Welcome

For us, wealth planning means more than providing our clients with investment advice. It means helping them maintain the financial independence they've worked their whole lives to achieve. It means striving to ensure they have the means to pursue what's most important to them. And it means understanding them as people with unique goals, values and circumstances that determine the strategies we develop on their behalf.

Our consultative process begins with an in-depth discussion of your current finances and future objectives. We'll address issues you might have overlooked that can have a significant impact on your ability to achieve your goals and retire as planned. Finally, we'll determine how we can help you adjust your investment strategy as necessary to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.
Services Include
  • 401(k) Rollovers
  • Alternative Investments1
  • Asset Management2
  • Retirement Planning3
  • Estate Planning Strategies4
  • Financial Planning5
  • Long Term Care Insurance6
  • Sustainable Investing7
  • Trust Accounts8
  • Trust Services*
  • Wealth Management9
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Goals Based Planning Service

Regardless of what stage your life is in - moving ahead in your career, enjoying retirement or somewhere in between - as your Financial Advisors, we can help you achieve your financial goals.

Using a suite of tools that includes goal-specific analysis, we can work with you to create a realistic, holistic strategy that integrates the various aspects of your financial life, including your investments and cash management needs.

Using our suite of tools — our LifeView® platform — we can create your personal roadmap to help achieve and protect your goals — a framework that makes the connection between your life goals and your financial resources, and provides a baseline for future discussions.

LifeView® helps us:
Analyze your current investments, and financial situation
Review and prioritize your goals with you
Plan for education funding
Develop wealth transfer strategies

Click the link below to access the sample LifeView® Goal Analysis and Client Profile:

Morgan Stanley's Reserved Living & Giving Program

Reserved Living & Giving is a complimentary loyalty program, with over 50 offers and discounts from premier brands, designed to enhance your lifestyle beyond traditional wealth management services. The program provides access to exclusive partner offers, insights from Morgan Stanley thought leaders and inspiring philanthropic stories.

Reserved clients can take advantage of a wide range of offers, including:
- Travel and cultural experiences from best-in-class planners
- Special pricing from iconic beauty, retail and automotive brands
- The latest fashion, wine and sweets from select emerging brands

Whether you'd like to get behind the wheel of your dream car, enjoy the perfect wine pairing with every meal, or choose a thoughtful gift, you'll find unique opportunities with Reserved Living & Giving. Best of all, you can share the shopping treasures, travel adventures and simple pleasures with your family.

Ask us how you and your family can begin to take advantage of these wonderful offers.

Click the link below to see current offers:

Location

401 Main St
Ste 1000
Peoria, IL 61602
US
Direct:
(309) 671-2820(309) 671-2820
Toll-Free:
(800) 827-3579(800) 827-3579
Two North Tamiami Trail
Sarasota, FL 34236
US

Meet The Cornerstone Capital Group

About Me

Tom has been in the financial services industry since 1999 serving affluent individuals, families, and institutional clients.  Beginning his career at Van Kampen Investments allowed him to develop a deep understanding of portfolio management and asset allocation strategies.  Also, before joining the Cornerstone Capital Group Tom served as the Manager of the Central Illinois Complex for Morgan Stanley from late 2005 until 2008.*  In 2008, Tom joined the Cornerstone Capital Group at Morgan Stanley to work with individuals and institutions.  He was able to utilize his background to help optimize investment portfolios and implement appropriate planning strategies for clients.  Tom was also involved in many community organizations throughout his time in Central Illinois and served in many capacities that including the Board of Directors for the Peoria Riverfront Museum Foundation, member of the Campaign Cabinet for the Heart of Illinois United Way Drive, Board Member for the Central Illinois Estate Planning Council.

In 2014, Tom and his family moved to Sarasota, FL to start a new office for the Cornerstone Capital Group and this is where he currently resides while serving clients around the country.  Tom and his wife Courtney have three children.  In Sarasota Tom is member of Bayside Community Church, and enjoys local outreach events to help the community.


