Cory Epstein
Senior Vice President, Financial Advisor, Portfolio Manager
Phone:
(402) 399-6156(402) 399-6156
Andrew Robinson
Financial Advisor,
Managing Director
Direct:
(402) 399-6151(402) 399-6151
My Mission Statement
Experience, intellectual capital, and dedicated personal service to help you meet your life goals
Welcome
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Securities Agent: SC, TN, SD, NC, IN, HI, MO, AZ, KS, FL, TX, NJ, IA, DC, CT, WA, PA, MI, IL, CA, OR, DE, CO, NY, ME, MN, UT, NV, MD, GA, VA, MA, NE; General Securities Representative; Investment Advisor Representative
NMLS#: 1253102
NMLS#: 1253102
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
I use a four-step process to uncover your most important goals, so that, I may design and implement appropriate strategies to help plan for your future.
Listen and Understand
I will begin with an in-depth conversation where I will listen carefully to understand what is important to you, your family, and your legacy. I learn about the values that shape your decisions and identify any challenges and circumstances unique to your situation.
Analyze and Assess
Next, I will review your current and future financial situation, determine the likelihood of reaching your goals and address any potential shortfalls or the impact of unexpected life events. In this step, I may also contact your CPA and estate attorney to understand your existing estate plan, so I can help ensure the strategies I recommend are cohesive and fully coordinated.
Propose and Implement
Here, I will present a tailored wealth management plan with specific strategies designed to achieve your particular goals. Upon your approval, I will set into motion a course of action that strives to align your values and vision.
Monitor and Adapt
I will oversee your performance towards your goals through ongoing calls and meetings. I may recommend adjustments over time, due to changing market conditions or changes in your circumstances, to help keep you on track towards achieving your goals.
Comprehensive Advising
Managing your finances is a lifelong endeavor and I am here to help you manage your wealth effectively every step of the way. I use our experience and relationships to deliver in-depth strategies tailored to your goals and needs.
Wealth Management
Gaining a deep understanding of your financial and personal life is the cornerstone of our wealth management approach. We take time to understand you, your family, your career, your legacy goals, and your values to develop a unique comprehensive wealth management strategy.
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Tax Management
We know that tax efficient investing is a top priority for all investors. We are here to help you with all aspects of tax management, doing a thorough review of all our clients' finances in order to optimize your strategy. By collaborating with your CPA, we can aid you in tax loss harvesting, tax-aware asset location, tax favorable investment options, and liquidity during tax time.
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Alternative Investments
Our leading alternatives platform offers 160+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income—while maintaining a goals-based approach for asset allocation.
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Cash Management and Lending Solutions
We are here to help with every aspect of your financial life and offer a variety of cash management, mortgage, and lending solutions that can complement your investment strategy.
Estate Planning Strategies
One of the most integral aspects of creating a long term financial plan is considering an estate for the next generation or charitable donations. We collaborate with you estate and tax professionals to understand your legacy goals to develop a plan that includes appropriate asset titling and beneficiary designation requirements.
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Life Insurance
It is important to prepare for the many risks you may face throughout your life. We can help protect your financial plan from outside risks through the use of multiple strategies, ranging from insurance reviews to liquidity strategies. We offer a variety of insurance types to meet your specific needs including life, term, annuities, and long-term care insurance.
Learn MorePLANNING FOR YOUR FAMILY'S FINANCIAL NEEDS & GOALS
Through each stage of your financial life, I can help assist you in managing the complexity of it all.
Family Governance
It is crucial to have a solid framework for decision-making, or a family governance structure, especially in the case of an ultra-high net worth family involved in a common operation, such as managing a family business, running a family office, or simply investing together as a family.
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Tax Management
The tax decisions you make today can help you save for years to come. There are many tax smart strategies for your financial plan.
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Trust & Estate Planning
We are with you every step of the way. We analyze your tax and estate structures so that their characteristics are accurately incorporated in the asset allocation analysis performed for our clients.
Philanthropic Planning
Your set of philanthropic objectives is as personal as your vision of a better world. Determining your objectives, however, can be challenging when there are so many worthy causes with so many unmet needs.
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Intergenerational Wealth Planning
Our familial team dynamic enables us to carry a various number of specialties. We understand family wealth, and we are experienced for every stage of life. Obstacles are a part of life, and we can help you create a financial plan with those seatbacks in mind.
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Wealth Education
Financial Literacy means being empowered with the knowledge to make smart financial decisions during every stage of life. Discussing family finances is always important, but not always easy. Starting the conversation is a key step in long-term wealth planning.
Learn MoreOUR SUITE OF DIGITAL TOOLS
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Here are a few of the technologies we have to offer our clients.
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
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E-Delivery
E-Delivery, allows you to securely save, print, send, and receive documents at any time from both Morgan Stanley Online and the Morgan Stanley Mobile App.
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Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
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Morgan Stanley CashPlus
Easily access your cash with the Morgan Stanley CashPlus account. Along with ATM fee rebates, identity protection, the CashPlus accounts allows you to easily manage your account online.
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Online Security Center
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
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Digital Vault
Easily and conveniently manage and share life’s most important documents, such as wills, deeds and estate plans, as well as financial statements and tax filings. Digital Vault allows for easy document sharing, convenient access, and encrypted files.
Learn MoreLocation
13625 California St
Ste 400
Omaha, NE 68154
US
Direct:
(402) 399-6151(402) 399-6151
Fax:
(402) 399-6146(402) 399-6146
Meet My Team
Brett Robinson
Financial Advisor
Phone:
(312) 648-3540(312) 648-3540
Jennifer Anderson
Wealth Management Associate
Phone:
(402) 399-6152(402) 399-6152
Vesta Pudenz
Wealth Management Associate
Phone:
(402) 399-6153(402) 399-6153
About Cory Epstein
Securities Agent: MI, HI, AZ, SC, UT, TN, MD, KS, NC, FL, NJ, CA, VA, PA, MO, GA, DC, CT, OR, MA, DE, NY, NV, MN, WA, ME, CO, SD, IL, IA, NE, IN, TX; General Securities Representative; Investment Advisor Representative
About Brett Robinson
Securities Agent: IL, FL, IN, MD, SC, OR, NC, GA, DE, CA, NY, MO, DC, CT, CO, TX, SD, MN, KS, IA, AZ, MA, VA, PA, NE, HI, WA, TN, NV, ME, UT, NJ, MI; General Securities Representative; Investment Advisor Representative
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact Andrew Robinson today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6Morgan 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 (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
7Morgan 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
8Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The 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:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6Morgan 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 (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
7Morgan 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
8Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The 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:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
