.

Dow    181.18


Nasdaq    67.83


S&P 500    17.79

Market Information Delayed 20 Minutes

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: 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.

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.

Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

*Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

* Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

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.

CRC 1369093   12/15

Awards Disclosures