Kevin Martin, CFP®
Managing Director, Private Wealth Management, Private Wealth Advisor, Senior Portfolio Manager
Phone:
(213) 486-8993(213) 486-8993
Morgan Stanley Private Wealth Management
The Martin Group
Our Mission Statement
The Martin Group at Morgan Stanley strives to deliver tailored wealth management strategies and execution that exceed the expectations of their unique clients.
Our Story
At the Martin Group, many of our clients initially come to us for our ability to develop and manage strategic portfolios that are tailored to their unique circumstances. However, unlike many Advisors, we look beyond the assets in your portfolio. What truly sets our group apart is our uncommon understanding of your financial motivations and the very important milestones that you want your wealth to accomplish. We’re proud and grateful for the depth of our relationships with our clients and, in many cases, for our role in extending clients’ wealth strategies across generations.
The Martin team has deep experience and relies upon best in class resources in structuring asset allocation, future cash flows, multi-generational estate planning, liquidity planning, inheritance, lending, and financial planning strategies. Each Martin Group client receives a financial plan that addresses their unique financial circumstances. The team’s clients reside in California, New York, New Jersey, Texas, Idaho, Washington, Arizona, Colorado, Washington DC, Oregon, Florida, Hawaii, Massachusetts, Nevada, Arkansas, and Illinois.
So, while clients may initially come to us for our portfolio management experience, they quickly appreciate how we bring experienced perspective and diligent execution to their family’s entire financial picture.
The Martin team has deep experience and relies upon best in class resources in structuring asset allocation, future cash flows, multi-generational estate planning, liquidity planning, inheritance, lending, and financial planning strategies. Each Martin Group client receives a financial plan that addresses their unique financial circumstances. The team’s clients reside in California, New York, New Jersey, Texas, Idaho, Washington, Arizona, Colorado, Washington DC, Oregon, Florida, Hawaii, Massachusetts, Nevada, Arkansas, and Illinois.
So, while clients may initially come to us for our portfolio management experience, they quickly appreciate how we bring experienced perspective and diligent execution to their family’s entire financial picture.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheckLink Opens in New Tab.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 300 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $775 billion in AUM1
- Comprising 25% of the Barron’s Top 100 Financial Advisors list for 2023
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2023
Source: Barron's.com (April 2023) 2023 Barron's Top 100 Financial Advisors awarded in 2023. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Our Detailed Process
Our process is disciplined, transparent and highly collaborative. We are dedicated to building a deep and lasting relationship with you based on trust and integrity.
1. Discover
We ask detailed questions about your financial experience, objectives and concerns. Our relationship begins with a thorough understanding of you - your needs, your lifestyle, and family, and your goals for the future.
2. Create
We work with you to formulate a plan to help you pursue the outcomes that you envision.
3. Act
Next, we can help you implement investment, retirement, trust services, cash management and insurance solutions suited to your needs.
4. Adjust
Achieving your goals requires vigilance and flexibility. We help you monitor your progress and make adjustments as life evolves, markets and tax laws shift, and priorities change.
Comprehensive Modern Wealth Management Tools
Our suite of digital tools are designed to help enhance every aspect of your financial life. Here are a few of the technologies we have to offer in order to help you manage your wealth more effectively.
Morgan Stanley Online
Morgan Stanley Online (MSO) has a variety of features beyond viewing your account balance such as linking external accounts, managing everyday finances, eAuthorization, and more.
Morgan Stanley Online
Total Wealth View
Total Wealth View gives you ability to view all of your assets and liabilities together, whether held at Morgan Stanley or elsewhere. This can further enable us to advise and manage, taking your entire financial picture into account.
Total Wealth View
Digital Vault
The Digital Vault on Morgan Stanley Online and the Mobile App allows you to build a central, shared document library where all documents are stored using encryption.
Digital Vault Video
eAuthorization
eAuthorization allows clients to electronically authorize domestic and international, one-time/recurring transactions through Morgan Stanley Online and the Morgan Stanley Mobile App.
Log into MSO to sign up for eAuthorizationResources
Whether it is staying up to date with the economy or preparing to file your taxes, it is important to have a deep understanding of the factors that affect your financial situation. Here you can find some useful information, forms, podcasts, and more.
On The Markets
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
On The Markets
The GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
The GIC Weekly
2022 Global Macro Outlook
The surge in global inflation has investors fretting about future growth, but Morgan Stanley economists say price surges will subside, making way for 4.7% global GDP growth in 2022. Here’s the view on the global economy.
2022 Global Macro OutlookLocation
444 South Flower St, 34th
Fl
Los Angeles, CA 90071
US
Direct:
(213) 486-8993(213) 486-8993
Fax:
(213) 784-5397(213) 784-5397
Meet The Martin Group
Andrew Archer, CFA
Vice President, Private Wealth Advisor, Family Wealth Director
Phone:
(213) 486-8994(213) 486-8994
Francis Malone
Financial Advisor
Phone:
(213) 486-8867(213) 486-8867
About Kevin Martin
Kevin Martin is an Managing Director and Private Wealth Advisor at Morgan Stanley. He has worked for 33 years in wealth management: Prior to joining Morgan Stanley in 2018, he worked at UBS (10 years) and Merrill Lynch (21 years). Kevin is a Certified Financial Planner (CFP). He graduated Cum Laude from UCLA where he completed the College Honors curriculum.
