Peter Berman, Executive Director, Financial Advisor at Morgan Stanley

05/12/2026

A reminder I share often: avoid clicking unexpected links, downloading attachments, or scanning QR codes from unsolicited messages—even when they appear urgent or "official." Improve your cybersecurity by following this checklist, and please reach out if you'd like help getting started.

morganstanley.com

05/10/2026

Happy Mother's Day! Celebrating all the wonderful mothers and mother figures.

05/10/2026

Wishing everyone a peaceful and meaningful Mother's Day. Today is an opportunity to recognize and appreciate mothers, as well as all mother figures and caregivers who provide guidance, support, and care in so many ways.

We also want to acknowledge that this day can be difficult for those who have lost a mother or a mother figure, or for anyone for whom Mother's Day carries complex emotions. Please know we are thinking of you as well.

04/29/2026

I'm proud to share that I have been named to the 2026 Forbes ranking of Best-In-State Wealth Advisors. Thank you to my amazing clients who helped make this recognition possible. It's an honor to be recognized among this exceptional group of my colleagues.

Source: Forbes (Awarded April 2026) Data compiled by SHOOK Research LLC based for the period 6/30/24–6/30/25. https://livesocial.seismic.com/aARqos

01/27/2026

As the market fluctuates, it's easy to feel uncertain. This article shares five strategies that can help you navigate through the turbulence.

morganstanley.com

01/20/2026

Earn up to 3.90% Annual Percentage Yield with Morgan Stanley's Preferred Certificate of Deposit (CD) for eligible brokerage account holders. This competitive, limited-time offer is available until February 3, 2026. https://livesocial.seismic.com/ac2jWw

01/19/2026

Today, as we honor Martin Luther King Jr. Day, we reflect on the enduring legacy of a leader who championed equality, justice, and peace. May today be a reminder of his mission and an opportunity for reflection.

01/14/2026

How could the U.S. intervention in Venezuela impact financial markets and your portfolio? Morgan Stanley's research team shares timely insight here:

morganstanley.com

01/06/2026

Whether you're looking to optimize your wealth or establish a strong foundation for the future, my goal is to help you approach your finances with confidence and set the stage for a successful 2026. Join Morgan Stanley on January 12 for "Money Mindset Reset - The Power of Financial Planning" to help you clarify your financial priorities, identify spending patterns and explore strategies for managing income, expenses and savings. https://livesocial.seismic.com/aF42PP

12/12/2025

Morgan Stanley clients with eligible brokerage accounts can now earn up to 4.02% Annual Percentage Yield on our Preferred Certificate of Deposit (CD). Check out the competitive limited time offer available until 1/6/26. https://livesocial.seismic.com/aC1Fo_