*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Securities Agent: TX, IL, FL, WY, WI, WA, TN, SC, PA, OR, OK, OH, NY, NV, NM, NJ, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IA, GA, DE, CO, CA, AZ, AR, AL, AK; Managed Futures; Transactional Futures/Commodities; General Securities Representative; BM/Supervisor; Investment Advisor Representative
NMLS#: 1272770

About Me

Carolyn Weaver has spent the last 12 years as a financial advisor at Morgan Stanley, working to create a roadmap for her clients’ future and helping them manage complex financial affairs amidst ever-changing circumstances. In addition to a full spectrum of financial licenses, she is a Certified Financial Planner (CFP®), a designation held by just 20 percent of financial advisors across the country, and a member of the Master’s Club, ranking among the top 20 percent of Morgan Stanley advisors nationwide.

An avid runner, Weaver participated in the St. Jude Memphis to Peoria Run from 2008 to 2012, and in the St. Jude Chicago to Peoria Run since 2013. She has twice been among the top three fundraisers for the Chicago to Peoria Run, and this year, she served as co-coordinator and treasurer of the event. She also joined the American Brain Tumor Association 5K walk/run in honor of her father, who passed away after a battle with terminal brain cancer.

For more than five years, Weaver was an active volunteer for Heart of Illinois Big Brothers Big Sisters, serving on its board of directors from 2011 to 2015. The organization’s top individual donor, she was a long-time mentor to her “little sister” and has assisted with the Bowl for Kids’ Sake fundraiser for several years. She is also a past volunteer for Junior Achievement of Central Illinois, raising youth awareness about the importance of financial planning, and the Reading Buddies program for Peoria Public Schools.

A member of The Salvation Army’s William Booth Society and the Heart of Illinois United Way’s Tocqueville Society, Weaver is described as a leader with a heart of gold, whose boundless energy and compassion has had an impact on everyone she meets. Since welcoming twin girls into the world on New Year’s Eve, she has been a volunteer with the Peoria Mother of Twins organization. She also leads a small group Bible study in her home.
Securities Agent: TX, IL, WY, WI, WA, TN, SC, PA, OR, OK, OH, NY, NV, NM, NJ, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IA, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; Managed Futures; General Securities Representative; Investment Advisor Representative

About Me

Eric believes that your values, your interests, and your money are entirely intertwined into one portfolio – your life.  As a result, he maintains that to live the best life possible, all of these things must be taken into consideration when developing the best strategy to implement for an individual or family. 

Eric’s focus includes developing long-lasting relationships and utilizing Morgan Stanley’s first-class global resources to deliver exceptional service and results.  In order to accomplish this, Eric draws on his extensive professional background and rigorous education and training. Eric earned his Bachelor of Science in Finance with high honors from the University of Illinois, Champaign-Urbana as well as an MBA with honors from the University of Chicago.  He has spent eighteen years in the investment industry, first starting out as a member of a 13-person investment team managing in excess of $50 billion for State Farm Insurance. He spent the next phase of his career as an Equity Research Analyst at a regional investment banking firm where he advised institutional clients from all over the world. When he was hired at Morgan Stanley in 2007, he was given the opportunity to realize his dream of working directly and personally with individual clients. 

Our team believes knowledge is power. Every last one of us is committed to lifelong learning and professional development in areas that directly impact our clients.  Eric holds the CERTIFIED FINANCIAL PLANNER™ certification as well as being a Chartered Financial Analyst (CFA®) charterholder.   

Growing up on a family farm in central Illinois, Eric is excited to have the opportunity with his wife, Chris, to instill the values he learned from that experience in his two children, Blake and Layne.
Securities Agent: TX, IL, WY, WI, WA, VA, TN, SC, PA, OK, OH, NY, NV, NM, NJ, NE, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IA, GA, FL, DE, CT, CO, CA, AZ, AR, AL, AK; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1268416

About Me

Cathy’s career has been dedicated to providing clients with an individually tailored approach to investing and risk management. Her education and experience, along with Morgan Stanley’s global resources, provides her with the ability to develop personalized strategic solutions that address the complex needs of individuals and their families.

