Christopher A. Coppola
Registered Client Service Associate, Financial Planning Specialist
Phone:
(845) 485-2800(845) 485-2800
Antonio Coppola, CIMA®
Financial Advisor
Direct:
(845) 485-2834(845) 485-2834
My Mission Statement
Helping my clients meet their life goals is at the forefront of my practice. My team is built with experience, intellectual capital, and dedicated personal service.
My Story and Services
As a Financial Advisor, I believe that ongoing Investment Planning, Management and Monitoring can allow my clients to have confidence in achieving their life goals. I view my investment strategies through a global lens, and incorporate a risk-based approach. Investments are actively managed to help reduce risk when markets are volatile and then fully participate when markets are constructive. My clients include entrepreneurs, corporate executives, retirees, and families.
My experience in financial services began in 1995 when I completed my Master of Business Administration from Pace University and joined Deloitte & Touche at the World Financial Center in New York City. After a year of business and technology consulting, I was recruited to join JP Morgan where I focused on investment and wealth management. I established my Financial Advisor practice at Merrill Lynch in May 2000, later joining Wells Fargo Advisors. I was awarded the CIMA designation in 2006 after successfully completing the Investment Management Consulting Association’s Certified Investment Management Analyst Program administered by The Wharton Business School. After careful consideration, I made the decision to transition my business to Morgan Stanley in November 2022.
My family, friends, and clients are one and the same. I’m humbled and honored to be their financial advisor and am excited to be with to help achieve their life goals.
My experience in financial services began in 1995 when I completed my Master of Business Administration from Pace University and joined Deloitte & Touche at the World Financial Center in New York City. After a year of business and technology consulting, I was recruited to join JP Morgan where I focused on investment and wealth management. I established my Financial Advisor practice at Merrill Lynch in May 2000, later joining Wells Fargo Advisors. I was awarded the CIMA designation in 2006 after successfully completing the Investment Management Consulting Association’s Certified Investment Management Analyst Program administered by The Wharton Business School. After careful consideration, I made the decision to transition my business to Morgan Stanley in November 2022.
My family, friends, and clients are one and the same. I’m humbled and honored to be their financial advisor and am excited to be with to help achieve their life goals.
Securities Agent: PA, SC, TX, VA, WA, CA, CO, CT, FL, GA, IN, MA, NC, NH, NJ, NY, OH, OR; General Securities Representative; Investment Advisor Representative
NMLS#: 2616999
NMLS#: 2616999
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
A Plan For You
Our wealth management process begins with you, your investments and retirement planning objectives. Educational in our approach, it may encompass all the elements of your financial life – your investments and your cash management needs – designed to help you achieve and optimize your personal and business goals.
At Morgan Stanley, we understand that the goals you set today will evolve over time. Your plan will evolve with them - and with the changing circumstances of your life.
Leveraging a sophisticated suite of analytic tools, as well as the extensive resources of Morgan Stanley, we can help you take charge of your financial future an achieve your goals. Below, we have provided some links that will introduce you to a few of the tools that we use, please click to learn more about them. We hope that you will return often to learn more about topics impacting your wealth.
At Morgan Stanley, we understand that the goals you set today will evolve over time. Your plan will evolve with them - and with the changing circumstances of your life.
Leveraging a sophisticated suite of analytic tools, as well as the extensive resources of Morgan Stanley, we can help you take charge of your financial future an achieve your goals. Below, we have provided some links that will introduce you to a few of the tools that we use, please click to learn more about them. We hope that you will return often to learn more about topics impacting your wealth.
LifeView - Intelligent Planning
LifeView is a suite of planning tools that includes goal-specific analysis that we can use with our clients to create a realistic, integrated strategy that incorporates the various aspects of an individual’s financial life, including investments and cash management needs. Fill out the questionnaire to get started talking with us about creating a personalized strategy for your long-term goals.
