Going the Extra Mile

The Peninsula Group’s financial advisors turn the spotlight on their clients’ goals.

  • Category
    Advertorials
  • Written by
    Laura L. Watts
  • Photographed by
    Siri Berting


  • Above
    L to R: Hilary Ockey, Senior Registered Client Service Associate; Kevin Ou, Senior Vice President/Financial Advisor; Devon Silber, Financial Planning Specialist/Financial Advisor; Michael Baghramian, Senior Vice President/Financial Advisor

It’s all about you and your goals. Focusing on every aspect of your financial world, The Peninsula Group at Morgan Stanley thrives on helping you achieve your dreams—whether lofty and long-term or focused and immediate.

“Our clients face daily decisions about immediate needs, longer-term objectives and aspirations for future generations,” says senior vice president Kevin Ou. “We provide a solid plan to help them pursue what is possible today, plan for life’s uncertainties and preserve wealth for generations to come.”

Kevin began his financial career in 2007 and is a senior portfolio management director for The Peninsula Group. He was named to Forbes’ 2022 Best-In-State Wealth Advisors list, 2019 Best-In-State Next Gen list and Morgan Stanley’s Master’s Club in 2021 and Century Club in 2020—elite groups composed of the firm’s top financial advisors.

The Peninsula Group believes that the most successful wealth management strategies encompass all aspects of their clients’ lives. “Building and maintaining wealth goes beyond numbers and investments. Your wealth strategy should be tailored to address the personal life goals you’ve identified and prioritized,” says senior vice president Michael Baghramian, who met Kevin during their early days working with Morgan Stanley.

Michael is a lending specialist and an executive financial services director. He was named to Forbes’ Top Next-Gen Wealth Advisors in 2018 and 2021, and Best-In-State Next-Gen Wealth Advisors in 2019 and 2022. He was also part of Morgan Stanley’s Century Club in 2021.

Reaching goals often involves going beyond investment advice, and Kevin and Michael and their team provide a wide array of services customized to help clients do just that, including insurance, philanthropy, business planning, and cash flow and liabilities strategies.

When clients first work with The Peninsula Group, they meet with the team to comprehensively explore their financial goals. The discussion can include sensitive topics, like children, personal relationships, health issues, legal and philanthropic matters, with an optional review of their estate plan, liabilities, insurance policies and budgeting/cash management needs. Then a written financial plan is developed that incorporates these goals and an investment strategy designed to produce optimal portfolio performance.

For more than 85 years, Morgan Stanley has worked to help families around the world achieve their financial goals and is committed to five core values: put clients first, do the right thing, lead with exceptional ideas, commit to diversity and inclusion, and give back.


The Peninsula Group at Morgan Stanley

6700 E. Pacific Coast Highway, Suite 110, Long Beach

562-901-4331  |  advisor.morganstanley.com/the-peninsula-group

 

Disclaimer: Morgan Stanley Smith Barney LLC 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 visit us at morganstanleyindividual.com or consult with your Financial Advisor to understand these differences. Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates. 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. 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. Morgan Stanley Smith Barney LLC. Member SIPC. CRC 4954017 09/22

Source: Forbes.com (2022).  Forbes Best-In- State Wealth Advisors ranking awarded in 2022. Each ranking was based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher). This evaluation process concluded in June of the previous year the award was issued having commenced in  June of the year before that. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC 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 SHOOK Research LLC 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 SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com
©2022 Morgan Stanley Smith Barney LLC. Member SIPC.

Source: Forbes.com (2022).  Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-In-State ranking awarded in 2022. Each ranking was based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher).  This evaluation process concluded in March of the year the award was issued having commenced in March of the previous year. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ratings. These rankings are 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 SHOOK Research LLC and these rankings may not be representative of any one client’s experience.  These rankings are not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research or Forbes. For more information, see www.SHOOKresearch.com.  
©2022 Morgan Stanley Smith Barney LLC. Member SIPC.

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