Phone:
(650) 234-5121(650) 234-5121
The Drake Group at Morgan Stanley
Direct:
(650) 234-5100(650) 234-5100
Our Mission Statement
With over a century of collective experience in financial services, our mission is to serve our clients with personalized strategies, transparent communication, and dedication to your unique goals. We aim to cultivate long-term financial success and confidence.
Our Story and Services
Improving peoples lives through successful investing.
One Firm. One team.
The Drake Group integrates over a century of experience and capability for a whole that is greater than the sum of its parts. Working together with clients, who aren't starting from scratch. They have ideas in mind, but know we can help them go further.
Our value is not just putting the pieces together, it's having the in-the-know vision to see something bigger and create new paths and opportunities aligned with your needs and priorities.
Our Purpose
- We know the power of working together and looking beyond the bounds of our personal experience; so we listen and collaborate with clients, and arrange and integrate the Firm around them.
- We center on our clients. Listening to, understanding and proactively creating strategies they trust to help meet their needs. Engaging on their terms—one-on-one. All so we can get them where they want to go.
- We do what’s right over what’s easy, in small and big ways.
- Deliver exceptional ideas.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
THE CFP® PROFESSIONAL
Through Kevin Hicks' previous experience as a Financial Planning Director, he comes with a unique skillset with years of experience in multi-generational planning, insurance, asset allocation, and portfolio management strategies, with a particular emphasis on retirement income planning.
Individuals certified by the CFP® Board have taken the extra step to demonstrate commitment and professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience, and ethical requirements. These four cornerstones set the foundation for the CFP® professional's ability in helping clients achieve their goals. The Drake Group's diverse skillsets can help clients navigate the complicated financial factors in their life.
LifeView - Intelligent Planning
LifeView is a suite of planning tools that includes goal-specific analysis that we can use with our clients to create a realistic, integrated strategy that incorporates the various aspects of an individual's financial life, including investments and cash management needs. Fill out the questionnaire to get started talking with us about creating a personalized strategy for your long-term goals.
Understanding Your Savings Vehicles
When it comes to retirement savings, the most important thing is to get started—after all, time is one of your greatest assets. Although retirement may seem far for some, it is essential to get started on planning for future living expenses, potential education funds, or travel costs. Let us help you educate on ways to grow and preserve your wealth.
Risk Management
Comprehensive risk estimation and reporting across a broad range of asset classes and security types, providing both an overview and a detailed view to better enable risk to be effectively monitored and managed.
Intelligent Withdrawals
Building wealth is a means to an end. Taxes can eat up a significant portion of your assets upon withdrawal. This is why it's vital to look at your entire portfolio and coordinate liquidation to help reduce the impact of taxes and potentially improve investment results.
Retirement Planning
It's important to determine how much money you may need to save for a comfortable retirement. Here are three strategies that can help you optimize your 401(k) plan.
Contact Us
Our team is easily accessible. If you are ready to develop a purposeful wealth plan which defines your money values, clarifies goals, and builds a roadmap forward, please contact our team today.
MARKET INSIGHTS & DIGITAL RESOURCES
Financial education leads to better insights into our investment strategy, and ultimately, better long-term decisions. We are committed to providing you with important information about managing your wealth more effectively in today's global markets. Here is a comprehensive suite of digital tools and resources, which provide some helpful perspectives on the economy, capital markets, and Morgan Stanley.
Stay informed about the latest market trends with our collection of articles and tools from leading financial experts.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Total Wealth View
Total Wealth View allows you and your advisor to view a complete financial picture of your investments to identify opportunities or risks across all your accounts. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Portfolio Risk Platform
Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio's exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
Thoughts on the Markets Podcast
Listen to detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
GIC On the Markets
The latest edition of "On the Markets," a monthly collection of the most timely research and strategy from Morgan Stanley & Co., Morgan Stanley Wealth Management and external partners.
Personal Finance
Learn how to manage your money wisely and achieve your financial goals with our collection of personal finance articles.
Spending & Budgeting Tool
Track spending habits and manage savings by using Morgan Stanley's Spending & Budgeting Tool. This tool helps advisors monitor client cash flows across both internal and external accounts.
Location
2882 Sand Hill Rd
Ste 200
Menlo Park, CA 94025
US
Direct:
(650) 234-5100(650) 234-5100
Meet The Drake Group
Phone:
(650) 234-5172(650) 234-5172
Maina Rodriguez
Assistant Vice President, Wealth Management Associate
Phone:
(650) 234-5129(650) 234-5129
Alex Argente
About Martin Drake
A 43-year veteran in the financial industry, Martin is a Northern California native who grew up on the Monterey Peninsula. Martin has resided in Portola Valley for the past 30 years with his wife Jane and Maverick their German Shepherd. Martin began his career in financial services in 1981, working on the floor of The Pacific Coast Stock Exchange, as a Financial Advisor with E.F. Hutton and UBS Financial Services before joining Smith Barney (a predecessor company of Morgan Stanley) in 2008.
Martin’s focus lies in a deep understanding of his clients’ investment objectives, portfolio management and proper asset allocation. While most of his clients are high net worth and ultra-high net worth investors, he has also provided investment advice to institutions, most notable endowments, corporations and non-profit organizations.
Martin is an Executive Director and currently a member of Morgan Stanleys prestigious Presidents Club, an elite group composed of the firms top financial advisors.
Martins’ hobbies are cooking, working in the garden and traveling. Martin is a past member of the Franklin Key and Kite Club and the Putnam Advisory Council.
