Eliot S Popper - Morgan Stanley Financial Advisor - Boca Raton, FL
Morgan Stanley
Eliot S Popper
Vice President
Financial Advisor
1801 N.Military Trail
Suite 300
Boca Raton, FL 33431
tel: (561) 620-5113
toll-free: (800) 321-1034 
fax: (561) 620-5050

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Services
  • UGMA/UTMA
  • Exchange Traded Funds
  • Executive Financial Services
  • Insurance Services
  • Lending Services
  • 401(k) Rollovers
  • Alternative Investments
  • Art Advisory
  • Defined Contribution Plans
  • Endowments and Foundations
  • Life Insurance
  • Wealth Management
  • Certificates of Deposit
  • Foreign Exchange
  • Futures
  • Professional Portfolio Management
  • Retirement Planning
  • Business Planning
  • Corporate Pension Funds
  • Family Consulting
  • Structured Products
  • Asset Management
  • Business Succession Planning
  • Corporate Retirement Plans
  • Planning for Special Needs Individuals
  • Stock Purchase Plans
  • Structured Settlement Annuities
  • 529 Plans
  • Annuities
  • Education Planning
  • Estate Planning
  • Long Term Care Insurance
  • Municipal Bonds
  • Trust Services and Accounting
  • Cash Management
  • Corporate Trust Services
  • Corporate Cash Management
  • Financial Planning
  • Fixed Income
  • Qualified Retirement Plans
Education and Licensing
  • Bachelor Of Sciene in Business Administration
    Northeastern University
Business Experience
  • 2003 - Present: Morgan Stanley, Financial Advisor and Branch Manager
  • 1993 - 2003: Merrill Lynch, Financial Advisor and Branch Manager

Bulletin Board
  • See August On the Markets from the Global Investment Committee featuring

    • "What Lies Beneath" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, says the US stock market’s “weak breadth” has many market pundits worried about the next big downturn. Wilson explains that this condition can last for years as the overall market rises at a slower pace, making it imperative to look at what lies beneath the surface in order to make money consistently.

    • "The Dragon and the Elephant" China and India attract investors because together they account for nearly 40% of the world’s population. To invest in China, investors need to be selective; in India, they need to be patient. Sachin Manchanda and Katy Zhao, equity strategists at Morgan Stanley Wealth Management, explain it all.

    • "Why Gold Remains Stuck in a Bear Market" With the Federal Reserve and other central banks working to create inflation, why is gold, a traditional inflation hedge, trading near its five-year low? Lisa Shalett, head of investment and portfolio strategies for Morgan Stanley Wealth Management, says it has to do with a slump in commodities overall—and anticipation of a Fed rate hike later this year.

    Plus, look for more on equities and bonds, and a question-and-answer session with a veteran investment strategist who is an expert on China.

  • GlobalCurrency allows you to buy, hold and sell many of the world’s major currencies, all through your eligible brokerage account. Contact us for more information.

  • For an investment plan as unique as your needs, Request an Appointment, call or email me.

Eliot S Popper holds the following registrations:
BM/Supervisor; Securities Agent: CA, CO, CT, FL, GA, IL, KS, MA, MD, MI, NC, NJ, NY, PA, SC, VA, VT; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1288151

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Awards Disclosures

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