Elizabeth Peterson, CFP, Financial Advisor at Morgan Stanley

04/10/2026

Morgan Stanley's Portfolio Risk Platform helps us understand risks, hypothetically stress test your portfolio, and see how potential changes will impact the risk you're taking. Let's connect and discuss if it's time for a portfolio review and risk report. https://livesocial.seismic.com/r2MW3

01/22/2026

Explore the trends and opportunities shaping alternative investments with Morgan Stanley Wealth Management's new video series, "The Alts Report." In this episode, hear from Jed Finn, Head of Morgan Stanley Wealth Management, and Marc Rowan, CEO of Apollo Global Management, as they explore the changing landscape of private markets, the innovative vehicles that are expanding access and what the rapid innovation can mean for investors. See the full video: https://livesocial.seismic.com/98DYq

01/09/2026

How may the One Big Beautiful Bill Act impact your 2026 financial plan? Join Morgan Stanley Wealth Management on Tuesday, January 20 for insights into what it could mean for the tax and financial planning landscape. Register here: https://livesocial.seismic.com/a6Q6Tz

07/08/2025

Cryptocurrency scams are becoming more sophisticated by the day. Discover strategies to identify common scams and safeguard your assets. https://livesocial.seismic.com/a3eKhB

06/24/2025

Big personal + professional milestone:
I'm proud to share that I've officially earned the Certified Investment Management Analyst® (CIMA®) designation!

This wasn't just another credential - it was a goal I've had since 2011. After 220 hours of study through the University of Chicago Booth School of Business (January to May), I sat for the exam and passed on my first attempt.

There were definitely moments I wondered if I had signed up for some kind of self-inflicted academic bootcamp - because the content was intense. But I kept pushing, driven by my desire to be among the most experienced and educated advisors in the market.

What helped? An incredible study group of four other smart, driven women advisors. I pulled us together, but they committed 100% and kept me going. I'm deeply grateful for the support (and caffeine!) that helped make this happen.

Now that it's done, I'm proud and relieved. And I'm excited to apply what I've learned- especially nuanced knowledge around manager performance and how to make economic insight feel clear for my clients.



Advisor

06/17/2025

Wrapped up a great week at the 2025 Morgan Stanley APIC Conference in Palm Beach, Florida! Those of us whom are members of the financial advisor only group known as Association of Professional Investment Consultants strive to achieve designations specific to our field to improve clients' financial outcomes. As peers we collaborate on fresh ideas as well as share learning.

We kicked things off with a dinner alongside our valued partners from NY home office and other Washington State advisors. My second photo was taken with advisors from TX, NJ, and NC during time allotted for impactful conversations and connecting, which we call SocialNetwork.

While I didn't take the stage this year, I was proud to continue serving on the APIC board and helped shape one of this conference's offerings on marketing in a compliant and client-centric way.

Grateful for this community and the continued opportunity to learn from and growth with such dedicated professionals.
Advisors Growth

05/13/2025

Markets seem to have moved on from tariff worries to hoping for positive catalysts. Tax reform, deregulation and improved growth prospects may help the bullish thesis, but success will require more than hope.

brightcove.net

05/06/2025

May is Disability Insurance Awareness Month. Are you prepared for the unexpected? Protect your income with the right coverage. https://livesocial.seismic.com/arv5cr

04/30/2025

Market volatility has eased a bit, but investor anxiety remains. Here's why resolution of tariff uncertainties alone may not be enough to catalyze a new bull market.

brightcove.net

04/22/2025

What does President Trump's first 100 days in office mean for the economy and the markets moving forward? Join Morgan Stanley thought leaders on Thursday, April 24 to hear about possible implications for investors. Register here: https://livesocial.seismic.com/aNUQI6

04/15/2025

April is Financial Literacy Month. Use this time to align your family's financial goals and strategies for a secure future. https://livesocial.seismic.com/aYtYzo