The Epley-Wolbeck Group at Morgan Stanley

06/10/2026

Is your portfolio at risk due to concentrated positions? Learn more about how I can help you with strategies for diversification to mitigate risks and help safeguard your investments. https://livesocial.seismic.com/Fcrt5

06/03/2026

Congratulations to Shayne on his graduation from Community Leadership School!

05/29/2026

Worried that a 529 plan isn't flexible enough? Here are 5 things you may not know about 529s (but should). Let's talk about how you can use these funds beyond college. https://livesocial.seismic.com/aWc233

05/13/2026

Your lifestyle, energy, and priorities can shift over time, and retirement spending can shift right along with it. Explore a practical way to think about what you want retirement to look like. https://livesocial.seismic.com/aX-_Ni

05/06/2026

Our Senior Partner, Daren Epley, has been named #1 Best-In-State Financial Advisor By Forbes for 2026. He's been included on this list every year since 2020. We are so grateful for his leadership!

https://www.morganstanley.com/disclosures/awards-disclosure.html

05/06/2026

Thank you Dr. Couri for sharing your expertise with us!

An inspiring evening at the Epley-Wolbeck Group Women’s Wealth Summit.

Dr. Michele Couri had the honor of speaking to a wonderful group of women about the powerful connection between women’s health, menopause, and financial wellness. Thank you to the Epley-Wolbeck Group for creating space for these important conversations and for empowering women through every stage of life.

At the Couri Center, we believe women deserve education, support, and personalized care that helps them thrive—in health and in life. 💙

04/29/2026

It's important to check in on progress toward your retirement plan, especially when market volatility arises. These simple six steps can help: https://livesocial.seismic.com/a_A7rj

04/15/2026

Have you considered how your lifestyle could affect your spending needs in retirement? Let's talk about strategies that can help you proactively prepare. https://livesocial.seismic.com/aJ5c9W

04/13/2026

You're invited to our Women's Wealth Summit on May 5th! Dr. Michele Couri, Founder and Medical Director of The Couri Center, will be presenting along with Amy Osborne from Franklin Templeton.

04/01/2026

As part of this year's fundraising efforts for the Greater Peoria Honor Flight, our office hosted a "Pi Day" fundraiser. Employees received raffle tickets for their donation and voted on who they most wanted to see get pied in the face. Daren Epley received the most votes, and Lori was selected to do the honors!