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 January On the Markets from the Global Investment Committee featuring

    • "2015: The Great Rebalancing Act" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, sees a global rebalancing this year that should lead to broader economic and earnings growth, including an acceleration in Europe, Japan and several emerging markets. He is still bullish on US equities, but even more so on stock markets in Europe and Japan.

    • "The US Economy: Are We There Yet?" The US is in the midst of a tepid cyclical pickup in aggregate demand, writes Vincent Reinhart, chief US economist for Morgan Stanley & Co. Lower energy costs should help boost economic activity in the near term, and fiscal policy is becoming a bit more supportive of growth.

    • "Volatility … It’s Back!" The Federal Reserve’s unconventional Quantitative Easing (QE) policy of the past five years kept market volatility in check. Now that QE is over, volatility is picking up. Here are some ideas for investors on how to deal with market swings.

    • Plus, look for more on US and global equities, fixed income investments, commodities and real estate.

  • 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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