Peter Berman @PeterBermanMS

Executive Director/Branch Manager/Financial Advisor at Morgan Stanley. For information visit my website. NMLS #1253036 morganstanleyfa.com/smalleyberman Gig Harbor, WA Joined May 2013

Tweets

1K
Followers

24
Following

44
Likes

0

Peter Berman @PeterBermanMS

a week ago

Celebrating 90 years isn't just about looking back—it's about looking forward. Excited for what's next, and proud to be part of a Firm that's always evolving. livesocial.seismic.com/to6HO-

0 0 0 0 0

Download Image

Peter Berman @PeterBermanMS

2 months ago

How could the new tax law affect your investment strategy? Check out this article for insight on the risks and opportunities. livesocial.seismic.com/tR5HXv

0 0 0 0 0

Download Image

Independence Day is a special holiday, a chance to celebrate the founding of our nation and reflect on the shared values that make our country great. Wishing everyone a happy July 4th, filled with family, fun and fireworks.

0 0 0 6 0

Download Image

Peter Berman @PeterBermanMS

3 months ago

As AI gains physical abilities, how will industries and markets be transformed? Join us Monday, June 30 as Morgan Stanley thought leaders discuss the rapid transition of artificial intelligence into the physical world. Register here: livesocial.seismic.com/ttTaRT

0 0 0 30 0

Download Image

Peter Berman @PeterBermanMS

4 months ago

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. morganstanley.com/insights/video… livesocial.seismic.com/tSGgKb

0 0 0 35 0

Download Video

Peter Berman @PeterBermanMS

4 months ago

What's in store for the markets and the economy for the rest of 2025? Join us Monday, June 2 as a panel of Morgan Stanley thought leaders discuss key themes, trends and potential opportunities impacting investors. Register here: livesocial.seismic.com/taGZcj

0 0 0 50 0

Download Image

Peter Berman @PeterBermanMS

4 months ago

Protecting your assets and personal information is a top priority for me. This article shares tips on how to respond if you suspect you've been hacked or scammed. As always, I'm here to help. livesocial.seismic.com/tDVzLC

0 0 0 16 0

Download Image

Peter Berman @PeterBermanMS

6 months ago

Wishing everyone a very Happy Easter!

0 0 0 4 0

Download Image

Peter Berman @PeterBermanMS

6 months ago

In times of market turbulence, staying invested and sticking with a thoughtful, goals-based financial plan can lead to better outcomes. Learn about the top 5 mistakes investors make in volatile markets: livesocial.seismic.com/tBo7Rd

0 0 0 7 0

Download Image

Peter Berman @PeterBermanMS

6 months ago

The latest tariff news has deeply shaken markets. What could it mean for your portfolio? Here's the latest insight from our Global Investment Office. livesocial.seismic.com/tc8K6L

0 0 0 6 0

Download Image

Peter Berman @PeterBermanMS

6 months ago

Before filing away that tax return, taking a closer look can offer lessons to save on next year's tax bill. livesocial.seismic.com/tco25h

0 0 0 0 0

Download Image

Peter Berman @PeterBermanMS

8 months ago

Cybercriminals are clever and relentless. To combat tax fraud, learn how to recognize possible warning signs and take action if you become a victim. livesocial.seismic.com/tDF0bD

0 0 0 1 0

Download Image

Peter Berman @PeterBermanMS

8 months ago

Tax-loss harvesting is a tax-efficient investing strategy that can help reduce taxes from your investments year-round. Learn more. livesocial.seismic.com/twDjdb

0 0 0 0 0

Peter Berman @PeterBermanMS

8 months ago

Consider these tax season moves. The sooner you get started, the better prepared you'll be for Tax Day. livesocial.seismic.com/terl21

0 0 0 0 0

Download Image

Peter Berman @PeterBermanMS

8 months ago

Expecting a baby? From healthcare to education, the costs can add up. Prioritize your budget and start planning now. livesocial.seismic.com/tHWnzH

0 0 0 0 0

Peter Berman @PeterBermanMS

9 months ago

Happy Hanukkah! Wishing you and yours a wonderful and joyous festival of lights.

0 0 0 2 0

Peter Berman @PeterBermanMS

10 months ago

Wishing you and your family a joyous holiday season and a prosperous New Year. May this time bring peace, happiness, and meaningful moments with loved ones.

0 0 0 0 0

Peter Berman @PeterBermanMS

10 months ago

When should you claim Social Security? The answer depends on factors like your expected longevity and retirement readiness. Let's discuss the right strategy for you. livesocial.seismic.com/tC4pS3

0 0 0 1 0

Peter Berman @PeterBermanMS

10 months ago

Cybercriminals are especially active during the holidays. Find out how to help protect yourself from five common scams. livesocial.seismic.com/t-W5Yc

0 0 0 0 0

Download Image

Peter Berman @PeterBermanMS

10 months ago

Start 2025 on the right foot. Set clear financial goals and review your investments regularly for a prosperous year ahead. Let's talk. livesocial.seismic.com/tl5R5q