Daren Epley

Managing Director | Wealth Management | Financial Advisor at Morgan Stanley

Role
Managing Director Wealth Management Financial Planning Specialist Financial Advisor at Morgan Stanley
Location
Peoria, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Daren Epley

The reason I’m in this business is the opportunity to build and maintain relationships…

Experience

  1. Managing Director Wealth Management Financial Planning Specialist Financial Advisor

    Morgan Stanley

    Aug 1993 — Present · Peoria, IL, US

    I am the team leader for the Cheney-Epley-Wolbeck Group at Morgan Stanley. My responsibilities include practice management and new business development. I also serve as the lead relationship manager. In addition, I am the team securities based lending coordinator.My wife, Trish, and I have been married 28 years and have two children. Claire is a 2018 Butler University graduate. She lives in Indianapolis and works as a recruiter for Brooksource, an IT staffing firm. John plays football at Butler University. He is a sophomore studying Business. I am a volunteer fundraiser for St. Jude. ©2025 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor\'s past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms: Ins. Lic.# 0D09570NMLS # 12•••63

Education

  • Spalding High School

    High School Diploma

  • Bradley University

    Bachelor of Science (B.S.)

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Daren Epley — Managing Director Wealth Management Financial Planning Specialist Financial Advisor at Morgan Stanley in Peoria, US | Unifers