Mark T Curtis
Managing Director, Stock Plan Director, Financial Planning Specialist, Family Wealth Director, International Client Advisor, Investing with Impact Director
Remy Pop
First Vice President, Wealth Management,
Financial Advisor,
Workplace Advisor – Equity Compensation
Direct:
(208) 338-2743(208) 338-2743
Toll-Free:
(800) 247-7813(800) 247-7813
My Mission Statement
To simplify your life and empower you to make smart financial decisions, as you pursue the goals you’ve set for yourself and your family.
My Story
A Modern Approach to
Holistic Wealth Management
In today’s complex and ever-changing world, careful planning and sound advice are more important than ever as you pursue your personal and professional goals. Having an attentive and knowledgeable advisor on your side can help simplify your life, so you can make informed decisions about your finances and your future.
As a Dedicated Equity Plan Specialist and seasoned Financial Advisor with 20 years of experience, I combine two valuable skills: the ability to educate you on all the details of your company’s equity compensation plan and the insights to build a detailed financial plan that aligns your specific goals and circumstances with a customized set of strategies and solutions.
I believe in taking a comprehensive approach to wealth management that goes well beyond investments. When you work with me and my team, we help you understand and enhance key areas of your life. Together, we’ll explore:
- How to reduce risk, from your portfolio to your health
- When and how to begin preparing for major life events
- What are the best strategies to minimize taxes
- How to efficiently generate income from your investments
- How certain decisions now can impact your life later
- How to educate and involve children with conversations about important money matters
Getting started is easy. It begins with a conversation. I look forward to getting to know you and sharing details on how I can make a meaningful impact on your financial efforts. My ultimate goal is to empower you to be more confident in your decisions, while helping ensure your money is there when you need it – no matter how long you live or what life events you encounter.
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. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Holistic Wealth Management
In today’s complex and ever-changing world, careful planning and sound advice are more important than ever as you pursue your personal and professional goals. Having an attentive and knowledgeable advisor on your side can help simplify your life, so you can make informed decisions about your finances and your future.
As a Dedicated Equity Plan Specialist and seasoned Financial Advisor with 20 years of experience, I combine two valuable skills: the ability to educate you on all the details of your company’s equity compensation plan and the insights to build a detailed financial plan that aligns your specific goals and circumstances with a customized set of strategies and solutions.
I believe in taking a comprehensive approach to wealth management that goes well beyond investments. When you work with me and my team, we help you understand and enhance key areas of your life. Together, we’ll explore:
- How to reduce risk, from your portfolio to your health
- When and how to begin preparing for major life events
- What are the best strategies to minimize taxes
- How to efficiently generate income from your investments
- How certain decisions now can impact your life later
- How to educate and involve children with conversations about important money matters
Getting started is easy. It begins with a conversation. I look forward to getting to know you and sharing details on how I can make a meaningful impact on your financial efforts. My ultimate goal is to empower you to be more confident in your decisions, while helping ensure your money is there when you need it – no matter how long you live or what life events you encounter.
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. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Securities Agent: GA, MI, TX, MS, ID, CO, CA, DC, OR, NM, NC, MA, IL, AZ, RI, MT, FL, AK, WY, PA, NY, NE, IN, VA, NV, NH, MN, MD, CT, WI, WA, UT; General Securities Representative; Investment Advisor Representative
NMLS#: 1297757
NMLS#: 1297757
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheckLink Opens in New Tab.*
Remy Pop
First Vice President
Workplace Advisor – Equity Compensation
Financial Advisor
Remy is a Workplace Advisor – Equity Compensation and Financial Advisor at Morgan Stanley. As a top industry professional with nearly 20 years of experience, Remy provides highly personalized advice to busy professionals and their families, with an emphasis on helping corporate employees integrate their equity awards into an overall financial plan. His comprehensive approach includes a thorough planning process and a commitment to providing outstanding service.
A former professional tennis player, Remy understands the value of having a coach who can provide the professional guidance needed to achieve their goals. He wants to deliver that same experience to clients and is committed to making a real difference in their lives, serving as a coach and mentor to each client on their personal life journey.
