Eliot Popper

About Eliot Popper

With more than 30 years of industry experience, I am dedicated to providing highly customized strategies to high net worth individuals and families in Boca Raton and across the country. Focusing on wealth management services for attorneys, medical professionals, corporate executives and business owners, I employ a comprehensive approach that includes a thorough planning process and a commitment to providing outstanding service.I began my career in financial services at Aetna Life Insurance Company in 1982 before becoming a Financial Advisor with Merrill Lynch ten years later. In I served as a Branch Manager at that firm while continuing to grow my practice. I joined the Morgan Stanley family in 2003 as a Producing Manager and moved to Boca Raton in 2005.My passion for helping clients achieve their goals is equaled only by my dedication to my family and community. I work closely with several non-profit organizations including the Levis JCC as an Executive Board Member, Member of the Greater Boca Raton Chamber of Commerce and an Associate member of the South Palm Beach Bar Association.A graduate of Northeastern University with a BS in Business Administration, an MBA from Lynn University in Financial Valuation and Investment Management, Summa Cum Laude and a Doctor of Business Administration from University of Phoenix, Summa Cum Laude. I reside in Boca Raton with my wife Michele and my two adult children live nearby. Our daughter Brooke lives in Boca Raton with her husband David and their four children, while our son Drew also lives in Boca Raton with his wife Jillian and two children and maintains several successful pediatric dental practice in Boca Raton and Lake Worth and Royal Palm Beach.The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor\'s individual circumstances and objectives.Asset allocation does not guarantee a profit or protect against a loss in a declining financial market.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.

Experience

1. Senior Vice President, Financial Advisor

   Morgan Stanley

   May 2003 — Present

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Education

• Lynn University

  Master Of Business Administration, MBA, Financial Valuation and Investment Management

  2016 — 2017

• University of Phoenix

  Doctor, Business Administration

  2018 — 2023

• Florida Atlantic University - College of Business

  Certified Financial Planner Program

• Northeastern University

  Bachelor Of Science Business Administration, Marketing and Transportation

  1974 — 1979