Peoria Branch Office

As the Branch Manager for the Peoria Sub-Complex, Kari is responsible for driving growth in the Peoria and Springfield markets and helping Financial Advisors realize their full potential. She is committed to a positive environment that fosters and maintains a culture based on four core values: Doing the Right Thing, Putting Clients First, Leading with Exceptional Ideas and Giving Back to the community.

Kari joined Morgan Stanley in 2014 after starting her career in the industry in 1994. She started in the compliance and risk area, moving on to business development and advisor growth. Most recently she worked with clients as a financial advisor. Her background in risk, compliance and sales gives her a well-rounded vision of all the different components of the industry.

Originally from Minnesota, Kari moved to Illinois in 2007. She is currently on the board of directors with CASA – 10th Judicial Circuit in Peoria as well as a volunteer with the Peoria Public Arts Commission. She enjoys travel and the arts with a special affinity toward Frank Lloyd Wright architecture. Kari is also a passionate advocate for women in business and financial services.

Tracy is the Business Service Officer. She’s been with Morgan Stanley and predecessors since 1998. She has held various roles including Registered Associate, Branch Administrator, and Complex Risk Officer. Tracy enjoys spending time with her family and German Shepherds, canoeing and fishing.

Kelly joined Morgan Stanley in 2015 as the Branch Administrator. In her role, she works closely with the management team, financial advisors, and support professionals to ensure that their businesses operate effectively and efficiently.

Kelly graduated from Illinois State University in 2011 with a Bachelor of Science in Human Development and Family Resources. After graduation, she volunteered in Peru, working at a home for sick and destitute children. Her commitment to giving back aligns with Morgan Stanley's values, which was a significant factor in her decision to join the company.

Kelly's current role allows her to lead various fundraising campaigns and coordinate volunteer opportunities for branch employees, particularly during Global Volunteer Month each June.

Outside of work, Kelly enjoys spending time with her husband, two children, and rescue dog. She is passionate about traveling and giving back to the community.

Michelle is a seasoned professional in the financial industry, with a career spanning over three decades. Her primary responsibilities include managing risk, overseeing branch procedures, and conducting compliance training. Michelle's extensive experience and qualifications make her a key asset to the team.

Michelle began her career in the financial industry in 1988 as a Wire Operator and has since held multiple positions, showcasing her versatility and expertise. She holds several FINRA licenses, including the Series 7 - NYSE/NASD General Securities, Series 63 - Uniform State Exam, Series 65 - Investment Advisor Exam, Series 8 - General SEC Sales Supervisor, and Series 3 - Commodity Exam. One of Michelle's primary goals is to ensure that Financial Advisors and Support Professionals have a comprehensive understanding of the Firm’s policies and procedures. She is dedicated to providing resources and guidance to employees, fostering a well-informed and compliant work environment.

Outside of her professional commitments, Michelle enjoys flower gardening and traveling. She resides in Lafayette, Indiana, with her husband, Brad. Michelle's dedication to her role and her personal interests reflect her well-rounded character and commitment to excellence.