Our Story & Services

After decades of working with business owners and families, we’ve learned that people often have the same concern: Will I have enough? 

Whether you’re running a business, approaching retirement or securing your family’s legacy, you want to know, how much will we need in order to live comfortably? Will we be ok? What about the next generation?

We help you answer these tough questions. With a deep knowledge base, we implement wealth management solutions that meet your current needs and help you reach the financial future you seek – whether you’re facing issues around business planning and exit strategies, retirement planning or transferring wealth to your children. 

A good team is made of complementary parts. With over 75 years of combined experience in the industry, we balance seasoned wisdom with youthful energy. That’s why families trust us. They know we’re in it for the long term. And they know we take our responsibility to heart. It really is that simple.
Services Include
  • Financial Planning1
  • Business Planning2
  • Business Succession Planning3
  • Asset Management4
  • Retirement Planning5
  • Planning for Education Funding6
  • Long Term Care Insurance7
  • Life Insurance8
  • Estate Planning Strategies9
  • Cash Management and Lending Products10
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

112 Worcester Street
Wellesley, MA 02481
US
Direct:
(781) 431-6775(781) 431-6775
Toll-Free:
(800) 767-7462(800) 767-7462
Fax:
(781) 218-2137(781) 218-2137

Meet The Epsilon Group

About Me

Mike Emmanouilidis is a Family Wealth Advisor, Senior Portfolio Manager, First Vice President, Financial Advisor at Morgan Stanley. With over 30 years of experience in the financial services industry, Mike provides custom portfolios and wealth management solutions for business owners, executives and families.

After graduating from the University of Massachusetts with a Bachelor of Science in business, Mike earned his Master’s degree in Financial Services from the American College in Bryn Mawr, PA. Prior to joining Morgan Stanley over 9 years ago, Mike was a Vice President, Financial Advisor at UBS.  

As the founder of The Epsilon Group at Morgan Stanley, Mike oversees portfolio construction and management with an emphasis on asset preservation and growth. As a Family Wealth Director, he offers clients a greater level of personal attention by tailoring his strategies to the unique concerns of high net worth families. From discovery and analysis to fully understanding his client’s goals, Mike and his team articulate a 360-degree financial plan covering all aspects of their client’s financial life. He has helped countless clients create a long-term wealth management strategy aimed at ensuring a secure future for their families amidst challenging market cycles.

Outside of work, Mike serves on the Board of trustees of the Alpha Omega Council, a philanthropic Greek-American organization. He is an accomplished musician, and enjoys reading and writing poetry. He and his wife Susan reside in Brookline, MA.
Securities Agent: WI, SC, RI, PA, NY, NH, NC, MS, ME, MA, IL, FL, CT, CA; General Securities Representative
NMLS#: 1290697

About Me

Matthew Reilly is a CERTIFIED FINANCIAL PLANNER™, Family Wealth Advisor, First Vice President, Financial Advisor at Morgan Stanley. With over 35 years of experience in the financial services industry, Matt focuses on financial planning, retirement planning and comprehensive wealth management for business owners, executives and families. 

A graduate of Boston College with a Bachelor’s degree in English, Matt has been an advisor since 1981. Prior to joining the firm in 2017, he worked at UBS, Smith Barney and was charged with managing income portfolios at Shawmut National Bank.

Clients have relied on Matt through two major recessions and numerous market corrections because he believes wealth management is more than investments alone – it is comprehensive and includes financial planning, relationship management and investment counseling.

Matt helps clients manage finances and risks so that they are free to concentrate on their passions, family and goals. He does this by creating a customized financial plan – a virtual road map that he monitors and adjusts as needed to keep his clients on track. From a relationship management perspective, Matt believes in collaborating with his clients and their families, as well with their trusted advisors that include attorneys and CPAs.

Matt works to build and protect client net worth carefully, emphasizing diversification and risk mitigation. His guiding principle is that clients should worry less about money now and enjoy it more in the future.

In his free time, Matt enjoys traveling, fishing and hockey. He lives in Needham, MA with his wife Christine.
Securities Agent: WI, WA, VT, SC, RI, PA, NY, NJ, NH, NC, MS, ME, MD, MA, IL, FL, CT, CA; Managed Futures; General Securities Representative
NMLS#: 1682648

About Me

Yianni Emmanouilidis is a CERTIFIED FINANCIAL PLANNER™, Portfolio Manager, Financial Advisor at Morgan Stanley. With over 10 years of experience in the financial services industry, Yianni provides financial planning and portfolio management for business owners, executives and families.

A graduate of Bentley University with a Bachelor’s of science in Finance, Yianni started his career at US Bank before joining Morgan Stanley in 2010. As a partner in The Epsilon Group at Morgan Stanley, Yianni works alongside his father who’s been in the business for over 30 years.

Yianni’s passion lies in getting to know his client’s immediate needs and long term goals, then creating a financial strategy aimed at minimizing risk while helping them weather evolving market conditions. As a Portfolio Manager, Yianni helps manage his clients’ investment portfolios with a focus on growth and asset preservation. He takes great satisfaction in demonstrating how a client’s small steps today can help them positively shape their financial future.

In his free time, Yianni enjoys traveling, golfing, running, and spending time with his wife and their son. He lives in Needham, MA.
Securities Agent: RI, WI, VT, TX, SC, PA, NY, NH, NC, MS, ME, MD, MA, IL, FL, CT, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1290627

About Me

Forrest Scaringe is a Client Service Associate at Morgan Stanley. He focuses on maintaining effective client relationships for the team.

A graduate of Bentley University, Forrest has a bachelors in Corporate Finance & Accounting with a Minor in Legal Studies. During his time at Bentley, he played 4 years of Varsity Soccer and was elected captain by his teammates during his senior year. 

After an internship at the Westborough Morgan Stanley office, Forrest joined The Epsilon Group at Morgan Stanley in 2017 and quickly became an integral member of the team. He applies the principles of respect, diligence, and commitment to everything he does. Forrests main focus is ensuring that all clients, current and prospective, receive the level of professional personal service that has become a hallmark of The Epsilon Group.

Outside of work, Forrest enjoys being a coach for the SFC New England Premier Soccer Club, working out and reading.
Securities Agent: TX, CT, WY, WI, WA, VT, VA, TN, SC, RI, PA, OR, OH, NY, NV, NJ, NH, NC, MT, MS, MO, MN, MI, ME, MD, MA, KY, KS, IL, HI, GA, FL, DE, DC, CO, CA, AZ, AL, AK; General Securities Representative; Investment Advisor Representative

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
From Clueless to Clued In: Teaching Teens About Money

From Clueless to Clued In: Teaching Teens About Money

As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

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
Facing Financial Stress? Your Employer May Be Able to Help

Facing Financial Stress? Your Employer May Be Able to Help

Many of us face money worries. You may be able to get advice and education from an unexpected source.

Mosaic

Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
The Tao of Guy

The Tao of Guy

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Sign Up for eDelivery

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

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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.

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Access Morgan Stanley Online

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Ready to start a conversation? Contact The Epsilon Group today.
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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.

1Morgan 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.

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 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.

5Morgan 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.

6Morgan 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.

7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

9Morgan 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.

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