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’ll 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
  • Mergers and Acquisitions
  • 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
  • Private Banking
  • 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 September On the Markets from the Global Investment Committee featuring

    • "Don’t Blink" If you blinked, you would have likely missed last month’s sharp sell-off in global equity and credit markets—and the equally sharp rebound. Mike Wilson, chief investment officer of Morgan Stanley Wealth Management, says this was just the latest in a series of rolling corrections as markets adjust to tapering and anticipate the Federal Reserve’s first interest rate increase.

    • "No Signs of Hubris and Debt" Is the US stock market making a top? Not likely, says Adam Parker, chief US equity strategist for Morgan Stanley & Co., because companies are acting with restraint, not hubris. Parker says capital spending, inventories, staffing and debt are not excessive.

    • "Bonds Unbound" Nontraditional fixed income strategies may help investors withstand a rising interest rate environment. We explore how these strategies work.

    Plus, look for more on equities, fixed income investments and master limited partnerships.

  • 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;

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. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  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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