In 2019, Remy earned Morgan Stanley’s distinguished designation of Workplace Advisor – Equity Compensation. This credential -- achieved by less than three percent of the firm’s advisors -- places him among an elite group of advisors who are qualified to serve the sophisticated needs of equity plan participants. As a Workplace Advisor – Equity Compensation, Remy has immediate access to an extensive range of resources needed to help individuals unlock the true value of their equity awards, while integrating these assets into their long-term wealth strategy.
While Remy no longer plays professional tennis, he still loves the game and supports the tennis programs at Boise State via the AD-IN Program. He and his wife, Jennifer, have two daughters, Mikaela and Kassidy. Originally from Bucharest, Romania, Remy and his family now live in Boise, with his parents and several cousins living nearby. In his free time, he enjoys CrossFit, golf and of course, tennis.
Workplace Advisor – Equity Compensation
Financial Advisor
Remy is a Workplace Advisor – Equity Compensation and Financial Advisor at Morgan Stanley. As a top industry professional with nearly 20 years of experience, Remy provides highly personalized advice to busy professionals and their families, with an emphasis on helping corporate employees integrate their equity awards into an overall financial plan. His comprehensive approach includes a thorough planning process and a commitment to providing outstanding service.
A former professional tennis player, Remy understands the value of having a coach who can provide the professional guidance needed to achieve their goals. He wants to deliver that same experience to clients and is committed to making a real difference in their lives, serving as a coach and mentor to each client on their personal life journey.
In 2019, Remy earned Morgan Stanley’s distinguished designation of Workplace Advisor – Equity Compensation. This credential -- achieved by less than three percent of the firm’s advisors -- places him among an elite group of advisors who are qualified to serve the sophisticated needs of equity plan participants. As a Workplace Advisor – Equity Compensation, Remy has immediate access to an extensive range of resources needed to help individuals unlock the true value of their equity awards, while integrating these assets into their long-term wealth strategy.
While Remy no longer plays professional tennis, he still loves the game and supports the tennis programs at Boise State via the AD-IN Program. He and his wife, Jennifer, have two daughters, Mikaela and Kassidy. Originally from Bucharest, Romania, Remy and his family now live in Boise, with his parents and several cousins living nearby. In his free time, he enjoys CrossFit, golf and of course, tennis.
Annette S. Wells, CFP®
Branch Manager
First Vice President
Financial Advisor
An experienced financial professional, Annette enjoys working with corporate executives, business leaders and their families, providing highly personalized advice through a disciplined planning process. She focuses on what is most important to each client, so she can develop a customized plan designed to build, preserve and transfer their wealth.
Growing up in Boise, Annette has always loved numbers so it was no surprise she earned a B.S. degree in Mathematics from Boise State University. After college, she put her love of numbers to work in the financial services industry. Serving as an internal auditor for a mutual fund company, Annette spent her days studying numbers, confirming their accuracy and finding errors.
In 2016, she joined Morgan Stanley as a Wealth Advisory Associate. It is here where she first met Remy Pop, a firm believer in providing comprehensive financial plans to his stock plan participants. Remy soon asked Annette to manage that part of his growing business. Annette has been a valuable member of the team ever since. She earned her Certified Financial PlannerTM designation in 2019.
Outside of the office, family comes first. Annette and her husband, Stephen, have been married for 20 years. They love taking their boys, Robinson and Tanner, on adventures. The boys keep Annette and Stephen busy also with their activities, which currently include band concerts, basketball, and rock climbing.
First Vice President
Financial Advisor
An experienced financial professional, Annette enjoys working with corporate executives, business leaders and their families, providing highly personalized advice through a disciplined planning process. She focuses on what is most important to each client, so she can develop a customized plan designed to build, preserve and transfer their wealth.
Growing up in Boise, Annette has always loved numbers so it was no surprise she earned a B.S. degree in Mathematics from Boise State University. After college, she put her love of numbers to work in the financial services industry. Serving as an internal auditor for a mutual fund company, Annette spent her days studying numbers, confirming their accuracy and finding errors.
In 2016, she joined Morgan Stanley as a Wealth Advisory Associate. It is here where she first met Remy Pop, a firm believer in providing comprehensive financial plans to his stock plan participants. Remy soon asked Annette to manage that part of his growing business. Annette has been a valuable member of the team ever since. She earned her Certified Financial PlannerTM designation in 2019.
