Peter Berman, Executive Director, Financial Advisor at Morgan Stanley

Home
United States
Gig Harbor, WA
Peter Berman, Executive Director, Financial Advisor at Morgan Stanley

Call Directions Website Contact the business

I harness Morgan Stanley's global resources and intellectual capital to help create a financial strategy that works for you. NMLS #: 1253036

10/30/2026

AI's next big breakthrough in health care may have less to do with discovering new drugs and more to do with delivering better care

players.brightcove.net

10/28/2026

Rising equity markets and home prices have created a wealth effect that has boosted US consumer spending and the economy. But looking ahead, how secure are household balance sheets?

players.brightcove.net

10/22/2026

One of the most common planning challenges isn't deciding whether a goal is important.

It's deciding how to prepare for it.

Money needed in the near term may have different priorities than money intended for retirement or other long-term goals.

That's where understanding the difference between saving and investing becomes important.

I'm sharing a simple breakdown of where each approach may fit

morganstanley.com

10/16/2026

Direct indexing can put index dispersion to work through loss harvesting, while offering flexibility to customize exposures around an investor's circumstances.

brightcove.net

10/14/2026

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key topics in markets, plus potential risks and opportunities for investors. Learn more here:

brightcove.net

10/09/2026

Here are a few simple, real-world tips that can make your family harder to target online from Rachel Wilson, Wealth Management Chief Data Officer—who happens to be a mom herself. If you want to talk through any of the cybersecurity tips, I'm always here.

10/06/2026

The AI era is moving into the physical world—and Morgan Stanley Research is helping investors understand what comes next.

In The Robot Almanac, Morgan Stanley's new 8-part video series, we explore robotics, physical AI, and the market forces that could reshape the global economy. Our forecast: the AI robotics market could reach $25 trillion in annual product revenues by 2050.

Watch the first episode: https://livesocial.seismic.com/aCAabO

These trends raise important questions for portfolios and long-term investment strategy. Are you ready? Let's talk about what this next wave of innovation could mean for you.

09/07/2026

Today, we honor the contributions and achievements of laborers in the United States

08/25/2026

Is the AI theme evolving for investors? Our chief strategist discusses why separating excitement from economics may matter for portfolios

morganstanley.com

08/20/2026

From his early days in the NFL to life beyond the game, NFL Pro Hall of Famer Larry Fitzgerald Jr. knows what it takes to build a successful career and the team to support it. Larry shares his lessons on planning, discipline and legacy, and how you can use them to build your future. If you're thinking about your next steps, let's talk.

Address

2727 Hollycroft Street Ste. 330
Gig Harbor, WA
98335

Telephone

+12538581222

Website

http://fa.morganstanley.com/smalleyberman/

Alerts

Be the first to know and let us send you an email when Peter Berman, Executive Director, Financial Advisor at Morgan Stanley posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.