The Epley-Wolbeck Group at Morgan Stanley

The Epley-Wolbeck Group at Morgan Stanley Financial Advisors at Morgan Stanley NMLS #: 1275763 | NMLS #: 1270180 | NMLS # 2335381

This Labor Day, we recognize the dedication, resilience, and hard work that help build stronger families, businesses, an...
09/07/2026

This Labor Day, we recognize the dedication, resilience, and hard work that help build stronger families, businesses, and communities. Wishing you and your loved ones a safe and restful holiday weekend.

Did You Know? We are thrilled to share that Lori's son, Cole, married Kaitlin on August 14 at The BRIX on the FOX in Car...
09/03/2026

Did You Know?

We are thrilled to share that Lori's son, Cole, married Kaitlin on August 14 at The BRIX on the FOX in Carpentersville, Illinois. Following their wedding celebration, the newlyweds enjoyed a honeymoon in Kauai. Please join us in congratulating Cole and Kaitlin and wishing them a lifetime filled with love, laughter, and cherished memories.

Integrity. Experience. Communication.

PJ's son, Evan, was featured for catching a touchdown pass recently. Evan plays for Peoria Notre Dame High School. Footb...
08/19/2026

PJ's son, Evan, was featured for catching a touchdown pass recently. Evan plays for Peoria Notre Dame High School. Football season starts this week!

Jeff Layne, Client Portfolio Manager at ClearBridge Investments, came in from Dallas, TX to speak at our client educatio...
08/05/2026

Jeff Layne, Client Portfolio Manager at ClearBridge Investments, came in from Dallas, TX to speak at our client education event last month. This is just one way we share industry insights with clients.

08/03/2026

If one of their grandchildren emailed saying they needed emergency money wired to a new account right away, would your loved one send it without verifying? Watch this video to learn about common scams targeting the elderly, and let me know how I can help answer your questions about cybersecurity best practices.

Does your compensation extend beyond a traditional paycheck? Join us Monday, August 3 for "Planning for Retirement: IRAs...
07/22/2026

Does your compensation extend beyond a traditional paycheck? Join us Monday, August 3 for "Planning for Retirement: IRAs, 401(k)s, RSUs, Stock Options and ESOPs," part of our Wealth Education for the Next Generation Series. You'll have the opportunity to learn how retirement plans, equity compensation and employer sponsored benefits can become powerful engines of long-term wealth. Register Here:
https://livesocial.seismic.com/aGpcTA

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401 Main Street, Suite 1000
Peoria, IL
61602

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