Outside of the office, family comes first. Annette and her husband, Stephen, have been married for 20 years. They love taking their boys, Robinson and Tanner, on adventures. The boys keep Annette and Stephen busy also with their activities, which currently include band concerts, basketball, and rock climbing.
Melroy Atkins
Associate Vice President
Financial Advisor
Mel has experience in working with corporate executives and entrepreneurs in the areas of financial planning, investment management and private banking.
His professional engagement with clients begins by considering their life goals: personal, professional, and charitable. With the help of his financial planning team which includes a CFP® professional on staff, Mel helps clients evaluate their financial resources and determine what it will take to have the lifestyle they want now and in retirement. This discussion also incorporates insurance, real estate financing, long-term care, and trusts. This forms the basis for a financial plan which guides the relationship.
With the financial plan as a foundation, wealth management strategies are tailored for each client that are designed to both build and preserve wealth. The process continues with regular updates of the financial plan using a proprietary planning system and evaluations of the portfolio strategy and progress toward goals.
Prior to joining Morgan Stanley, Mel spent the better half of a decade at Merrill Lynch, where he worked on a large team whose area of focus was corporate 401(k) retirement and equity compensation plans.
Mel has an undergraduate degree in Political Science and a master’s degree in Business Administration. Mel grew up in India and speaks Hindi and Konkani, and currently lives in Marin with his wife and three boys. He is active in giving back to his local community by serving on the board of trustees of Dominican University and volunteering at the SF-Marin Food Bank.
Financial Advisor
Mel has experience in working with corporate executives and entrepreneurs in the areas of financial planning, investment management and private banking.
His professional engagement with clients begins by considering their life goals: personal, professional, and charitable. With the help of his financial planning team which includes a CFP® professional on staff, Mel helps clients evaluate their financial resources and determine what it will take to have the lifestyle they want now and in retirement. This discussion also incorporates insurance, real estate financing, long-term care, and trusts. This forms the basis for a financial plan which guides the relationship.
With the financial plan as a foundation, wealth management strategies are tailored for each client that are designed to both build and preserve wealth. The process continues with regular updates of the financial plan using a proprietary planning system and evaluations of the portfolio strategy and progress toward goals.
Prior to joining Morgan Stanley, Mel spent the better half of a decade at Merrill Lynch, where he worked on a large team whose area of focus was corporate 401(k) retirement and equity compensation plans.
Mel has an undergraduate degree in Political Science and a master’s degree in Business Administration. Mel grew up in India and speaks Hindi and Konkani, and currently lives in Marin with his wife and three boys. He is active in giving back to his local community by serving on the board of trustees of Dominican University and volunteering at the SF-Marin Food Bank.
Client Service Team
Leslie Elgin - Registered Client Service Associate
Phone:
(208) 338-6959(208) 338-6959
Email:Leslie.Elgin@morganstanley.com
Location
101 S Capitol Blvd
Suite 401
Boise, ID 83702
US
Direct:
(208) 338-2743(208) 338-2743
Toll-Free:
(800) 247-7813(800) 247-7813
Fax:
(208) 338-2750(208) 338-2750
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Morgan Stanley Wealth Management Financial Advisers can conduct their business in several ways: individually, as a member of a team of Financial Advisors, or through the formation of a Strategic Partnership with another Financial Advisor or team of Financial Advisors. A Strategic Partnership is an arrangement between a Financial Advisor or a team of Financial Advisors with another Financial Advisor or team of Financial Advisors that has a unique focus or knowledge regarding a specific business concentration, product area, and/or client type. If your account is with an individual Financial Advisor, that Financial Advisor services all facets of your account. If your account is with a Financial Advisor who is a member of a team, any Financial Advisor on the team can service your account. If your Financial Advisor is part of a Strategic Partnership, his or her role in that Strategic Partnership may be limited to a specific business and/or product area and may not cover all facets of your account. The use of the terms “Partner” or “Strategic Partner” and/or “Partnership” or “Strategic Partnership” are used as terms of art and not used to imply or connote any legal relationship.
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
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
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
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 Remy Pop today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
5Morgan 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
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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 DisclosuresLink Opens in New Tab
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
5Morgan 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
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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 DisclosuresLink Opens in New Tab
CRC 6491812 (04/2024), 3582895 (6/2024)
