Biography

Barak Raviv currently serves as Senior Vice President and Portfolio Management Director at Morgan Stanley in Beverly Hills. In 18 years, he has risen through the ranks of the industry and has become a leader in financial services for high net worth individuals. Focusing on customized portfolio solutions, Barak identifies each client’s investment profile and risk tolerance, then helps create a strategy for pursuing their long term objectives. Along the way, Barak has been an active philanthropist, supporting a wide range of causes in service to the community through the Barak Raviv Foundation. Today he serves as Chair of the Advisory Council for Shaare Zedek Medical Center in Jerusalem. Previously, Barak served as the Western Region President of Magen David Adom, Israel’s equivalent of the Red Cross. During the 2006 Lebanon War, he coordinated the purchase of a Mobile Intensive Care Unit, and has since shipped two more ambulances to Israel. Barak has partnered with the National Marrow Donor Program to organize bone marrow drives at community festivals, adding new potential donors to the national registry. A licensed pilot for almost 20 years, Barak is a Mission Command Pilot for Angel Flight West, providing air transportation for passengers with critical healthcare needs. In his spare time, Barak enjoys sports and fitness activities, and often flies his Cirrus aircraft on beautiful Southern California weekends. Originally from New York, Barak lived in Israel for six years before moving to Los Angeles at the age of nine. Barak attended UCLA, earning his Bachelor’s degree in Communications with a Specialization in Business Administration.Visit my team website: https://fa.morganstanley.com/thebelairgroup/index.htm
Services Include
  • Financial Planning1
  • Asset Management2
  • Lending Products
  • Long Term Care Insurance3
  • Estate Planning Strategies4
  • Philanthropic Services
  • Sustainable Investing5
  • LGBT Planning Services
  • Endowments and Foundations6
  • Structured Products7
  • Trust Accounts8
  • Wealth Consulting
Securities Agent: TX, CA, WA, SC, PA, OH, NY, NV, NJ, NC, MI, MA, IN, IL, GA, FL, DC, CO, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 558837
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Experience

2014 - Present: Morgan Stanley
Senior Vice President
Portfolio Management Director
Financial Advisor

2009 - 2014: Merrill Lynch
Senior Vice President
Senior Portfolio Manager
Financial Advisor

2001 - 2009: UBS Financial Services
First Vice President
Financial Advisor

    Community Involvement

    Barak currently serves as a Co-Vice President of the North American Conference on Ethiopian Jewry, sponsoring two annual college scholarships, and has long been passionate about fighting hunger and disease in developing countries. In 2008, he visited the NACOEJ compound in Gondar and performed charity work. That same year, he sponsored the construction of a water-well for a school district in sub-Saharan Africa. A project of the Jewish Federation and the Joint Distribution Committee, the well today provides a local Ethiopian community with access to clean drinking water.

    Barak has been involved with the Jewish Federation and served as Chair of the Finance & Investment Division. In 2013, Barak became one of the youngest members of AIPAC's Tomorrow Campaign with a legacy gift for Israel's future. Today he serves on the Board of Governors of City of Hope, as well as on the boards of the Israeli American Council, Jewish Life Television, and the Keshet Chaim Dance Ensemble. He is passionate about giving back and takes pride in his service to the community.

      Associations

      • Sheba Medical Center
      • AngelFlightWest
      • Barak Raviv Foundation
      • American Committee for Shaare Zedek Medical Center
      • American Technion Society
      • StandWithUs
      • Keshet Chaim Dance Ensemble
      • North American Council on Ethiopian Jewry

      Education

      • UCLA - Specialization in Business Administration
      • Series 7- General Securities Representative Series
      • 66 - Combined Investment Advisory Agent & Uniform State Exam
      • UCLA - Bachelor of Arts Degree, Communication Studies

      Location

      9665 Wilshire Blvd
      Ste 600
      Beverly Hills, CA 90212
      US
      Direct:
      (310) 285-4935(310) 285-4935
      Fax:
      (323) 476-0190(323) 476-0190
      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
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      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
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      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
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      Business Planning

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      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
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      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
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      Ready to start a conversation? Contact Barak Raviv today.
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      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.

      3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      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.

      5The 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.

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      7Structured Investments are complex and not suitable for all investors, and there is no assurance that a strategy of using structured product for wealth preservation, yield enhancement, and/or interest rate risk hedging will meet its objectives.

      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.

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