Maggie Ulrich
Vice President, Wealth Management Associate
Phone:
(239) 449-7821(239) 449-7821
Christopher F. Kopp, QPFC
Senior Vice President,
Financial Advisor,
Alternative Investments Director,
Qualified Plan Financial Consultant,
Family Wealth Director
Direct:
(239) 449-7820(239) 449-7820
Toll-Free:
(800) 237-8686(800) 237-8686
Industry Award WinnerMy Mission Statement
To be the trusted financial partner for my clients, driving results while also maintaining the highest level of service
My Story and Services
Christopher graduated from The College of The Holy Cross, where he majored in economics and mathematics. Since graduation, Christopher has spent his entire career at Morgan Stanley starting in the product analyst program in 2011 where he worked with Morgan Stanley's Alternative Investment Group, Consulting Group, Wealth Advisory Solutions Group and Field Management Organization. In 2013, Christopher found his passion for working directly with individual clients and became a Financial Advisor and joined a team in 2013.
Christopher prides himself on his extremely disciplined process and his focus on both the asset and liability side of the balance sheet. Christopher takes into account each client's unique situations and risk tolerance, and this is personified in a financial plan constructed with a highly customized portfolio that aims to deliver quality risk adjusted returns. Christopher believes in rigorous trust and estate planning, aligning both financial and personal goals to help navigate the complexities of wealth. He is an Alternative Investments Director, utilizing alternative investments to deliver differentiated solutions to his high and ultra-high net-worth clients.
Outside of the office, Christopher enjoys traveling, running, and boating with his wife Nikkie locally in Naples, Florida. He enjoys participating in local charities, most notably Zoobilee, as a sponsor last year fundraising for the Naples Zoo.
Christopher prides himself on his extremely disciplined process and his focus on both the asset and liability side of the balance sheet. Christopher takes into account each client's unique situations and risk tolerance, and this is personified in a financial plan constructed with a highly customized portfolio that aims to deliver quality risk adjusted returns. Christopher believes in rigorous trust and estate planning, aligning both financial and personal goals to help navigate the complexities of wealth. He is an Alternative Investments Director, utilizing alternative investments to deliver differentiated solutions to his high and ultra-high net-worth clients.
Outside of the office, Christopher enjoys traveling, running, and boating with his wife Nikkie locally in Naples, Florida. He enjoys participating in local charities, most notably Zoobilee, as a sponsor last year fundraising for the Naples Zoo.
Securities Agent: IL, ME, AL, WA, VT, SD, RI, OK, NE, FL, CT, MT, IN, HI, UT, NY, NJ, MA, GA, TX, NV, KY, DE, SC, NM, DC, CO, OR, OH, WI, MD, AR, VA, TN, NC, MI, CA, AZ, PA, MN, KS; General Securities Representative; Investment Advisor Representative
NMLS#: 1321587
NMLS#: 1321587
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
The Client Experience
My clients are much more than a portfolio of assets - they are families with active lives, who want an advisor who will provide them with thorough, unbiased, and carefully considered guidance on a full range of financial topics. When working with me, you will be treated with respect, care and confidentiality, and given an unwavering commintement to you and your family.
I work with a broad range of clients who need professional guidance from managing life-changing events and retirement planning to financing major acquisitions or achieving philanthropic goals. While all clients have unique personal and professional circumstances, they have one thing in common, securing and maintaining a solid financial future for themselves and for their families.
I use a disciplined four-step consultative process to uncover your most important goals, so that we may design and implement appropriate solutions to help plan for your future.
Listen & Understand
We'll begin with an in-depth conversation where I'll listen carefully to understand what is important to you, your family, and your legacy. I learn about the values that shape your decisions and identify any challenges and circumstances unique to your situation.
Analyze & Assess
Next, we'll review your current and future financial situation, determine the likelihood of reaching your goals and address any potential shortfalls or the impact of unexpected life events. In this step, we may also contact your CPA and estate attorney to understand your existing estate plan so we can help ensure the strategies we recommend are cohesive and fully coordinated.
Propose & Implement
Here, we'll present a tailored wealth management plan with specific strategies designed to achieve your particular goals. Upon your approval, we'll set into motion a course of action that strives to align your values and vision.
Monitor & Adapt
We'll oversee your performance towards your goal through ongoing calls and meetings. We may recommend adjustments over time, due to changing market conditions or changes in your circumstances to help keep you on track towards achieving your goals.
