Springfield Branch Office

As the Branch Manager for Peoria, Springfield and Decatur offices in Central Illinois, Kari is responsible for driving growth and helping Financial Advisors realize their full potential. She is committed to a positive environment that fosters and maintains a culture based on the core values: Doing the Right Thing, Putting Clients First, Leading with Exceptional Ideas, Committing to Diversity and Inclusion, 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 commissioner with the Peoria Public Arts Commission. For the past 3 years she has served as a co-chair for grant review committees for Impact Central Illinois. 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. She collaborates with advisors and support professionals to help ensure that clients receive first-class service in a first-class way. She specializes in coaching and mentoring, staff development, and relationship building.

Tracy enjoys spending time with her family, German Shepherds, kayaking and fishing and exploring the Northwoods.

Michael is a Financial Advisor, Associate Vice President, Branch Manager, Certified Financial Planner, and a Chartered Financial Consultant. He has been with Morgan Stanley since 2018. Michael joined the Investment Advisory business in 2013. His mission is to work side by side with clients to build and implement a plan that achieves their financial goals with the utmost pride and honesty.

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 served on the National Risk Officer Council and Mid America Region Risk Officer Council and is a mentor to Risk Officers who are new to the role.

Megan graduated from Illinois State University in 2010 with a double major in Business Administration and Economics. She also attended Chuo University in Tokyo, Japan in 2009 where she studied International Business and Japanese. Megan has been a member of the Junior League of Peoria since 2013. She has held multiple leadership roles and currently serves on the Governance Board as the Recording Secretary. She resides in Dunlap and enjoys traveling, reading, and yoga.

Kelly joined Morgan Stanley in 2015 as the Branch Administrator. As Administrator, Kelly collaborates with the management team, financial advisors and support professionals to ensure their businesses operate as effectively and efficiently as possible.

Kelly graduated in 2011 from Illinois State University with a B.S. in Human Development and Family Resources. After graduating from college, she spent several months volunteering in Peru at a home for sick and destitute children. Morgan Stanley's commitment to Giving back was one of the reasons Kelly was drawn to Morgan Stanley. Her current role allows her to spearhead various fundraising campaigns throughout the year and to coordinate volunteer opportunities for branch employees during Global Volunteer month each June.

Kelly enjoys spending time with her husband, two children, and rescue dog. She also enjoys traveling and giving back by fostering dogs through a local animal rescue.

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.