The Epley-Wolbeck Group at Morgan Stanley

Home
United States
Peoria, IL
The Epley-Wolbeck Group at Morgan Stanley

Directions Website

Financial Advisors at Morgan Stanley NMLS #: 1275763 | NMLS #: 1270180 | NMLS # 2335381

10/30/2026

Trick-or-treating, games, snacks, and plenty of Halloween fun! 🎃🍬

We loved welcoming our employees' children and grandchildren to the office for a special Halloween celebration. And judging by Gemma's reaction, the decorations were a hit! 👻

10/28/2026

Lucy, Shayne's daughter, recently celebrated her first birthday! Shayne and his family marked the occasion with a fun Chili's-themed party, complete with an "I Want My Baby Back" twist that made the day extra memorable.

10/23/2026

National Estate Planning Week is a timely reminder to review your estate plan and make sure it still reflects your wishes, priorities, and the people who matter most.

When was the last time you reviewed your plan? Contact us if it has been more than 5 years since you reviewed your plan. Or even more importantly if you need to develop a plan.

10/21/2026

Fall is a smart time to revisit your financial plan and consider year-end moves around taxes, investments, charitable giving and estate planning.

Read more, and reach out if you'd like to discuss how these strategies may fit your goals.

morganstanley.com

10/19/2026

🥂 Thank you Hiral and The Epley-Wolbeck Group at Morgan Stanley!

We’re grateful for your support of the Women’s Fund of CFCI and our work to create opportunities and make a difference for women and girls throughout our community.

10/15/2026

Daren and Trish enjoyed a wonderful European adventure, with recent stops in Munich, Germany for Oktoberfest, Lucerne, Switzerland to take in its beautiful scenery, and Lake Como, Italy, where they spent time on the water surrounded by breathtaking views.

10/07/2026

Today, on World Financial Planning Day, we're reminded that financial planning is about more than numbers. It's about helping individuals and families prepare for life's milestones, navigate uncertainty, and work toward the future they envision.

A thoughtful financial plan can provide clarity, confidence, and a roadmap for the years ahead. No matter where you are on your financial journey, it's never too early or too late to start planning for what matters most.

10/06/2026

Speaker Spotlight: Burg-Braggs

With more than 30 years of experience in the wealth management industry, Kari Burg-Braggs brings a wealth of leadership, strategic insight, and a deep commitment to helping clients, advisors, and communities thrive. As Market Manager for Morgan Stanley's Central Illinois offices, Kari leads with integrity, puts clients first, and is passionate about empowering others through exceptional leadership and community engagement.

To hear Kari speak, join us on October 13 at 4:30 p.m. for our Women's Wealth Summit: Finance & Fashion. RSVP by October 7 by calling Lori Douglas at 309-671-2869 or emailing [email protected].

CRC 5858297

10/01/2026

Speaker Spotlight: Hiral Patel Hudson, CFP®

With nearly 16 years at Morgan Stanley, Hiral Patel Hudson, CFP®, has dedicated her career to helping clients gain clarity and confidence in their financial lives. Passionate about empowering individuals and families, especially women, Hiral works closely with clients to define their goals, identify potential blind spots, and create personalized strategies designed to help them achieve what matters most.

To hear Hiral speak, join us on October 13 at 4:30 p.m. for our Women's Wealth Summit: Finance & Fashion.

RSVP by September 30 by calling Lori Douglas at 309-671-2869 or emailing [email protected].

CRC 5858297

09/30/2026

September is Life Insurance Awareness Month. If it's been a while since you reviewed your coverage, it may be worth a check-in—especially after major life or financial changes.

A policy review can help you confirm your coverage still aligns with your priorities, including:
• protecting family and lifestyle
• ensuring beneficiary/ownership details still reflect your wishes
• evaluating whether your policy is still cost-effective for your needs

Please reach out if you have questions, we would be more than happy to discuss.

Address

401 Main Street, Suite 1000
Peoria, IL
61602

Website

https://advisor.morganstanley.com/the-epley-wolbeck-group

Alerts

Be the first to know and let us send you an email when The Epley-Wolbeck Group at Morgan Stanley posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.