Kevin is actively involved in fundraising and he serves as a trustee of his local district’s educational foundation endowment. He is an avid outdoorsman who enjoys bicycling, backpacking, and camping. Kevin is married with two young boys and resides in La Canada Flintridge, Ca.
Kevin is actively involved in fundraising and he serves as a trustee of his local district’s educational foundation endowment. He is an avid outdoorsman who enjoys bicycling, backpacking, and camping. Kevin is married with two young boys and resides in La Canada Flintridge, Ca.
Securities Agent: KY, MI, DE, DC, WA, NV, NY, IL, FL, AR, CO, NJ, TX, MA, WI, OR, MD, HI, NC, ID, AZ, CT, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1819607
NMLS#: 1819607
About Andrew Archer
Andrew joined the Martin group in 2012 and he has worked the financial services industry for over 20 years. Prior to his tenure with the Martin Group, he worked as an investment analyst at UBS, where he supported the Los Angeles region. Andrew is a CFA charter holder, which is a rigorous designation that reflects a focus on investment portfolio performance and risk management strategies. Additionally, Andrew holds the title of Family Wealth Director, a Morgan Stanley designation awarded to professionals with comprehensive knowledge and experience in financial planning for ultra-high net worth families. The designation reflects significant experience in estate planning, business succession planning, control and restricted securities strategies, hedging and monetization, and lending.
Andrew graduated from UC Santa Barbara with a BS in Business Economics. He resides in La Canada Flintridge, Ca. and he enjoys golfing, traveling, and spending time with his wife and two children.
Andrew graduated from UC Santa Barbara with a BS in Business Economics. He resides in La Canada Flintridge, Ca. and he enjoys golfing, traveling, and spending time with his wife and two children.
Securities Agent: FL, KY, HI, DE, AR, TX, MD, CA, ID, NV, MI, CO, WI, IL, DC, CT, AZ, OR, NY, NJ, MA, WA, NC; General Securities Representative; Investment Advisor Representative
NMLS#: 1822012
CA Insurance License #: 0E23355
NMLS#: 1822012
CA Insurance License #: 0E23355
About Francis Malone
Frank Malone is a Financial Advisor with the Martin Group at Morgan Stanley. He graduated from Santa Clara University with a Bachelor of Science in Economics and a minor in Political Science and started his career working at startups in the tech sector for 6 years.
Having grown up in Palos Verdes, Frank is a southern California native. He currently resides in Mar Vista. In his free time, he enjoys snowboarding, golfing, and spending time with friends and family.
Having grown up in Palos Verdes, Frank is a southern California native. He currently resides in Mar Vista. In his free time, he enjoys snowboarding, golfing, and spending time with friends and family.
Securities Agent: LA, CO, IL, WI, TX, NV, MA, HI, DC, AZ, MD, ID, CT, WA, KY, CA, AR, FL, WV, NJ, MI, OR, NY, NC, DE; General Securities Representative; Investment Advisor Representative
About Renee Raver
Renee Raver is a Wealth Management Associate with The Martin Group at Morgan Stanley. Born in Hawaii, she grew up in Los Angeles and graduated from UC Irvine with a Bachelor of Science in Applied Ecology. She is a CFP® practitioner. Renee has been in the financial services industry for sixteen years, beginning her career at UBS Financial Services in New York City and has been a member of The Martin Group since 2016.
Renee resides in Los Angeles with her husband and two dogs. In her free time, she enjoys staying fit, traveling internationally, and trying new restaurants.
Renee resides in Los Angeles with her husband and two dogs. In her free time, she enjoys staying fit, traveling internationally, and trying new restaurants.
About Nancy Molina
Nancy Molina is a Senior Registered Associate with The Martin Group at Morgan Stanley. She has worked in wealth management for 19 years with experience in operations, compliance, and client service. Prior to joining The Martin Group in 2018 she worked at JPMorgan Securities, Wachovia Securities, and UBS Financial Services.
Nancy was born and raised in Southern California and has a Bachelor of Arts in Journalism. She is an adventure seeker who stays active by backpacking, traveling, and riding her motorcycle.
Nancy was born and raised in Southern California and has a Bachelor of Arts in Journalism. She is an adventure seeker who stays active by backpacking, traveling, and riding her motorcycle.
About Julie Le
Julie Le is a Registered Client Service Associate with The Martin Group at Morgan Stanley. She recently graduated from UCLA with a Bachelor of Arts in Business Economics and a minor in Accounting.
Julie currently resides in Los Angeles, and enjoys running, traveling, going to concerts, and spending time with family and friends.
Julie currently resides in Los Angeles, and enjoys running, traveling, going to concerts, and spending time with family and friends.
Contact Kevin Martin
Contact Andrew Archer
Contact Francis Malone
Wealth Management
Global Investment Office
Portfolio Insights
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
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.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website 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 may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
See the Financial Advisors Biographies for Registration and Licensing information.
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.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards DisclosuresLink Opens in New Tab
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website 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 may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
See the Financial Advisors Biographies for Registration and Licensing information.
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.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards DisclosuresLink Opens in New Tab
CRC 6295606 (3/2024)