Goals Planning System
Goals Planning System (GPS) is Morgan Stanley’s own integrated planning tool. Built on the Firm’s intellectual capital and capabilities, GPS is an intuitive and efficient platform used to quickly assess whether a client is “On Track” to achieving their financial goals.
Morgan Stanley Online
Your Investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Location
2678 South Rd
Poughkeepsie, NY 12601
US
Direct:
(845) 485-2834(845) 485-2834
Meet My Team
Antonio Coppola, MBA™, CIMA®
Financial Advisor
About Christopher A. Coppola
Christopher’s professional experience began at a young age having grown up working within his family’s restaurant business. From this, his work ethics and customer service skills were established and further developed.
After moving to Italy following high school and having lived, studied and worked there for over 8 years, Christopher furthered his experience in communication and relationship building, which he believes to be the foundation of the financial services industry. Christopher began his career in financial services at Rhinebeck Bank initially as a relationship banker and later being promoted into a managerial role following his transition into wealth management.
Christopher has a Bachelor of Arts in Anthropology from L'Universita' di Roma La Sapienza , and a Master of Arts in International Relations from Webster University.
When Christopher is not working, he focuses primarily on advocating for land conservation, with a passion for the outdoors and environmental research with over 10 years of experience as a volunteer at the Carey Institute of Ecosystem Studies in Millbrook, NY.
After moving to Italy following high school and having lived, studied and worked there for over 8 years, Christopher furthered his experience in communication and relationship building, which he believes to be the foundation of the financial services industry. Christopher began his career in financial services at Rhinebeck Bank initially as a relationship banker and later being promoted into a managerial role following his transition into wealth management.
Christopher has a Bachelor of Arts in Anthropology from L'Universita' di Roma La Sapienza , and a Master of Arts in International Relations from Webster University.
When Christopher is not working, he focuses primarily on advocating for land conservation, with a passion for the outdoors and environmental research with over 10 years of experience as a volunteer at the Carey Institute of Ecosystem Studies in Millbrook, NY.
About Antonio Coppola, MBA™, CIMA®
As a Financial Advisor, I believe that ongoing Investment Planning, Management and Monitoring can allow my clients to have confidence in achieving their life goals. I view my investment strategies through a global lens, and incorporate a risk-based approach. Investments are actively managed to help reduce risk when markets are volatile and then fully participate when markets are constructive. My clients include entrepreneurs, corporate executives, retirees, and families.
My experience in financial services began in 1995 when I completed my Master of Business Administration from Pace University and joined Deloitte & Touche at the World Financial Center in New York City. After a year of business and technology consulting, I was recruited to join JP Morgan where I focused on investment and wealth management. I established my Financial Advisor practice at Merrill Lynch in May 2000, later joining Wells Fargo Advisors. I was awarded the CIMA designation in 2006 after successfully completing the Investment Management Consulting Association’s Certified Investment Management Analyst Program administered by The Wharton Business School. After careful consideration, I made the decision to transition my business to Morgan Stanley in November 2022.My family, friends, and clients are one and the same. I’m humbled and honored to be their financial advisor and am excited to be with to help achieve their life goals.
My experience in financial services began in 1995 when I completed my Master of Business Administration from Pace University and joined Deloitte & Touche at the World Financial Center in New York City. After a year of business and technology consulting, I was recruited to join JP Morgan where I focused on investment and wealth management. I established my Financial Advisor practice at Merrill Lynch in May 2000, later joining Wells Fargo Advisors. I was awarded the CIMA designation in 2006 after successfully completing the Investment Management Consulting Association’s Certified Investment Management Analyst Program administered by The Wharton Business School. After careful consideration, I made the decision to transition my business to Morgan Stanley in November 2022.My family, friends, and clients are one and the same. I’m humbled and honored to be their financial advisor and am excited to be with to help achieve their life goals.
Securities Agent: PA, SC, TX, VA, WA, CA, CO, CT, FL, GA, IN, MA, NC, NH, NJ, NY, OH, OR; General Securities Representative; Investment Advisor Representative
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact Antonio Coppola today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The 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:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
The 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:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