Martin’s focus lies in a deep understanding of his clients’ investment objectives, portfolio management and proper asset allocation. While most of his clients are high net worth and ultra-high net worth investors, he has also provided investment advice to institutions, most notable endowments, corporations and non-profit organizations.
Martin is an Executive Director and currently a member of Morgan Stanleys prestigious Presidents Club, an elite group composed of the firms top financial advisors.
Martins’ hobbies are cooking, working in the garden and traveling. Martin is a past member of the Franklin Key and Kite Club and the Putnam Advisory Council.
Securities Agent: VT, GA, PA, CT, UT, ID, AZ, TX, NY, NV, NC, IL, FL, WA, CA, TN, MO, DC, NH, NE, MT, MI, MA, OR, CO, AR, VA, NM; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 1274648
NMLS#: 1274648
About Kevin P. Hicks
Hailing from Northern California and currently residing in San Francisco with his wife, Brittan, Kevin brings over 18 years of experience to the table. His journey in the financial industry began in 2006, where he worked at a boutique RIA firm in Marin. In 2008 he left to join Morgan Stanley in San Francisco and was subsequently recruited with his team to UBS in 2009. During his tenure at UBS, Kevin worked closely with high net worth families, helping them navigate the complexities of wealth management.
In 2021, Kevin made the move to Silicon Valley, joining Morgan Stanley as the Financial Planning Director. In this role he focused on retirement income planning, education funding, structures for charitable giving, estate planning, multi-generational planning, insurance, asset allocation, and portfolio management strategies. His experience and strategic insights were instrumental in assisting both the firm's advisors and their high and ultra-high net worth clients.
In January of 2024, Kevin transitioned to a new role as a Financial Advisor with The Drake Group. His approach revolves around comprehensive financial planning, ensuring that every decision is aligned with the client's best interests. Kevin is passionate about making sure that his clients are not just achieving their financial goals, but also doing so in a way that they understand and reflects their values and priorities.
Leveraging his extensive background and commitment to excellence, Kevin provides personalized financial strategies tailored to each client's unique circumstances and aspirations. He holds FINRA Series 7, 66, 31, 9, and 10 securities licenses, along with the Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) designations, demonstrating his dedication to meeting stringent education, testing, and experience requirements.
Outside of his professional life, Kevin enjoys spending time with family and friends, often exploring the great outdoors through travel, hiking, fishing, and other adventures.
In 2021, Kevin made the move to Silicon Valley, joining Morgan Stanley as the Financial Planning Director. In this role he focused on retirement income planning, education funding, structures for charitable giving, estate planning, multi-generational planning, insurance, asset allocation, and portfolio management strategies. His experience and strategic insights were instrumental in assisting both the firm's advisors and their high and ultra-high net worth clients.
In January of 2024, Kevin transitioned to a new role as a Financial Advisor with The Drake Group. His approach revolves around comprehensive financial planning, ensuring that every decision is aligned with the client's best interests. Kevin is passionate about making sure that his clients are not just achieving their financial goals, but also doing so in a way that they understand and reflects their values and priorities.
Leveraging his extensive background and commitment to excellence, Kevin provides personalized financial strategies tailored to each client's unique circumstances and aspirations. He holds FINRA Series 7, 66, 31, 9, and 10 securities licenses, along with the Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) designations, demonstrating his dedication to meeting stringent education, testing, and experience requirements.
Outside of his professional life, Kevin enjoys spending time with family and friends, often exploring the great outdoors through travel, hiking, fishing, and other adventures.
Securities Agent: NM, NJ, MT, AR, NE, MA, IL, OR, NV, NC, GA, CO, VT, CT, TX, NY, HI, FL, AZ, VA, OH, MO, MI, DC, WA, NH, ME, CA, UT, TN, PA, ID, WI; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2544910
CA Insurance License #: 4334995
NMLS#: 2544910
CA Insurance License #: 4334995
About Maina Rodriguez
Maina Rodriguez is a Wealth Management Associate with Morgan Stanley, Menlo Park. She started her career at the Pacific Coast Stock Exchange in the mid 80’s on the trading floor. From there she joined PaineWebber in San Mateo where she eventually became the Operations Manager. While working as the Operations Manager with PaineWebber Maina obtained her Series 7, 8 and 63 licenses. After a few years in management, she decided she wanted to be on the sales side of the business so she became a Registered Associate for PaineWebber in Menlo Park. PaineWebber was eventually bought out by UBS Financial Services. It was there that she began working with Martin Drake. She then worked to obtain the title of Assistant Vice President, Wealth Management Associate. Maina grew up in Pacifica and has lived in the San Francisco Peninsula all of her life. Maina resides with her husband Richard and two children Casey and Dakota. Maina is a huge animal lover who has two dogs and two cats.
About Alex Argente
Alex is the newest member of The Drake Group at Morgan Stanley. After graduating with a degree in philosophy, he gained experience in various industries, including healthcare, wine importing, and sell-side investment banking. His passion for client service and investment research led him to pursue a career in wealth management. Inspired by his colleagues and mentors, Alex is excited to make a positive impact on clients every day and further develop his expertise.
He holds FINRA Series 7 and 66 securities licenses and is currently pursuing the Certified Financial Planner (CFP®) designation through the UC Berkeley Extension Program.
In his free time, Alex enjoys surfing, cooking for friends and family, and is currently learning to sail.
He holds FINRA Series 7 and 66 securities licenses and is currently pursuing the Certified Financial Planner (CFP®) designation through the UC Berkeley Extension Program.
In his free time, Alex enjoys surfing, cooking for friends and family, and is currently learning to sail.
Contact Martin Drake
Contact Kevin P. Hicks
Wealth Management
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Portfolio Insights
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
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
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
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact The Drake Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
