MARGRET BIRCH
Morgan Stanley
As a Certified Exit Planning Advisor (CEPA®), Margret Birch is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Margret Birch - - Morgan Stanley - Downers Grove, Illinois, city=Downers Grove, display_country=United States, hs_object_source_detail_1=Find a CEPA November 2025, hs_object_source_label=AUTOMATION_PLATFORM, url_slug=margret-birch, lname=Birch, hs_object_source_id=enrollmentId:2116067049034;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20NOVEMBER%202025/BIRCH-MARGRET-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-NOVEMBER-2025.pdf, hs_createdate=1764337953705, cohortium_profile_title=Margret Birch | Financial Advisor at Morgan Stanley | CEPA Connect Member, state=Illinois, id=41676932896, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Margret Birch, email=meg.birch@morganstanley.com, cohortium_meta_description=Connect with Margret Birch, a specialized Financial Advisor working with Morgan Stanley based in Illinois., associated_contact_record_id=147425145732, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20NOVEMBER%202025/10480_Birch_CEPA-Certificate-2025-November.pdf, is_editable=editable, url_slug_2=margret-birch, impersonate_user_url=https://exit-planning-institute.org/member-detail/margret-birch?impersonation=true, full_name=Margret Birch, hs_lastmodifieddate=1766029702696, phone=6304417435, company_name=Morgan Stanley, name=Margret, hs_object_id=41676932896, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=60516, status=Published, hs_updated_by_user_id=78050139}
- Advisor Type: Financial Advisor
- Website:
https:// - Phone: 6304417435
- City: Downers Grove
- State: Illinois
- Postal Code: 60516
- Country: United States
- Designations:
- Markets Served:
- Company Name: Morgan Stanley
