OUR MISSION STATEMENT
Providing exceptional financial stewardship so you can spend your valuable time focused on what brings joy and meaning to your life.
Providing exceptional financial stewardship so you can spend your valuable time focused on what brings joy and meaning to your life.
With more than 52 years of combined investment experience* and over $1.2 billion ** in assets under management, our team takes tremendous pride in helping you use your wealth to achieve what is most important to you.
That may mean providing an education to children and grandchildren, buying a vacation home, meeting the special needs of a family member, retiring ten years early — the list is endless, and the decision is uniquely your own.
Together, we will explore your aspirations and the life you envision. We will work with you to translate your goals into a specific investment objective and personalized investment strategy. And then, drawing on the team’s experience and resources of one of the world’s largest financial firms, we will structure a portfolio for you to help bring you closer to your definition of investment success.
In short, your goals become our focus, and working towards them becomes a commitment that we share. We find tremendous joy in our daily work and with the people we are honored to serve.
Welcome to The Oaks Group at Morgan Stanley.
* Barry Garapedian 36yrs, Seth Haye 14yrs and Carlos Garcia 2yrs investment experience
** As of January, 2019
Our Consultative Process
Charting a prudent course to financial independence requires a well-conceived, personalized plan with defined long-term goals. Our wealth advisory consultative process can help you design a cohesive plan for the future that includes:
We will begin by exploring many questions to try to capture what matters most to you and fully understand what you want to accomplish with your wealth. We will talk about you, the kind of lifestyle you enjoy, what worries you and what you are passionate about.
2 Analysis and recommendation
Based on our discussion, the team will analyze your personal and financial information, including liabilities, and assess risks and identify potential threats to your financial health. We will present you with a personalized plan.
After you have approved your wealth plan, we will work closely with you to implement it, bringing an objective approach, and paying special attention to how the various parts of your plan can affect, enhance and integrate with each other. Whatever approach we decide on, the team will help you keep your investments on track.
4 Reviewing objectives
We believe that ongoing communication is a vital component of our ongoing relationship, and we are committed to keeping abreast of your changing financial needs. Your financial documents provide the foundation for regular meetings, and the team will review your portfolio at your request and whenever you feel that your circumstances have changed.
Barry Garapedian is the founding partner of the Oaks Group and Managing Director at Morgan Stanley. Barry's career with Morgan Stanley began in 1982. His professional passion is helping clients make smart choices, seeking to enable them to surpass financial goals while finding fulfillment in all areas of life.
In 2017 and 2015, Barry was named by the Financial Times as one of the Top 400 Financial Advisors in America.
In 2014, Barry was named by Barron's as one of the Top 100 Financial Advisors in California.
For the past 23 consecutive years Barry has also received Morgan Stanley's highest national honor, a membership to the Chairman's Club.
One of Barry's favorite passions is mentoring college students during their transition from college to the business world. He currently serves as a career coach at Pepperdine University and has mentored more than 135 students in recent years. Additionally, Barry is invited to speak regularly at Pepperdine on various motivational and life skill topics. His other philanthropic involvements include serving as a board member of the Pomegranate Foundation, and the Cancer Support Community Valley/ Ventura/Santa Barbara and as past president of the Pepperdine Crest Associates Executive Board.
Barry graduated from the University of Southern California with a degree in public administration. Shortly thereafter he met his wife of 36 years, Sharon. They have two children, Melissa and Scotland.
Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IN, KS, KY, LA, MD, MI, MN, ND, NM, NV, NY, OH, OK, PA, RI, TX, UT, VA, WA; General Securities Representative; Investment Advisor Representative; Managed Futures
Seth Haye is an Executive Director and Portfolio Management Director at Morgan Stanley, and a senior partner of The Oaks Group at Morgan Stanley. Seth provides leadership and guidance regarding all financial matters that impact the lives of his clients. Seth’s role as a financial advisor with Morgan Stanley began in 2004.
In 2018, Seth made the inaugural list of Forbes Best-In-State Financial Advisors. In 2017 and 2018, Seth was named to the Forbes list of America's Top Next Generation Wealth Advisors. Forbes ranked Seth #16 (out of the top 500) in America and #2 in California for 2017 and #11 (out of the top 1,000) in America for 2018.
In 2018, 2017 and 2016 Seth was named in the Top 40 Under 40 by On Wall Street. The list ranks financial advisors from all major investment firms in America. Seth ranked #40 on this prestigious list in 2016, jumped to #20 in 2017 and most recently he has been ranked #13.
In 2016 Seth was also honored to be named to Pepperdine University’s inaugural Top 40 Under 40 list and he received the University's Young Alumni Award in 2012. In 2015 he was named by the Financial Times as one of the Top 400 Financial Advisors in America.
Seth has been married to his high school sweetheart, Jolyn, for 17 years. The couple met in Seattle and both attended Pepperdine. They were engaged while spending an academic year in Florence, Italy and now live with their two children in Westlake Village, California.
Seth and Jolyn are involved with multiple boards and organizations both domestically and abroad. Seth serves on the Board of Regents at Pepperdine University. The couple recently funded an endowed scholarship for Christian leaders at Pepperdine. Other philanthropic passions include helping several organizations that support foster youth, fighting against human trafficking, and funding clean water wells in third world countries. The Haye family has been actively involved in their community church for over twenty years.
Securities Agent: AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TX, UT, VA, WA; General Securities Representative; Investment Advisor Representative; Managed Futures
Carlos joined Morgan Stanley in 2016, after nearly 30 years with Hilton Hotels Corporation in various managerial roles including Senior Vice President – Operations Finance, where he was responsible for approximately 350 hotel’s financial performance across North America, South America, Canada and Hawaii. He is recognized for being results driven and building strong relationships based on trust and integrity.
Carlos enjoys working with individuals and families in assisting them to address their financial goals and needs. As a result of Carlos’ unique corporate background, he is able to provide leadership to families in guiding their big-picture vision while simultaneously paying close attention to all of the details along the way.
Carlos was born in Cuba and moved to the United States with his family in 1965, settling in Tarrytown, New York. Carlos has been married to his high school sweetheart, Terri, for 36 years. They live in Westlake Village, California along with their two dog rescues, Frankie and Jesse. Carlos and Terri support numerous charities and organizations in their community. Terri recently served on the Board of Directors for Paw Works, an animal rescue non-profit organization in Ventura County, California. Carlos recently served multiple terms on the Board of Directors at North Ranch Country Club, serving as the club’s treasurer. Carlos loves the game of golf and remains an active member.
Securities Agent: AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TX, UT, VA, WA; General Securities Representative; Investment Advisor Representative
Clint is a Consulting Group Analyst. His responsibilities include investment analysis, trading, retirement planning and project management. He earned his B.S. Business Economics degree from Saint Mary's College of California. He is Series 7, 63 and 65 licensed.
Elisa is Assistant Vice President and Relationship Manager. She began her career with Morgan Stanley in 1986. She has responsibilities for client administration, client communications and trading. She has her BA - Liberal Studies from Cal State University in Northridge, California. She is Series 7, 63 and 65 licensed.
Elisa enjoys traveling, reading a good book, spending time with her adult children and dogs.
Stephanie is a senior registered client services associate. She began her career with Morgan Stanley in 2008. She is series 7 and 66 licensed. She earned her BA - Sociology Specialization in Business Administration from UCLA.
Stephanie enjoys hiking and the great outdoors with her husband, daughters and two dogs.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
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