After completing her Bachelor of Science Degree in Business Administration from Western Illinois University, Cathy completed the American Bankers Association National Trust School and National Graduate Trust School at Northwestern University. She also received the Certified Financial Planner™ practitioner designation (CFP®) in 2006 and the Chartered Retirement Planning Counselor™ designation in 2008.  Her prior experience includes investment management, trust administration and estate planning. Cathy also served as Senior Vice President and Manager of the Private Client Group for a large regional bank before beginning her career as a financial advisor in 2002.

Cathy believes it is her responsibility to invest in the community, thus she serves on several local boards and institutions. She is the current Chairperson of the UnityPoint Foundation Methodist|Proctor Board of Directors, and she also serves on the Board of Directors for the Methodist Health Services Corporation. She has been a member of the Rotary Club of Peoria for many years as well as the Peoria Riverfront Museum Foundation Board of Directors.  Some past honors and achievements include serving as the first female President of the Peoria Symphony Foundation Board, being a former Board member of Central Illinois Community Foundation, and serving on the Women’s Fund Boards.  Cathy and her husband Stan live in Peoria, Illinois
Securities Agent: TX, IL, WI, WA, VA, TN, SD, SC, PA, OR, OK, OH, NY, NV, NM, NJ, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IA, GA, FL, DE, CO, CA, AZ, AR, AL, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1265190

About Me

Zack’s principal focus is the design and construction of customized strategies for client portfolios.  Zack began investing at twelve years of age with money saved from mowing lawns.  His primary professional and intellectual ambition has been to hone his craft as an investment practitioner. 

Zack has spent the last seventeen years in the investment industry. After graduating from the University of Illinois with a degree in Finance, he began his career in 2001 as an equity investment analyst for State Farm Insurance. As part of a team that managed over $50 billion dollars in assets, his areas of expertise included analysis of financial services companies and research of tactical investment opportunities. Zack’s desire to see a more direct impact of his skills led him back to his hometown of Peoria, IL in 2003, working first at A.G. Edwards and Sons before joining Morgan Stanley in 2007.

Core values of our team are professional competence and lifelong learning. In 2004, Zack earned the Chartered Financial Analyst (CFA®) designation.  No credential is as widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and fiduciary responsibility as the CFA® designation. In 2007, Zack also completed his CERTIFIED FINANCIAL PLANNER™ practitioner certification.

Zack resides in his hometown of Peoria and lives on his family farm with his wonderful wife Carolyn, their son Hudson, and twin daughters Campbell and Emerson.
Securities Agent: TX, IL, WY, WI, WA, TN, SC, PA, OR, OK, OH, NY, NV, NM, NJ, NE, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IA, GA, FL, DE, CO, CA, AZ, AR, AL, AK; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
From Our Team

LifeView Goal Analysis Client Profile


Investment and Market Perspectives

On the Markets

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
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

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
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

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
A Parent's Guide to Talking to Your Kids About Money

A Parent's Guide to Talking to Your Kids About Money

Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

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
Choosing an Environmental Charity

Choosing an Environmental Charity

There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

More from Morgan Stanley

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

“You may feel like a 1,000 point move in the Dow in a single day is unprecedented, but the reality is that it’s a 2 or 3% move down.” - Lisa Shalett, Chief Investment Officer, Wealth Management
Learn more about OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE
Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
Learn more about Morgan Stanley and Justin Rose: A Winning Team
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Ready to start a conversation? Contact The Cornerstone Capital Group today.
Market Information Delayed 20 Minutes
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

1Alternative 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 suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

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 and other legal matters.

5Morgan 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.

6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

7The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG 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.

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 and other legal matters.

9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

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 suitable 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”) 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.


CRC 2019752 10/2018