Resources for Select Investors
Morgan Stanley offers a plethora of tools that can help solidify your family legacy - past, present, and future.
Family Office Resources
Reflecting on how the most successful families create and maintain enduring legacies across mulitple generations, Morgan Stanley Family Office Resources (FOR) is structured to help clients define a guiding vision, translate that vision into effective strategies and implement those strategies by calling on the tactical expertise of experienced professionals. Accesed by Morgan Stanley advisors through UHNW Client Specialists, our capabilities span three complimentary areas of focus: Governance and Legacy, Wealth Strategies and Signature Access.
Philanthropy
Your list of charitable goals is as unique as your idea of what a better world looks like. However, choosing your goals might be difficult when there are so many deserving causes and unmet needs. I can help guide you through this process. Let's talk about how.
Lifestyle Advisory
Your family history is a crucial part of the person you have become, in more ways than you can imagine. Learning about these familial ties is a fascinating experience that can often shine a spotlight on your past and serve as a guiding light for your future. Morgan Stanley can give you access to various genealogical resources to help bring your family history to life.
Art Resources Team
Morgan Stanley has an Art Resources Team (ART), which has the goal of showing clients how they can address the unique challenges of art as an asset and create bespoke solutions for every client and collection.
Forbes Best-In-State Wealth Advisors
In 2023, 2024, and 2025 Christopher Kopp was named to the Forbes Best-In-State Wealth Advisors for Florida
2023-2025: Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2023, 2024, and 2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Forbes Best-In-State Next-Gen Advisors
In 2023-2025, Christopher Kopp was named to the Forbes Best-In-State Next-Gen Wealth Advisors for Florida
Forbes Best-In-State Next-Gen Wealth Advisors Source: Forbes.com (Awarded 2023, 2024, 2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Maggie Ulrich: Laces of Love
Volunteer
Morgan Stanley's Century Club
In 2020-2023, Christopher Kopp was appointed to Morgan Stanley's prestigious Century Club, a select group of the Firms successful advisors.
VALUABLE INSIGHTS AND RESOURCES
We believe financial education leads to better insights into our investment strategy and discipline, and ultimately, better long-term decisions. As a result, we are committed to providing you with important information about managing your wealth more effectively in today's global markets.
We have assembled the following resources that reinforce the fundamental investment strategies and concepts of our practice. We've provided links to these materials, where available, and hope you'll return often to learn more about the topics that impact your overall wealth.
Online Security Center
Safeguarding your assets and personal information is paramount to us here at Morgan Stanley. Learn about our extensive security measures and take advantage of our numerous resources and ideas that are geared towards helping you stay protected on the World Wide Web.
Digital Vault
Keeping important documents and financial records organized and readily available is one of the best gifts you can give those you love. In the event of catastrophe or serious illness, disability or death, your Family Records Organizer can immediately provide vital, timely information to both your family and professional advisors.
eDelivery
eDelivery provides you with the ability to view statements and other Firm documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery.
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.
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.
The GIC Weekly
Weekly commentary from Lisa Shalett, Morgan Stanley Wealth Management's Chief Investment Officer highlighting the Global Investment Committe's latest thinking on the markets.
On The Markets Podcast
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Location
8889 Pelican Bay Blvd
Ste 300
Naples, FL 34108
US
Direct:
(239) 449-7820(239) 449-7820
Toll-Free:
(800) 237-8686(800) 237-8686
Fax:
(239) 449-7850(239) 449-7850
Meet My Team
About Maggie Ulrich
As a Vice President with over 20 years of experience in the Wealth Management industry, Maggie strives to provide exceptional client service while also finding solutions to client needs. She has dedicated her career to help clients have confidence that their finances are treated with utmost care. Maggie graduated from The Florida State University with a degree in Business Administration and Marketing. She and her husband Ryan have 2 children, Hannah and Adam, and when not working she enjoys traveling and volunteering throughout the community.
Awards and Recognition
Forbes Best-In-State Wealth Advisors
2023-2025 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Forbes America's Top Next-Gen Wealth Advisors
2023-2024 Forbes America's Top Next-Gen Wealth Advisors (formerly referred to as Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors) Source: Forbes.com (Awarded 2023-2024). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
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Wealth Management
Global Investment Office
Portfolio Insights
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Christopher F. Kopp 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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
