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
  • Access to 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 Strategies
  • 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 November On the Markets from the Global Investment Committee featuring

    “Jumping on the Bandwagon” In the World Series, we have two teams long seen as losers who are now considered winners and with that comes the inevitable bandwagon jumpers. In a like manner, we’ve seen formerly out-of-favor assets performing better this year, and we’re seeing bandwagon jumpers moving into them as well, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management.

    “Resolving Uncertainty”  Once we are past the election and a Federal Reserve interest rate hike, US equities could go higher writes Lisa Shalett, head of investment & portfolio strategies at Morgan Stanley Wealth Management.

    “Introducing Our Short-Term Stock and Bond Indicator” re markets poised to reward an overweight allocation to stocks, or should one retreat to a more defensive fixed income position? Our new indicator answers this question by measuring a myriad of economic and market data in a disciplined and consistent manner.

    • Plus, look for more on US and international equities, fixed income and economics. 

  • 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.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Eliot S Popper holds the following registrations:
BM/Supervisor; Securities Agent: CA, CT, FL, GA, IL, KS, MA, MD, NJ, NY, PA, SC; 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.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Awards Disclosures

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