The Cheney - Epley - Wolbeck Group - Morgan Stanley Team - PEORIA, IL

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The Cheney - Epley - Wolbeck Group
(309) 671-2866

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The Cheney - Epley - Wolbeck Group
(309) 671-2866

Licensing

The Cheney - Epley - Wolbeck Group holds the following registrations:
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The Cheney - Epley - Wolbeck Group
(309) 671-2866

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Douglas S. Cheney

Douglas S. Cheney
Douglas S. Cheney
Senior Vice President
Financial Advisor
toll-free: (800) 527-3579

Professional Details

  • BS - Sociology
    Bradley University
  • 1987 - Present:
    Morgan Stanley*
  • Series 3, 7, 8, 63, 65; Insurance & Annuity Licensed for State of Illinois
  • Master's Club, 2009
  • Chairman's Council, 1998 - 2008
    Director's Council, 1997
    President's Council, 1993 - 1996
  • Peoria Area Youth for Christ
    Chairman of the Board
  • St. Jude Volunteer Fundraiser
  • Coalition of Concerned Citizens Advisory Board
    Peoria, IL
Douglas S. Cheney is licensed in the following state(s): AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KY, MA, MI, MN, MO, NE, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

Daren Epley

Daren Epley
Daren Epley
Senior Vice President
Financial Advisor
Financial Planning Specialist
toll-free: (800) 527-3579

Professional Details

  • BS - Science
    Cum Laude
    Bradley University
  • 1993 - Present:
    Morgan Stanley*
  • Series 7, 31, 63, 65; Insurance & Annuity Licensed for State of Illinois
  • President's Club, 2009
  • Chairman's Council, 2002 - 2008
    President's Council, 2001
  • Bradley University Braves Club & B-Club Board
    Member
  • St. Jude
    Memphis to Peoria Runner & Volunteer Fundraiser
  • St. Vincent de Paul
    Athletic Director
Daren Epley is licensed in the following state(s): AZ, CA, CO, CT, FL, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NE, NM, NV, NY, OH, PA, TN, TX, UT, VA, WI

Patrick J. Wolbeck

Patrick J. Wolbeck
Patrick J. Wolbeck
Financial Advisor
Financial Planning Specialist
toll-free: (800) 527-3579

Professional Details

  • BA - Economics
    University of Notre Dame
  • Certified Financial Planner
  • Series 3, 7, 63, 65; Insurance & Annuity Licensed for State of Illinois
  • 1999 - Present:
    Morgan Stanley*
Patrick J. Wolbeck is licensed in the following state(s): AL, AZ, CA, CO, DC, FL, GA, IL, IN, LA, MA, MD, MI, MN, MO, NM, NY, OH, TX, VA, WI

Florence A. Jack

Florence A. Jack
Senior Client Service Associate
tel: 309.671.2860
fax: 309.671.3710

Brooke Bailey

Brooke Bailey
Client Service Associate
tel: 309.671.2869
fax: 309.671.3710

Rebecca Trecek

Rebecca Trecek
Client Service Associate
tel: 309.671.2866
fax: 309.671.3710

Contact

The Cheney - Epley - Wolbeck Group
(309) 671-2866


The Cheney - Epley - Wolbeck Group
401 MAIN ST STE 1000
PEORIA, IL61602
Phone: (309) 671-2866
Toll Free: (800) 527-3579

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(309) 671-2866


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This 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: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only


*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.


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.


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