Our Team at Morgan Stanley Peoria Branch

About Kari Burg-Braggs

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.
Investment Advisor Representative; BM/Supervisor; General Securities Representative; Transactional Futures/Commodities; Managed Futures

About Tracy Mayerhofer

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.
Investment Advisor Representative; BM/Supervisor; General Securities Representative

About Megan Homan

Megan is the Risk Officer for the Indiana and Central Illinois Market. She began her career at Morgan Stanley in 2011 as the Branch Administrator and has been a Risk Officer since 2014. She sits on the National Risk Officer Council and Mid America Region Risk Officer Council. She is a graduate of Illinois State University with a double major in Business Administration and Economics. She has been a member of the Junior League of Peoria since 2013 and is currently on the Governance Board as the Recording Secretary. She resides in Dunlap and enjoys traveling, reading, and yoga.
Investment Advisor Representative; BM/Supervisor; General Securities Representative

About Kelly Stoner

Kelly has been in the Branch Administrator role at Morgan Stanley since 2015. She graduated from Illinois State University with a B.S. in Human Development and Family Resources. Kelly enjoys spending time with her husband, two children, and rescue dog. She also enjoys traveling and fostering dogs through a local animal rescue.

About Kimberly Guidone

Kimberly Guidone is a Private Banker serving Morgan Stanley’s Wealth Management offices in Indiana and Illinois.
Kimberly began her career in financial services in 1996 and joined Morgan Stanley in 2016. Prior to joining Morgan Stanley, she was a Wealth Management Banker at Merrill Lynch. She also served as an Investment Relationship Manager with Key Investment Services and a Financial Advisor at Thrivent Financial. Kimberly received a Bachelor of Arts degree in Psychology from Wright State University. Outside of the office, Kimberly spends time with her family enjoying hiking, camping, and other outdoor activities.

Interested in a Career at Morgan Stanley?

Financial Advisors

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Branch Address

211 Fulton St
Ste 500A
Peoria, IL 61602
US
Branch:
(309) 671-2800(309) 671-2800
Toll-Free:
(800) 527-3579(800) 527-3579
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.

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2Tax laws are complex and are subject to change. 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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4Alternative 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.

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5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.

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7Morgan 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.

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8Morgan 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.

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9Tax laws are complex and are subject to change. 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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10Morgan 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

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11Morgan 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

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Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.

Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.

Awards Disclosures
CRC 6491812 04/2024