Peter Berman
Executive Director, Branch Manager, Financial Advisor at Morgan Stanley
Based in Seattle, United States
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Seniority
Other
Department
Other
Location
Seattle
Industry
Financial Services
Company size
100K
Contact information
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p•••••••@morganstanley.com
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Background
About Peter Berman
Peter joined Morgan Stanley in 1992 with a vision to help improve the way clients were served in the wealth management world. Working primarily to help clients achieve their retirement goals through pre-retirement planning and estate planning strategies, Peter brings a strong work ethic, attention to detail and dedication to helping his client’s work toward their financial goals. This has helped build the Smalley Berman Group at Morgan Stanley into a thriving, referral-based practice, spanning more than 20 years in the business.* As an avid percussionist and drummer since the age of 11 and a lifelong resident of Gig Harbor, Peter has combined his musical talents with his loyalty to his hometown by performing for numerous local charitable events over the years. He is a graduate of the University of Washington and from 2018-2020 was named a member of the Morgan Stanley Master's Club, which recognizes Financial Advisors for excellence in client services nationwide. NMLS# 1253036
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