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    Gary Berner

    Portfolio Manager, Financial Advisor, Vice President at Morgan Stanley

    Gary Berner is a seasoned professional with over 21 years of investment management experience.

    Starting his career in 1996 at Smith Barney in Beverly Hills, Gary eventually transitioned to Merrill Lynch and then re-joined Morgan Stanley Smith Barney in 2012.

    Throughout his career, Gary has excelled in financial advising, portfolio management, and branch management roles.

    His practice at Morgan Stanley focuses on tailored financial planning, investment management consulting, and discretionary portfolio management for affluent families and businesses.

    Gary's investment approach emphasizes capital preservation through portfolios consisting of high-quality stocks and bonds.

    He values simplicity and believes in the wisdom of sticking to proven investments.

    Outside of his professional endeavors, Gary is a family man, married with two children, and enjoys playing tennis, a sport he was involved in as a teaching professional.

    Gary has held roles such as Portfolio Manager and Financial Advisor at Morgan Stanley and was previously the PIA Program Portfolio Manager at Merrill Lynch.

    Gary Berner
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    Location

    Los Angeles Metropolitan Area