Eliot Popper, MBA

Vice President, Financial Advisor

Contact Me
Eliot Popper, MBA

MY MISSION STATEMENT

Understanding the unique needs of high net worth clients like you

My Story and Services

Welcome

As a Financial Advisor, my mission is simple: To provide you with the wealth management advice you need to help streamline your life, so you may take care of the people you love, spend more time pursuing the activities you enjoy and support the causes that are most important to you.

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. My clients include attorneys, medical professionals, corporate executives and business owners, all of whom look to me for comprehensive planning and outstanding personalized service.

Access to Private Banking >

Services Include

  • Wealth Management
  • 401(k) Rollovers
  • Corporate Bonds
  • Divorce Financial Analysis
  • Estate Planning Strategies
  • Financial Planning
  • Foreign Exchange
  • Long Term Care Insurance
  • Planning for Special Needs Individuals
  • Qualified Retirement Plans
  • Sustainable Investing

BM/Supervisor; Securities Agent: CA, CO, CT, FL, GA, KS, MA, MD, NC, NJ, NY, PA, SC, VA; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1288151


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

Location

Location

  • 595 So Federal Hwy Ste 400
  • Boca Raton, FL 33432


    Education

    Education

    • Bachelor Of Science in Business Administration
      Northeastern University
    • Master Of Business Administration, Financial Valuation & Investment Management, Summa Cum Laude, Lynn University

    Experience

    Experience

    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 holistic 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 1999, 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 Anti-Defamation League and The American Association for Caregiving Youth. In addition, I am a member of the Greater Boca Raton Chamber of Commerce and an associate member of the South Palm Beach Bar Association. I am also very active with the Business & Professionals Group of the Jewish Federation of South Palm Beach County, where I am a Cabinet member.


    A graduate of Northeastern University with a BS in Business Administration and an MBA from Lynn University in Financial Valuation and Investment Management, Summa Cum Laude, I reside in Boca Raton with my wife Michele and my two adult children live nearby. Our daughter Brooke lives in Delray Beach with her husband David and three children, while our son Drew maintains a successful pediatric dental practice in Boca Raton.   

    Working With You

    Working With You

    My holistic approach features comprehensive plans that are based on a broad range of topics that I discuss with you in detail – your family’s current financial situation, your career aspirations, the retirement you envision for yourself and the legacy you hope to leave your children someday, for example. The plan contains tangible recommendations to help address these issues we identify – recommendations that go beyond your investment portfolio to encompass both sides of your personal balance sheet and virtually every aspect of your financial life. Over time, we will review your plan, assess your progress and make adjustments, when necessary, to accommodate changes in your life and prevailing market environments. Here is a brief overview of the strategies and solutions I can provide you and your family.

    Thoughtful financial planning
    • Balance sheet analysis
    • Education planning
    • Retirement planning
    • Estate planning strategies

    Executing a disciplined investment strategy
    • Asset allocation
    • Portfolio construction and management
    • Tax-efficient investing
    • Alternative investments

    Managing current liquidity needs
    • Access to cash management and lending services

    Risk Management
    • Hedging strategies
    • Concentrated

    Events

    Events

    Please check back for future events

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact Eliot Popper, MBA today.

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