Susan Jacobs Berman Financial Advisor at Morgan Stanley

12/18/2025

Warm wishes for a joyful and peaceful holiday season filled with cheer.

12/10/2025

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/abqBqj

12/04/2025

What could the year ahead look like for investors? Join Morgan Stanley Wealth Management on Tuesday, December 9 for a timely conversation about the economy and markets in 2026. Register here: https://livesocial.seismic.com/aBs0JZ

11/05/2025

Morgan Stanley announced plans to acquire EquityZen, a leading private shares marketplace. This exciting acquisition will expand investing access to our Morgan Stanley Wealth Management clients and will offer additional liquidity options for our Morgan Stanley at Work clients and participants. Learn more: https://livesocial.seismic.com/aHinZP

10/29/2025

Deciding when to claim Social Security can significantly impact your retirement income. Learn how to help maximize your benefits:
https://livesocial.seismic.com/aW6xN4

10/17/2025

How do you stay safe from cyber threats in the age of AI? In recognition of Cybersecurity Awareness Month, join Morgan Stanley's cybersecurity leaders on Tuesday, October 28 to learn essential strategies to protect yourself.

Register here: https://livesocial.seismic.com/anFXBt

07/31/2025

Our U.S. Media & Entertainment Analyst Benjamin Swinburne discusses how GenAI is transforming content creation, distribution and also raising some serious ethical questions. Listen below and let me know what you think.

apple.com

07/23/2025

Morgan Stanley clients with eligible brokerage accounts can now earn up to 4.41% Annual Percentage Yield on our 11-month Preferred Certificate of Deposit (CD). Learn more and contact me to take advantage of this competitive limited time offer available until 8/19/2025: https://livesocial.seismic.com/aI7Nej

06/19/2025

This fascinating video from Morgan Stanley Research shows how embodied AI is set to transform the global economy, from autonomous vehicles to humanoid robots. Reach out if you'd like to learn more.
https://www.morganstanley.com/insights/videos/humanoid-robots-adam-jonas-wealth-management?ET_MID=noloc&ET_MID=nomsai

04/15/2025

In honor of National Art Day, here's one of my favorite paintings!

04/10/2025

Happy National Pet Day! Today we celebrate the pets that bring us joy and love.

04/02/2025

Given uncertainty over tariff negotiations, corporations are considering a variety of strategies to mitigate their impact. Find out more in On the Markets.

morganstanley.com