Our Story and Services

The Hagy Group at Morgan Stanley is a multi-generational team dedicated to helping their clients achieve financial success.

The Hagy Group combines the wisdom of experience and the understanding of two generations. Steve Hagy has been in the financial industry for over 27 years, gaining experience and helping clients manage portfolios through several different market cycles. John Hagy, a millennial early in his career, knows first-hand the challenges of planning, setting goals and the financial concerns millennials face. Together they work to help a broad spectrum of clients reach their goals and achieve tangible results.

The Hagy Group is unique because their clients are able to establish a personal relationship with a Morgan Stanley Portfolio Management Director. With a portfolio manager empowered to implement portfolio investment decisions on your behalf, you have the satisfaction of knowing your account is being actively managed on a fully discretionary fee basis. Leveraging the global resources of Morgan Stanley, the Hagy Group is continuously working to ensure your portfolio stays on track.

Steve and John believe there are no substitutes for hard work and approach each day with enthusiasm for the unique opportunities and challenges presented by the capital markets. With a disciplined and transparent approach to managing your portfolio, each client relationship is treated with care, consideration and clear lines of communication.
Services Include
  • 401(k) Rollovers
  • Alternative Investments1
  • Cash Management2
  • Professional Portfolio Management3
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Financial Planning Tools

Our integrated platform ties goals to implementation, leveraging the intellectual capital and sophisticated institutional capabilities of Morgan Stanley.
  • LifeView
    Your wealth strategy doesn’t just consider your investment objectives. Rather, it is tailored to address the personal life goals you’ve identified and prioritized. Using our suite of tools — our LifeView® platform — we can create your personal roadmap to help achieve and protect your goals — a framework that makes the connection between your life goals and your financial resources, and provides a baseline for future discussions.

    ADDRESSING ALL OF YOUR GOALS

    LifeView helps us to:

    Analyze your current investments, and financial situation
    Review and prioritize your goals with you, such as Retirement, Education funding, Major purchases and philanthropic goals
    Protect your goals
    Develop wealth transfer strategies

A Focused Approach to Investments

Your Portfolio Manager works closely with you to understand your needs while maintaining the focus and discipline necessary to guide your portfolio in the most challenging market cycles. A disciplined four-step investment process underpins the program and helps to develop a long-term perspective about building and managing wealth.


The Portfolio Management program’s four-step process helps you develop a long-term perspective about your investments. Your Portfolio Manager will:

    Location

    21650 Oxnard St
    Ste 1800
    Woodland Hills, CA 91367
    US
    Direct:
    (818) 713-4761(818) 713-4761
    Toll-Free:
    (800) 755-2550(800) 755-2550

    Meet The Hagy Group

    Photo of Brittney Barnum

    Brittney Barnum

    Registered Associate

    About Me

    Steve Hagy is a Senior Vice President, Financial Advisor and Portfolio Management Director with Morgan Stanley Wealth Management. As a member of the Portfolio Management Group, he is part of a select group of Morgan Stanley Financial Advisors who provide fully discretionary portfolio management solutions for their clientele.
    Steve has access to the firm’s most advanced portfolio management and trading technology, which allows him to act quickly on investment decisions; a crucial factor in today’s fast paced markets. The portfolios he manages are highly diversified across various economic sectors and often include exposure to international developed and emerging markets. Leveraging the finest intellectual capital of Morgan Stanley, Steve’s portfolio management process exhibits a high correlation with analysts top picks and is directionally consistent with the strategy, macro themes and sector preferences of the Morgan Stanley Global Investment Committee.
    Married for over 34 years, Steve and his wife Aileen have raised three wonderful children. In his spare time, Steve enjoys golf, fishing, backpacking, traveling and spending time with family, friends and his grandchildren. 


    Professional Details
    Experience
    27 years of experience as a Portfolio Manager- Morgan Stanley, UBS and PaineWebber
    10 years in Physician Practice Management Industry
    Education
    Bachelor of Science Degree in Business Administration, University of Southern California
    Licensing
    Series 7 General Securities Representative
    Series 63 Uniform Securities Agent
    Series 65 Investment Advisor Representative
    Securities Agent: TX, CA, WA, VA, TN, SD, PA, NY, NV, NM, NJ, NC, MN, MI, MA, IL, ID, HI, GA, DE, DC, CO, AZ, AR; General Securities Representative; Investment Advisor Representative
    NMLS#: 1367413

    About Me

    John Hagy is a Financial Advisor at Morgan Stanley Wealth Management in Woodland Hills. Growing up around the financial services industry, it was natural for John to follow in his father‘s footsteps and become an Advisor. 
    John has seen firsthand how Financial Advisors positively impact individuals and families ability to reach their financial goals. He believes that each and every person deserves good advice that adapts to their financial situation and life stage. John particularly enjoys working with professional athletes and real estate agents having personal ties to both. He has a unique insight to financial planning and utilizes the Goals Planning System, which is proprietary to Morgan Stanley. The Portfolio Management Group Platform is used to implement investment solutions which John believes best serves his clients portfolio management objectives. 
    John graduated from Chapman University with a degree in Political Science with a minor in History.  He is involved in his local community and has previously served the Centennial Guild, a foundation close to his heart, which aids Children’s Hospital Los Angeles.  John is an avid sports fan and enjoys backpacking, snowboarding and Racing Cars.
    Professional Details
    Education
    Chapman University, Political Science with a Minor in History
    Licensing
    Series 7- General Securities Registered Representative
    Series 66 Uniform Combined Securities Representative
    Associations
    Serves Centennial Guild in support of Children’s Hospital Los Angeles
    Securities Agent: CA, WA, VA, TX, TN, SD, PA, NY, NV, NM, NJ, NC, MN, MI, MA, IL, ID, HI, GA, DE, DC, CO, AZ, AR; General Securities Representative; Investment Advisor Representative
    NMLS#: 1809641

    About Me

    Brittney works closely with The Hagy Group and their clients to ensure the successful completion of all transactions, paperwork, communications and operational details.Before joining Morgan Stanley, Brittney spent more than 9 years in private banking with JPMorgan Chase, working with wealthy individuals and small businesses.Brittney is a graduate of California Lutheran University, and also attended the University of California, Santa Barbara.A native of Seattle, Brittney lives in Camarillo with her husband, son and daughter. 
    Investment and Market Perspectives

    On the Markets

    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
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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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    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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    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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    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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    Ready to start a conversation? Contact The Hagy Group today.
    Market Information Delayed 20 Minutes
    1Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

    2Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

    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 suitable 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.

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


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